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iShares ESG Aware MSCI EAFE ETF

417 hedge funds and large institutions have $5.28B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 250 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

355% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 55

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

14% more capital invested

Capital invested by funds: $4.64B → $5.28B (+$638M)

9% more funds holding

Funds holding: 382417 (+35)

0.1% more ownership

Funds ownership: 77.9%78% (+0.1%)

Holders
417
Holders Change
+35
Holders Change %
+9.16%
% of All Funds
7.3%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
47
Increased
250
Reduced
55
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WL
176
WIT LLC
District of Columbia
$1.11M
CGL
177
Clarius Group LLC
Washington
$1.1M +$365K +4,547 +48%
QCM
178
Quest Capital Management
Texas
$1.1M +$377K +4,694 +50%
FHA
179
First Horizon Advisors
Tennessee
$1.1M +$515K +6,412 +85%
IWC
180
Integrated Wealth Concepts
Massachusetts
$1.09M +$33.7K +420 +3%
OBWG
181
Onyx Bridge Wealth Group
New York
$1.08M +$570K +7,103 +110%
HB
182
Homrich & Berg
Georgia
$1.08M +$107K +1,333 +11%
Fisher Asset Management
183
Fisher Asset Management
Washington
$1.05M +$89.4K +1,113 +9%
BMD
184
Better Money Decisions
New Mexico
$1.03M +$128K +1,596 +14%
VC
185
Vicus Capital
Pennsylvania
$1M +$123K +1,536 +14%
FC
186
Fulcrum Capital
Washington
$977K +$10.4K +130 +1%
PAG
187
Private Advisor Group
New Jersey
$969K +$34.8K +433 +4%
CTA
188
Chesley Taft & Associates
Illinois
$952K
PFGIA
189
Patriot Financial Group Insurance Agency
Massachusetts
$941K +$41K +511 +4%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$924K -$25.7M -320,424 -96%
WA
191
Wealth Alliance
New York
$924K +$290K +3,607 +44%
SWG
192
Summit Wealth Group
Vermont
$923K +$257K +3,205 +37%
OPS
193
Orion Portfolio Solutions
Nebraska
$914K +$249K +3,099 +36%
Deutsche Bank
194
Deutsche Bank
Germany
$882K +$43.9K +547 +5%
MM
195
Main Management
California
$874K +$59.6K +743 +7%
PPA
196
Parametric Portfolio Associates
Washington
$870K -$1.13M -14,021 -56%
BOPW
197
Brandywine Oak Private Wealth
Pennsylvania
$847K +$224K +2,796 +36%
EFSCE
198
Enterprise Financial Services Corp (EFSC)
Missouri
$841K +$15.3K +190 +2%
G
199
GenTrust
Florida
$768K +$129K +1,610 +20%
KLI
200
Kelman-Lazarov Inc
Tennessee
$768K +$184K +2,298 +31%

ESGD Hedge Fund Activity: Q3 2021 in Review

417 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2021, worth a combined $5.28B — up 14% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 9 closed out — a net gain of 38 holders — while 250 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $131M. The largest seller was Jane Street, cutting an estimated $35.3M.

  • 417 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2021, up from 382 in Q2 2021.
  • Funds reported $5.28B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2021 and 9 closed out, a net change of +38 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2021 was Bank of America, an estimated $131M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2021 was Jane Street, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2021.