iShares ESG Aware MSCI EAFE ETF
ESGD
152 hedge funds and large institutions have $540M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 22 reducing their positions, and 10 closing their positions.
277% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 22
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
18% more capital invested
Capital invested by funds: $457M → $540M (+$83.3M)
3% more funds holding
Funds holding: 148 → 152 (+4)
1.27% less ownership
Funds ownership: 66.14% → 64.87% (-1.3%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$14.5M |
| 2 |
BlackRock
New York
|
+$6.16M |
| 3 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
+$5.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.99M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$14.6M |
| 2 |
RWM
Raffa Wealth Management
Washington,
District of Columbia
|
-$1.09M |
| 3 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$740K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$286K |
| 5 |
MM
Main Management
San Francisco,
California
|
-$252K |
ESGD Hedge Fund Activity: Q2 2019 in Review
152 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2019, worth a combined $540M — up 18% from $457M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new ESGD positions and 10 closed out — a net gain of 8 holders — while 83 added to existing stakes and 22 trimmed.
The largest buyer was Personal Capital Advisors, adding an estimated $14.5M. The largest seller was Citadel Advisors, cutting an estimated $14.6M.
- 152 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2019, up from 148 in Q1 2019.
- Funds reported $540M of iShares ESG Aware MSCI EAFE ETF stock for Q2 2019, up 18% quarter-over-quarter.
- 18 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2019 and 10 closed out, a net change of +8 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2019 was Personal Capital Advisors, an estimated $14.5M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2019 was Citadel Advisors, an estimated $14.6M sold.
Based on aggregated 13F filings for Q2 2019.