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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
HNB
201
Huntington National Bank
Ohio
$1.09M
MI
202
Mercer Investments
Massachusetts
$1.08M
BPA
203
Beacon Pointe Advisors
California
$1.08M +$499K +6,620 +83%
HGWM
204
Harvest Group Wealth Management
Massachusetts
$1.07M +$998K +13,253 +1,022%
MIAN
205
Mariner Independent Advisor Network
Kansas
$1.07M +$253K +3,355 +30%
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$1.05M +$257K +3,410 +32%
WT
207
Whittier Trust
California
$1.04M
WFA
208
Wade Financial Advisory
California
$1.04M +$795K +10,560 +298%
HWM
209
HB Wealth Management
Georgia
$1.03M +$36K +478 +4%
Deutsche Bank
210
Deutsche Bank
Germany
$1.02M +$179K +2,377 +21%
VFIC
211
Valley Forge Investment Consultants
Pennsylvania
$1.02M +$1.04M +13,809 New
GC
212
Grimes & Company
Massachusetts
$987K +$15.8K +210 +2%
MCM
213
Mendel Capital Management
Arkansas
$985K +$828 +11 +0.1%
BF
214
Brooklyn FI
New York
$971K -$364K -4,831 -27%
BWM
215
Bulltick Wealth Management
Florida
$961K +$212K +2,817 +28%
GW
216
GW & Wade
Massachusetts
$937K +$215K +2,854 +29%
MWM
217
Merriman Wealth Management
Washington
$914K -$2.48M -32,956 -73%
CAMV
218
Concord Asset Management (Virginia)
Virginia
$912K +$168K +2,227 +22%
RP
219
Riverwater Partners
Wisconsin
$908K -$12.4K -164 -1%
PAG
220
Private Advisor Group
New Jersey
$900K -$97.3K -1,292 -10%
HGWM
221
Horst & Graben Wealth Management
Oregon
$893K -$912K -12,109 -50%
PMFA
222
Plante Moran Financial Advisors
Michigan
$869K +$284K +3,772 +47%
CTA
223
Chesley Taft & Associates
Illinois
$855K -$15.1K -201 -2%
GWM
224
GSB Wealth Management
Connecticut
$804K +$821K +10,899 New
QC
225
Quent Capital
New York
$795K +$651K +8,649 +405%

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.