iShares ESG Aware MSCI EAFE ETF
ESGD
322 hedge funds and large institutions have $3.06B invested in iShares ESG Aware MSCI EAFE ETF in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 154 increasing their positions, 58 reducing their positions, and 12 closing their positions.
542% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 12
166% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 58
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
21% more capital invested
Capital invested by funds: $2.54B → $3.06B (+$524M)
21% more funds holding
Funds holding: 267 → 322 (+55)
0.66% more ownership
Funds ownership: 76.09% → 76.76% (+0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$51M |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$32.6M |
| 3 |
Morgan Stanley
New York
|
+$27.9M |
| 4 |
JP Morgan Chase
New York
|
+$18.9M |
| 5 |
Betterment LLC
New York
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$28.8M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$13.5M |
| 3 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$9.69M |
| 4 |
BlackRock
New York
|
-$7.21M |
| 5 |
NA
Nottingham Advisors
Amherst,
New York
|
-$2.52M |
ESGD Hedge Fund Activity: Q4 2020 in Review
322 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2020, worth a combined $3.06B — up 21% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new ESGD positions and 12 closed out — a net gain of 65 holders — while 154 added to existing stakes and 58 trimmed.
The largest buyer was Bank of America, adding an estimated $51M. The largest seller was Envestnet Asset Management, cutting an estimated $28.8M.
- 322 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2020, up from 267 in Q3 2020.
- Funds reported $3.06B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2020, up 21% quarter-over-quarter.
- 77 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2020 and 12 closed out, a net change of +65 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2020 was Bank of America, an estimated $51M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $28.8M sold.
Based on aggregated 13F filings for Q4 2020.