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iShares ESG Aware MSCI EAFE ETF

321 hedge funds and large institutions have $3.06B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 153 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

542% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 12

164% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 58

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

28% more capital invested

Capital invested by funds: $2.38B → $3.06B (+$677M)

21% more funds holding

Funds holding: 266321 (+55)

0.64% more ownership

Funds ownership: 76.06%76.71% (+0.64%)

Holders
321
Holders Change
+55
Holders Change %
+20.68%
% of All Funds
5.68%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
77
Increased
153
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
176
Orion Portfolio Solutions
Nebraska
$504K +$4.58K +67 +1%
JMPWA
177
JP Morgan Private Wealth Advisors
California
$503K +$615 +9 +0.1%
MKA
178
M. Kulyk & Associates
Georgia
$497K +$465K +6,810 New
SWP
179
Stratos Wealth Partners
Ohio
$496K +$26.4K +386 +6%
Fisher Asset Management
180
Fisher Asset Management
Washington
$496K +$178K +2,604 +62%
LFA
181
Legacy Financial Advisors
Kentucky
$469K +$26.6K +389 +6%
MAM
182
Meeder Asset Management
Ohio
$467K
CCA
183
Cobblestone Capital Advisors
New York
$461K +$109K +1,592 +34%
EH
184
Equitable Holdings
New York
$451K -$353K -5,174 -46%
CAN
185
Cetera Advisor Networks
California
$435K -$206K -3,014 -34%
FHA
186
First Horizon Advisors
Tennessee
$431K +$2.46K +36 +0.6%
AF
187
Affiance Financial
Minnesota
$427K +$145K +2,128 +57%
PWM
188
Perigon Wealth Management
California
$424K +$2.87K +42 +0.7%
PAG
189
Pinnacle Advisory Group
Maryland
$422K +$394K +5,776 New
BPA
190
Beacon Pointe Advisors
California
$408K +$97.5K +1,427 +34%
SDWMA
191
Schneider Downs Wealth Management Advisors
Pennsylvania
$394K -$283K -4,145 -43%
FRA
192
Frank Rimerman Advisors
California
$391K +$366K +5,356 New
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$389K -$1.64K -24 -0.5%
EGWAG
194
Elwood & Goetz Wealth Advisory Group
Georgia
$384K +$359K +5,257 New
RZH
195
Relyea Zuckerberg Hanson
Connecticut
$383K
CB
196
Community Bank
New York
$378K -$2.73K -40 -0.8%
BB
197
Bell Bank
North Dakota
$376K +$352K +5,149 New
ADL
198
Asset Dedication LLC
California
$365K +$86.8K +1,271 +34%
PP
199
PDS Planning
Ohio
$360K -$13.7K -200 -4%
DT
200
Diversified Trust
Tennessee
$351K +$328K +4,800 New

ESGD Hedge Fund Activity: Q4 2020 in Review

321 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2020, worth a combined $3.06B — up 28% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ESGD positions and 12 closed out — a net gain of 65 holders — while 153 added to existing stakes and 58 trimmed.

The largest buyer was Bank of America, adding an estimated $51M. The largest seller was Envestnet Asset Management, cutting an estimated $28.8M.

  • 321 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2020, up from 266 in Q3 2020.
  • Funds reported $3.06B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2020, up 28% quarter-over-quarter.
  • 77 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2020 and 12 closed out, a net change of +65 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2020 was Bank of America, an estimated $51M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2020.