We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF

382 hedge funds and large institutions have $4.64B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 244 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 46

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

21% more capital invested

Capital invested by funds: $3.84B → $4.64B (+$798M)

4% more funds holding

Funds holding: 369382 (+13)

1.82% more ownership

Funds ownership: 76.08%77.9% (+1.8%)

Holders
382
Holders Change
+13
Holders Change %
+3.52%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
40
Increased
244
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
176
Citizens Financial Group
Rhode Island
$825K +$66.8K +839 +9%
MM
177
Main Management
California
$822K
KP
178
Keel Point
Alabama
$790K -$71.1K -893 -8%
KAS
179
Kestra Advisory Services
Texas
$784K +$264K +3,316 +50%
FA
180
Fiducient Advisors
Illinois
$754K +$9.79K +123 +1%
CGL
181
Clarius Group LLC
Washington
$752K +$24.6K +309 +3%
NEGWA
182
New England Guild Wealth Advisors
Connecticut
$747K -$319K -4,007 -30%
CCM
183
Coldstream Capital Management
Washington
$740K +$745K +9,366 New
QCM
184
Quest Capital Management
Texas
$736K -$876 -11 -0.1%
V
185
Veritable
Delaware
$728K
RW
186
REDW Wealth
New Mexico
$705K
TWM
187
Tradition Wealth Management
Minnesota
$697K -$64.7K -813 -8%
KFS
188
Kelly Financial Services
Massachusetts
$688K +$4.32M +54,316 +66,239%
JFGLC
189
Johnson Financial Group LLC (Colorado)
Colorado
$679K -$180K -2,265 -21%
OPS
190
Orion Portfolio Solutions
Nebraska
$677K +$105K +1,316 +18%
SWG
191
Summit Wealth Group
Vermont
$677K +$496K +6,231 +266%
SHJ
192
Sharkey, Howes & Javer
Colorado
$675K +$140K +1,758 +26%
BCI
193
Brinker Capital Investments
Pennsylvania
$674K +$106K +1,329 +18%
SIC
194
Sigma Investment Counselors
Michigan
$658K -$3.18K -40 -0.5%
G
195
GenTrust
Florida
$647K +$45.1K +566 +7%
WA
196
Wealth Alliance
New York
$647K +$651K +8,184 New
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$644K +$58.9K +740 +10%
NCM
198
Neumann Capital Management
California
$635K +$90.7K +1,140 +17%
CT
199
Cambridge Trust
Massachusetts
$633K -$475K -5,965 -43%
GWA
200
GGM Wealth Advisors
Maryland
$626K +$1.59K +20 +0.3%

ESGD Hedge Fund Activity: Q2 2021 in Review

382 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2021, worth a combined $4.64B — up 21% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESGD positions and 21 closed out — a net gain of 19 holders — while 244 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Creative Planning, cutting an estimated $4.02M.

  • 382 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2021, up from 369 in Q1 2021.
  • Funds reported $4.64B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2021, up 21% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2021 and 21 closed out, a net change of +19 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2021 was Bank of America, an estimated $132M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2021 was Creative Planning, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2021.