iShares ESG Aware MSCI EAFE ETF
ESGD
172 hedge funds and large institutions have $667M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 26 reducing their positions, and 11 closing their positions.
204% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 26
191% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 11
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
24% more capital invested
Capital invested by funds: $538M → $667M (+$128M)
13% more funds holding
Funds holding: 152 → 172 (+20)
1.06% less ownership
Funds ownership: 64.87% → 63.81% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
+$22.4M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$13.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$12.6M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$11.1M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$7.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
Ellevest Inc
New York
|
-$10.2M |
| 2 |
Jane Street
New York
|
-$2.75M |
| 3 |
Goldman Sachs
New York
|
-$1.18M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$1.09M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$576K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HPC
176
HM Payson & Co
Portland,
Maine
| – | -$544K | -8,465 | Closed |
|
|
UCFA
177
United Capital Financial Advisors
Irving,
Texas
| – | -$303K | -4,719 | Closed |
|
178
Citadel Advisors
Miami,
Florida
| – | -$235K | -3,654 | Closed |
|
|
OIA
179
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$74K | -1,152 | Closed |
|
|
AOWM
180
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$20K | -313 | Closed |
|
|
BBA
181
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| – | -$14K | -224 | Closed |
|
|
AC
182
Avestar Capital
New York
| – | -$9K | -150 | Closed |
|
|
RCAG
183
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$2.25K | -35 | Closed |
|
|
YWP
184
YorkBridge Wealth Partners
New York
| – | -$2K | -35 | Closed |
|
ESGD Hedge Fund Activity: Q3 2019 in Review
172 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2019, worth a combined $667M — up 24% from $538M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new ESGD positions and 11 closed out — a net gain of 21 holders — while 79 added to existing stakes and 26 trimmed.
The largest buyer was F.L. Putnam Investment Management, adding an estimated $22.4M. The largest seller was Ellevest Inc, cutting an estimated $10.2M.
- 172 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2019, up from 152 in Q2 2019.
- Funds reported $667M of iShares ESG Aware MSCI EAFE ETF stock for Q3 2019, up 24% quarter-over-quarter.
- 32 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2019 and 11 closed out, a net change of +21 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2019 was F.L. Putnam Investment Management, an estimated $22.4M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2019 was Ellevest Inc, an estimated $10.2M sold.
Based on aggregated 13F filings for Q3 2019.