iShares ESG Aware MSCI EAFE ETF
ESGD
147 hedge funds and large institutions have $456M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 66 increasing their positions, 17 reducing their positions, and 10 closing their positions.
288% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 17
270% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 10
57% more capital invested
Capital invested by funds: $291M → $456M (+$165M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
20% more funds holding
Funds holding: 122 → 147 (+25)
5.57% more ownership
Funds ownership: 60.41% → 65.99% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$48.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15.6M |
| 3 |
EI
Ellevest Inc
New York
|
+$14.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$14.3M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$15.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.73M |
| 3 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$6.61M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.51M |
| 5 |
TA
Tiedemann Advisors
New York
|
-$1.03M |
ESGD Hedge Fund Activity: Q1 2019 in Review
147 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2019, worth a combined $456M — up 57% from $291M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new ESGD positions and 10 closed out — a net gain of 27 holders — while 66 added to existing stakes and 17 trimmed.
The largest buyer was Personal Capital Advisors, opening a new position worth an estimated $48.3M. The largest seller was JP Morgan Chase, cutting an estimated $15.1M.
- 147 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2019, up from 122 in Q4 2018.
- Funds reported $456M of iShares ESG Aware MSCI EAFE ETF stock for Q1 2019, up 57% quarter-over-quarter.
- 37 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2019 and 10 closed out, a net change of +27 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2019 was Personal Capital Advisors, an estimated $48.3M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2019 was JP Morgan Chase, an estimated $15.1M sold.
Based on aggregated 13F filings for Q1 2019.