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iShares ESG Aware MSCI EAFE ETF
ESGD

576 hedge funds and large institutions have $6.51B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 230 increasing their positions, 191 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

20% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 191

14% more capital invested

Capital invested by funds: $5.7B → $6.51B (+$807M)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

4% more funds holding

Funds holding: 553 → 576 (+23)

3.83% more ownership

Funds ownership: 81.48% → 85.31% (+3.8%)

Holders
576
Holders Change
+23
Holders Change %
+4.16%
% of All Funds
8.4%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
72
Increased
230
Reduced
191
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$350M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.9M
3
Jane Street
Jane Street
New York
+$26.4M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$12M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$59M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$57.8M
3
EI
Ellevest Inc
New York
-$43.7M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$19.3M
5
Empower Advisory Group
Empower Advisory Group
Colorado
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
176
Brookstone Capital Management
Illinois
$1.78M -$124K -1,745 -7%
RJT
177
Raymond James Trust
Florida
$1.78M +$261K +3,681 +19%
VC
178
Vicus Capital
Pennsylvania
$1.77M -$152K -2,151 -8%
HI
179
Harbour Investments
Wisconsin
$1.76M -$78.3K -1,106 -5%
BC
180
Brio Consultants
California
$1.76M +$130K +1,830 +9%
PWLP
181
Prio Wealth Limited Partnership
Massachusetts
$1.76M – – –
CWP
182
CFM Wealth Partners
Texas
$1.74M – – –
BWM
183
BigSur Wealth Management
Florida
$1.74M – – –
GC
184
Grimes & Company
Massachusetts
$1.73M -$7.51K -106 -0.5%
HHGA
185
Halbert Hargrove Global Advisors
California
$1.69M +$64.5K +911 +4%
PWMG
186
Pioneer Wealth Management Group
Texas
$1.63M +$408K +5,760 +36%
3AM
187
3EDGE Asset Management
Florida
$1.62M +$1.52M +21,437 New
MCCP
188
Mission Creek Capital Partners
California
$1.6M -$22.7K -320 -1%
DWT
189
Dorsey & Whitney Trust
South Dakota
$1.59M -$35.4K -500 -2%
APP
190
Avantax Planning Partners
Iowa
$1.59M -$47.2K -666 -3%
OCM
191
One Capital Management
California
$1.57M -$21.1K -298 -1%
JFGLC
192
Johnson Financial Group LLC (Colorado)
Colorado
$1.56M – – –
LWMG
193
Levy Wealth Management Group
Pennsylvania
$1.55M +$52.1K +736 +4%
MMA
194
Miracle Mile Advisors
California
$1.53M -$18.8K -266 -1%
OFP
195
OLIO Financial Planning
Virginia
$1.51M -$7.58K -107 -0.5%
WN
196
Williams & Novak
California
$1.5M +$1.41M +19,866 New
G
197
GenTrust
Florida
$1.47M +$1.06K +15 +0.1%
NP
198
NorthRock Partners
Minnesota
$1.43M +$1.34M +18,884 New
NYLIM
199
New York Life Investment Management
New York
$1.41M +$86K +1,214 +7%
OWA
200
One Wealth Advisors
California
$1.4M -$1.3M -18,384 -50%
6 7
8
9 10

ESGD Hedge Fund Activity: Q4 2023 in Review

576 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2023, worth a combined $6.51B — up 14% from $5.7B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ESGD positions and 44 closed out — a net gain of 28 holders — while 230 added to existing stakes and 191 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $350M. The largest seller was Northern Trust, cutting an estimated $59M.

  • 576 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2023, up from 553 in Q3 2023.
  • Funds reported $6.51B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2023, up 14% quarter-over-quarter.
  • 72 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2023 and 44 closed out, a net change of +28 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2023 was Morgan Stanley, an estimated $350M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2023 was Northern Trust, an estimated $59M sold.

Based on aggregated 13F filings for Q4 2023.