iShares ESG Aware MSCI EAFE ETF
ESGD
8 hedge funds and large institutions have $53.8M invested in iShares ESG Aware MSCI EAFE ETF in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
1,090% more capital invested
Capital invested by funds: $4.52M → $53.8M (+$49.3M)
300% more funds holding
Funds holding: 2 → 8 (+6)
50.84% more ownership
Funds ownership: 0% → 50.84% (+51%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| 1 |
BlackRock
New York
|
+$49.7M |
| 2 |
SCA
Snowden Capital Advisors
New York
|
+$1.14M |
| 3 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$148K |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$99.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$82.5K |
Top Sellers
| 1 |
Jane Street
New York
|
-$2.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $50.2M | +$49.7M | +900,000 | New |
|
|
2
Jane Street
New York
| $2.15M | -$2.25M | -40,681 | -51% |
|
|
SCA
3
Snowden Capital Advisors
New York
| $1.15M | +$1.14M | +20,589 | New |
|
|
FANJ
4
Financial Architects (New Jersey)
Marlton,
New Jersey
| $150K | +$148K | +2,685 | New |
|
|
LGWM
5
Litman Gregory Wealth Management
Larkspur,
California
| $101K | +$99.7K | +1,806 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $83K | +$82.5K | +1,495 | New |
|
|
ADL
7
Asset Dedication LLC
San Francisco,
California
| $22K | +$22.2K | +402 | New |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $17K | – | – | – |
|
ESGD Hedge Fund Activity: Q4 2016 in Review
8 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2016, worth a combined $53.8M — up 1,090% from $4.52M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ESGD positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $49.7M. The largest seller was Jane Street, cutting an estimated $2.25M.
- 8 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2016, up from 2 in Q3 2016.
- Funds reported $53.8M of iShares ESG Aware MSCI EAFE ETF stock for Q4 2016, up 1,090% quarter-over-quarter.
- 6 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2016 and 0 closed out, a net change of +6 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2016 was BlackRock, an estimated $49.7M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2016 was Jane Street, an estimated $2.25M sold.
Based on aggregated 13F filings for Q4 2016.