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iShares ESG Aware MSCI EAFE ETF
ESGD

245 hedge funds and large institutions have $1.92B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 40

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

64% more capital invested

Capital invested by funds: $1.17B → $1.92B (+$749M)

14% more funds holding

Funds holding: 215 → 245 (+30)

3.77% more ownership

Funds ownership: 74.56% → 78.33% (+3.8%)

Holders
245
Holders Change
+30
Holders Change %
+13.95%
% of All Funds
5.02%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
47
Increased
134
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$133M
2
Bank of America
Bank of America
North Carolina
+$61.8M
3
ST
Spinnaker Trust
Maine
+$55.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.4M
5
Northern Trust
Northern Trust
Illinois
+$36.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.27M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.36M
3
CWM
Connecticut Wealth Management
Connecticut
-$984K
4
GTAM
Global Trust Asset Management
Florida
-$537K
5
Deutsche Bank
Deutsche Bank
Germany
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
176
Beacon Pointe Advisors
California
$258K -$12.5K -217 -5%
FAAS
177
First Allied Advisory Services
California
$258K +$245K +4,267 New
SAG
178
Spotlight Asset Group
Illinois
$256K +$243K +4,233 New
CG
179
Colony Group
Massachusetts
$254K +$240K +4,185 New
KLI
180
Kelman-Lazarov Inc
Tennessee
$251K -$574 -10 -0.2%
WB
181
WesBanco Bank
West Virginia
$245K – – –
CRWM
182
Castle Rock Wealth Management
California
$244K +$221K +3,847 New
Prudential Financial
183
Prudential Financial
New Jersey
$240K +$228K +3,963 New
EFL
184
ERn Financial LLC
Wisconsin
$239K +$227K +3,952 New
NCM
185
Neumann Capital Management
California
$236K +$2.3K +40 +1%
HB
186
Homrich & Berg
Georgia
$234K +$57 +1 +0%
EIG
187
Ellenbecker Investment Group
Wisconsin
$234K +$2.12K +37 +1%
TCOV
188
Trust Company of Vermont
Vermont
$232K -$11.7K -203 -5%
BOPW
189
Brandywine Oak Private Wealth
Pennsylvania
$224K +$207K +3,610 New
Citigroup
190
Citigroup
New York
$220K +$18.1K +316 +10%
BFA
191
Bragg Financial Advisors
North Carolina
$214K +$203K +3,535 New
TFO
192
Tarbox Family Office
California
$210K +$1.44K +25 +0.7%
AF
193
Affiance Financial
Minnesota
$206K +$196K +3,407 New
ADL
194
Asset Dedication LLC
California
$204K +$54.1K +942 +38%
AC
195
Arjuna Capital
North Carolina
$203K +$192K +3,351 New
WCFA
196
Walkner Condon Financial Advisors
Wisconsin
$202K -$41.4K -721 -18%
UCFA
197
United Capital Financial Advisors
Texas
$202K +$192K +3,337 New
ACA
198
Atlas Capital Advisors
Wyoming
$194K +$344 +6 +0.2%
PAI
199
Pittenger & Anderson Inc
Nebraska
$180K +$18.5K +322 +12%
TFS
200
TrustCore Financial Services
Tennessee
$155K +$29.6K +516 +25%
6 7
8
9 10

ESGD Hedge Fund Activity: Q2 2020 in Review

245 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2020, worth a combined $1.92B — up 64% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 16 closed out — a net gain of 31 holders — while 134 added to existing stakes and 40 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $8.27M.

  • 245 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2020, up from 215 in Q1 2020.
  • Funds reported $1.92B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2020, up 64% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2020 and 16 closed out, a net change of +31 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2020 was Fifth Third Bancorp, an estimated $133M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2020 was Citadel Advisors, an estimated $8.27M sold.

Based on aggregated 13F filings for Q2 2020.