iShares ESG Aware MSCI EAFE ETF
ESGD
200 hedge funds and large institutions have $999M invested in iShares ESG Aware MSCI EAFE ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 100 increasing their positions, 25 reducing their positions, and 7 closing their positions.
471% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 7
300% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 25
50% more capital invested
Capital invested by funds: $667M → $999M (+$333M)
16% more funds holding
Funds holding: 172 → 200 (+28)
3.88% more ownership
Funds ownership: 63.81% → 67.69% (+3.9%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$120M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$32.8M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$17.4M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
-$3.46M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$1.68M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$704K |
| 4 |
BlackRock
New York
|
-$674K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$512K |
ESGD Hedge Fund Activity: Q4 2019 in Review
200 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2019, worth a combined $999M — up 50% from $667M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new ESGD positions and 7 closed out — a net gain of 33 holders — while 100 added to existing stakes and 25 trimmed.
The largest buyer was Bank of America, adding an estimated $120M. The largest seller was Fiduciary Trust International of Pennsylvania, exiting entirely with an estimated $3.46M sold.
- 200 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2019, up from 172 in Q3 2019.
- Funds reported $999M of iShares ESG Aware MSCI EAFE ETF stock for Q4 2019, up 50% quarter-over-quarter.
- 40 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2019 and 7 closed out, a net change of +33 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2019 was Bank of America, an estimated $120M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2019 was Fiduciary Trust International of Pennsylvania, an estimated $3.46M sold.
Based on aggregated 13F filings for Q4 2019.