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iShares ESG Aware MSCI EAFE ETF

607 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 280 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 38

79% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 156

4% more funds holding

Funds holding: 586607 (+21)

2.41% more ownership

Funds ownership: 79.44%81.85% (+2.4%)

5% less capital invested

Capital invested by funds: $6.95B → $6.58B (-$366M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
607
Holders Change
+21
Holders Change %
+3.58%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
73
Increased
280
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
176
TriaGen Wealth Management
California
$1.93M -$9.55K -120 -0.5%
AF
177
Affiance Financial
Minnesota
$1.93M +$1.67K +21 +0.1%
AGWCA
178
Annis Gardner Whiting Capital Advisors
Florida
$1.91M +$7.96K +100 +0.4%
VC
179
Vicus Capital
Pennsylvania
$1.89M +$104K +1,305 +6%
VAF
180
Values Added Financial
District of Columbia
$1.84M +$398K +5,006 +26%
BCM
181
Brookstone Capital Management
Illinois
$1.82M +$98.1K +1,233 +5%
CWP
182
CFM Wealth Partners
Texas
$1.8M +$38K +478 +2%
OFP
183
OLIO Financial Planning
Virginia
$1.8M +$292K +3,670 +18%
OCM
184
One Capital Management
California
$1.78M -$25.5K -320 -1%
HHGA
185
Halbert Hargrove Global Advisors
California
$1.77M +$53.2K +669 +3%
RF
186
RHS Financial
California
$1.76M +$17.3K +217 +0.9%
WWA
187
Wingate Wealth Advisors
Massachusetts
$1.76M +$1.84M +23,094 New
BWM
188
BigSur Wealth Management
Florida
$1.75M
IWC
189
Integrated Wealth Concepts
Massachusetts
$1.74M -$1.78M -22,423 -50%
CWM
190
Connecticut Wealth Management
Connecticut
$1.73M -$286K -3,598 -14%
FFBTD
191
First Financial Bank - Trust Division
Ohio
$1.68M -$17.3K -218 -1%
HI
192
Harbour Investments
Wisconsin
$1.66M +$55.3K +695 +3%
National Bank of Canada
193
National Bank of Canada
Quebec, Canada
$1.61M +$1.68M +21,112 New
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$1.6M -$183K -2,294 -10%
HWM
195
HB Wealth Management
Georgia
$1.58M +$66.8K +840 +4%
OWA
196
One Wealth Advisors
California
$1.56M +$73.8K +928 +5%
WLIM
197
White Lighthouse Investment Management
Massachusetts
$1.52M +$40.7K +512 +3%
MMA
198
Miracle Mile Advisors
California
$1.52M +$241K +3,024 +18%
PWMG
199
Private Wealth Management Group
New Jersey
$1.51M +$21.3K +268 +1%
G
200
GenTrust
Florida
$1.49M +$1.27K +16 +0.1%

ESGD Hedge Fund Activity: Q4 2024 in Review

607 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2024, worth a combined $6.58B — down 5.3% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ESGD positions and 38 closed out — a net gain of 35 holders — while 280 added to existing stakes and 156 trimmed.

The largest buyer was Northern Trust, adding an estimated $77.4M. The largest seller was Fifth Third Bancorp, cutting an estimated $33.5M.

  • 607 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2024, up from 586 in Q3 2024.
  • Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 73 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2024 and 38 closed out, a net change of +35 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2024 was Northern Trust, an estimated $77.4M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2024 was Fifth Third Bancorp, an estimated $33.5M sold.

Based on aggregated 13F filings for Q4 2024.