iShares ESG Aware MSCI EAFE ETF
ESGD
67 hedge funds and large institutions have $70.6M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 4 closing their positions.
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
350% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 6
71% more capital invested
Capital invested by funds: $41.3M → $70.6M (+$29.2M)
34% more funds holding
Funds holding: 50 → 67 (+17)
2.85% more ownership
Funds ownership: 32.08% → 34.93% (+2.9%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.81M |
| 2 |
BlackRock
New York
|
+$5.85M |
| 3 |
Morgan Stanley
New York
|
+$3.76M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.92M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$1.43M |
| 2 |
Jane Street
New York
|
-$535K |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$188K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$172K |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$97K |
ESGD Hedge Fund Activity: Q1 2018 in Review
67 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2018, worth a combined $70.6M — up 71% from $41.3M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new ESGD positions and 4 closed out — a net gain of 17 holders — while 27 added to existing stakes and 6 trimmed.
The largest buyer was UBS Group, adding an estimated $6.81M. The largest seller was Stifel Financial, exiting entirely with an estimated $1.43M sold.
- 67 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2018, up from 50 in Q4 2017.
- Funds reported $70.6M of iShares ESG Aware MSCI EAFE ETF stock for Q1 2018, up 71% quarter-over-quarter.
- 21 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2018 and 4 closed out, a net change of +17 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2018 was UBS Group, an estimated $6.81M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2018 was Stifel Financial, an estimated $1.43M sold.
Based on aggregated 13F filings for Q1 2018.