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iShares ESG Aware MSCI EAFE ETF

321 hedge funds and large institutions have $3.06B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 153 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

542% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 12

164% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 58

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

28% more capital invested

Capital invested by funds: $2.38B → $3.06B (+$677M)

21% more funds holding

Funds holding: 266321 (+55)

0.64% more ownership

Funds ownership: 76.06%76.71% (+0.64%)

Holders
321
Holders Change
+55
Holders Change %
+20.68%
% of All Funds
5.68%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
77
Increased
153
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
201
Sentinel Trust
Texas
$350K
BCI
202
Brinker Capital Investments
Pennsylvania
$349K -$37.4K -547 -10%
PAI
203
Pittenger & Anderson Inc
Nebraska
$343K +$63.7K +933 +25%
FHB
204
First Hawaiian Bank
Hawaii
$343K +$320K +4,691 New
BIA
205
Bigelow Investment Advisors
Maine
$335K -$15.2K -222 -5%
MSFS
206
Main Street Financial Solutions
Pennsylvania
$335K +$313K +4,586 New
NCM
207
Neumann Capital Management
California
$333K +$14.3K +210 +5%
AWS
208
AJ Wealth Strategies
New York
$331K
EFL
209
ERn Financial LLC
Wisconsin
$331K +$23.6K +346 +8%
CWM
210
Chicago Wealth Management
Illinois
$329K
KLI
211
Kelman-Lazarov Inc
Tennessee
$326K +$22.2K +325 +8%
SAG
212
Spotlight Asset Group
Illinois
$323K +$14.5K +212 +5%
SEIA
213
Signature Estate & Investment Advisors
California
$316K +$295K +4,318 New
CT
214
Columbia Trust
Oregon
$316K +$296K +4,340 New
Citigroup
215
Citigroup
New York
$310K +$13K +191 +5%
FFN
216
Focus Financial Network
Minnesota
$306K -$42.6K -624 -13%
OWP
217
Obermeyer Wealth Partners
Colorado
$301K +$281K +4,120 New
SCA
218
Snowden Capital Advisors
New York
$301K -$535K -7,831 -66%
CFG
219
Citizens Financial Group
Rhode Island
$293K +$29.4K +430 +12%
UCFA
220
United Capital Financial Advisors
Texas
$292K +$3.89K +57 +1%
BOPW
221
Brandywine Oak Private Wealth
Pennsylvania
$291K +$14.2K +208 +6%
VHAM
222
Van Hulzen Asset Management
California
$288K -$225K -3,300 -46%
PFM
223
Peak Financial Management
Massachusetts
$287K +$268K +3,930 New
GAM
224
Gemmer Asset Management
California
$283K +$264K +3,868 New
FC
225
Fulcrum Capital
Washington
$276K

ESGD Hedge Fund Activity: Q4 2020 in Review

321 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2020, worth a combined $3.06B — up 28% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ESGD positions and 12 closed out — a net gain of 65 holders — while 153 added to existing stakes and 58 trimmed.

The largest buyer was Bank of America, adding an estimated $51M. The largest seller was Envestnet Asset Management, cutting an estimated $28.8M.

  • 321 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2020, up from 266 in Q3 2020.
  • Funds reported $3.06B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2020, up 28% quarter-over-quarter.
  • 77 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2020 and 12 closed out, a net change of +65 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2020 was Bank of America, an estimated $51M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2020.