iShares ESG Aware MSCI EAFE ETF
ESGD
100 hedge funds and large institutions have $168M invested in iShares ESG Aware MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 12 reducing their positions, and 4 closing their positions.
1,087% more capital inflows, than outflows
Capital inflows: $63.7M | Capital outflows: $5.37M
500% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 4
233% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 12
23% more funds holding
Funds holding: 81 → 100 (+19)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
56.69% less ownership
Funds ownership: 86.92% → 30.24% (-57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.61M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$7.2M |
| 4 |
Morgan Stanley
New York
|
+$6.76M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.07M |
| 2 |
Litman Gregory Wealth Management
Larkspur,
California
|
-$1.21M |
| 3 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$292K |
| 4 |
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$256K |
| 5 |
DFIG
Dragon Financial & Investment Group
San Mateo,
California
|
-$219K |
ESGD Hedge Fund Activity: Q3 2018 in Review
100 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2018, worth a combined $168M — up 56% from $108M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ESGD positions and 4 closed out — a net gain of 20 holders — while 40 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $12.3M. The largest seller was Jane Street, cutting an estimated $3.07M.
- 100 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2018, up from 81 in Q2 2018.
- Funds reported $168M of iShares ESG Aware MSCI EAFE ETF stock for Q3 2018, up 56% quarter-over-quarter.
- 24 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2018 and 4 closed out, a net change of +20 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2018 was Bank of America, an estimated $12.3M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2018 was Jane Street, an estimated $3.07M sold.
Based on aggregated 13F filings for Q3 2018.