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iShares ESG Aware MSCI EAFE ETF

382 hedge funds and large institutions have $4.64B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 244 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 46

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

21% more capital invested

Capital invested by funds: $3.84B → $4.64B (+$798M)

4% more funds holding

Funds holding: 369382 (+13)

1.82% more ownership

Funds ownership: 76.08%77.9% (+1.8%)

Holders
382
Holders Change
+13
Holders Change %
+3.52%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
40
Increased
244
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
201
Brandywine Oak Private Wealth
Pennsylvania
$614K +$199K +2,504 +47%
FHA
202
First Horizon Advisors
Tennessee
$598K +$80K +1,005 +15%
CA
203
CGN Advisors
Kansas
$595K +$11.9K +150 +2%
KLI
204
Kelman-Lazarov Inc
Tennessee
$593K +$79K +992 +15%
FHB
205
First Hawaiian Bank
Hawaii
$587K +$30.5K +383 +5%
IFAM
206
Institutional & Family Asset Management
Colorado
$578K +$18.5K +232 +3%
WCFA
207
Walkner Condon Financial Advisors
Wisconsin
$575K -$4.3K -54 -0.7%
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
$567K
KPWS
209
Kestra Private Wealth Services
Texas
$561K +$565K +7,104 New
SWP
210
Stratos Wealth Partners
Ohio
$556K +$3.58K +45 +0.6%
CCA
211
Cobblestone Capital Advisors
New York
$555K +$15.3K +192 +3%
MBT
212
Montecito Bank & Trust
California
$540K
AF
213
Affiance Financial
Minnesota
$535K +$32.4K +407 +6%
VHAM
214
Van Hulzen Asset Management
California
$535K +$49.7K +624 +10%
SCA
215
Snowden Capital Advisors
New York
$533K +$49.9K +627 +10%
B
216
Bailard
California
$521K
CG
217
Colony Group
Massachusetts
$518K
GW
218
GW & Wade
Massachusetts
$512K +$86.3K +1,084 +20%
MCWS
219
McKinley Carter Wealth Services
West Virginia
$511K +$260K +3,263 +102%
OBWG
220
Onyx Bridge Wealth Group
New York
$505K +$210K +2,644 +70%
MAM
221
Meeder Asset Management
Ohio
$488K +$21K +264 +4%
ST
222
Sentinel Trust
Texas
$487K -$2.94K -37 -0.6%
OCM
223
One Capital Management
California
$483K +$86.8K +1,090 +22%
ACA
224
Atlas Capital Advisors
Wyoming
$483K +$637 +8 +0.1%
CIBC World Market
225
CIBC World Market
Ontario, Canada
$475K +$478K +6,010 New

ESGD Hedge Fund Activity: Q2 2021 in Review

382 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2021, worth a combined $4.64B — up 21% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESGD positions and 21 closed out — a net gain of 19 holders — while 244 added to existing stakes and 46 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Creative Planning, cutting an estimated $4.02M.

  • 382 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2021, up from 369 in Q1 2021.
  • Funds reported $4.64B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2021, up 21% quarter-over-quarter.
  • 40 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2021 and 21 closed out, a net change of +19 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2021 was Bank of America, an estimated $132M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2021 was Creative Planning, an estimated $4.02M sold.

Based on aggregated 13F filings for Q2 2021.