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iShares ESG Aware MSCI EAFE ETF
ESGD

14 hedge funds and large institutions have $61.1M invested in iShares ESG Aware MSCI EAFE ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

75% more funds holding

Funds holding: 8 → 14 (+6)

13% more capital invested

Capital invested by funds: $53.8M → $61.1M (+$7.22M)

2.64% more ownership

Funds ownership: 50.84% → 53.48% (+2.6%)

Holders
14
Holders Change
+6
Holders Change %
+75%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$720K
2
Bank of America
Bank of America
North Carolina
+$546K
3
BWM
Baystate Wealth Management
Massachusetts
+$421K
4
LGWM
Litman Gregory Wealth Management
California
+$420K
5
SCA
Snowden Capital Advisors
New York
+$317K

Top Sellers

1
ADL
Asset Dedication LLC
California
-$22K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$54.1M – – –
Jane Street
2
Jane Street
New York
$3.06M +$720K +12,356 +32%
SCA
3
Snowden Capital Advisors
New York
$1.56M +$317K +5,442 +26%
Bank of America
4
Bank of America
North Carolina
$652K +$546K +9,359 +626%
LGWM
5
Litman Gregory Wealth Management
California
$541K +$420K +7,204 +399%
BWM
6
Baystate Wealth Management
Massachusetts
$433K +$421K +7,228 New
V
7
Veritable
Delaware
$220K +$214K +3,668 New
FANJ
8
Financial Architects (New Jersey)
New Jersey
$181K +$19K +326 +12%
SIAP
9
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$176K +$170K +2,923 New
UBS Group
10
UBS Group
Switzerland
$88K +$85.8K +1,471 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$28K +$27.4K +470 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$25K +$5.83K +100 +32%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$4K +$3.5K +60 New
YWP
14
YorkBridge Wealth Partners
New York
$3K +$2.92K +50 New
ADL
15
Asset Dedication LLC
California
– -$22K -402 Closed

ESGD Hedge Fund Activity: Q1 2017 in Review

14 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2017, worth a combined $61.1M — up 13% from $53.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ESGD positions and 1 closed out — a net gain of 6 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Jane Street, adding an estimated $720K. The largest seller was Asset Dedication LLC, exiting entirely with an estimated $22K sold.

  • 14 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2017, up from 8 in Q4 2016.
  • Funds reported $61.1M of iShares ESG Aware MSCI EAFE ETF stock for Q1 2017, up 13% quarter-over-quarter.
  • 7 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2017 and 1 closed out, a net change of +6 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2017 was Jane Street, an estimated $720K added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2017 was Asset Dedication LLC, an estimated $22K sold.

Based on aggregated 13F filings for Q1 2017.