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iShares ESG Aware MSCI EAFE ETF

483 hedge funds and large institutions have $6.05B invested in iShares ESG Aware MSCI EAFE ETF in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 243 increasing their positions, 129 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 129

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

3.97% more ownership

Funds ownership: 78.86%82.83% (+4%)

1% more capital invested

Capital invested by funds: $5.99B → $6.05B (+$58.6M)

3% less funds holding

Funds holding: 496483 (-13)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

Holders
483
Holders Change
-13
Holders Change %
-2.62%
% of All Funds
7.62%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.36%
New
48
Increased
243
Reduced
129
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
176
Brandywine Oak Private Wealth
Pennsylvania
$1.41M +$166K +2,210 +13%
MLA
177
My Legacy Advisors
Oregon
$1.38M +$1.41M +18,760 New
OFP
178
OLIO Financial Planning
Virginia
$1.38M +$497K +6,604 +55%
GAM
179
Gould Asset Management
California
$1.38M -$156K -2,075 -10%
FANJ
180
Financial Architects (New Jersey)
New Jersey
$1.37M -$38.6K -512 -3%
RJT
181
Raymond James Trust
Florida
$1.37M +$265K +3,525 +23%
GT
182
Glenmede Trust
Pennsylvania
$1.3M
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$1.25M -$418K -5,544 -25%
RVPG
184
Relative Value Partners Group
$1.24M +$1.27M +16,811 New
APP
185
Avantax Planning Partners
Iowa
$1.22M +$1.24M +16,487 New
GCA
186
Greenwood Capital Associates
South Carolina
$1.19M -$228K -3,026 -16%
SWM
187
SigFig Wealth Management
California
$1.18M -$416K -5,522 -42%
FFBTD
188
First Financial Bank - Trust Division
Ohio
$1.18M +$103K +1,367 +9%
Prudential Financial
189
Prudential Financial
New Jersey
$1.18M -$1.08M -14,401 -47%
RCG
190
Regatta Capital Group
California
$1.18M +$293K +3,897 +32%
COCM
191
Charter Oak Capital Management
New Hampshire
$1.17M -$39.2K -521 -3%
DWT
192
Dorsey & Whitney Trust
South Dakota
$1.16M +$24.6K +327 +2%
NYLIM
193
New York Life Investment Management
New York
$1.15M -$244K -3,237 -17%
HHGA
194
Halbert Hargrove Global Advisors
California
$1.15M +$70K +929 +6%
SAS
195
Sage Advisory Services
Texas
$1.14M -$518K -6,880 -31%
NA
196
NewEdge Advisors
Louisiana
$1.14M -$329K -4,375 -22%
UB
197
UMB Bank
Missouri
$1.13M
WP
198
WealthSource Partners
California
$1.12M -$1.32M -17,507 -54%
NCM
199
Neumann Capital Management
California
$1.12M +$435K +5,770 +61%
DL
200
DOHJ LLC
Washington
$1.1M +$69.4K +922 +7%

ESGD Hedge Fund Activity: Q1 2022 in Review

483 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2022, worth a combined $6.05B — up 0.98% from $5.99B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of ESGD and 48 opened new positions — a net loss of 8 holders — while 129 trimmed existing stakes and 243 added.

The largest buyer was Jane Street, adding an estimated $256M. The largest seller was Envestnet Asset Management, cutting an estimated $87.7M.

  • 483 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2022, down from 496 in Q4 2021.
  • Funds reported $6.05B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2022, up 0.98% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2022 and 56 closed out, a net change of -8 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2022 was Jane Street, an estimated $256M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $87.7M sold.

Based on aggregated 13F filings for Q1 2022.