iShares ESG Aware MSCI EAFE ETF
ESGD
383 hedge funds and large institutions have $4.63B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 245 increasing their positions, 46 reducing their positions, and 21 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 46
90% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 21
29% more funds holding in top 10
Funds holding in top 10: 14 → 18 (+4)
20% more capital invested
Capital invested by funds: $3.85B → $4.63B (+$782M)
4% more funds holding
Funds holding: 370 → 383 (+13)
1.74% more ownership
Funds ownership: 76.12% → 77.87% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$132M |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$48.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$43.5M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$42M |
| 5 |
JP Morgan Chase
New York
|
+$38.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$4.02M |
| 2 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$3.19M |
| 3 |
GCA
Greenwood Capital Associates
Greenwood,
South Carolina
|
-$2.46M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$1.3M |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$897K |
ESGD Hedge Fund Activity: Q2 2021 in Review
383 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2021, worth a combined $4.63B — up 20% from $3.85B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new ESGD positions and 21 closed out — a net gain of 19 holders — while 245 added to existing stakes and 46 trimmed.
The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Creative Planning, cutting an estimated $4.02M.
- 383 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2021, up from 370 in Q1 2021.
- Funds reported $4.63B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2021, up 20% quarter-over-quarter.
- 40 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2021 and 21 closed out, a net change of +19 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2021 was Bank of America, an estimated $132M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2021 was Creative Planning, an estimated $4.02M sold.
Based on aggregated 13F filings for Q2 2021.