We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF

382 hedge funds and large institutions have $4.64B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 244 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more repeat investments, than reductions

Existing positions increased: 244 | 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: 1418 (+4)

21% more capital invested

Capital invested by funds: $3.84B → $4.64B (+$798M)

4% more funds holding

Funds holding: 369382 (+13)

1.82% more ownership

Funds ownership: 76.08%77.9% (+1.8%)

Holders
382
Holders Change
+13
Holders Change %
+3.52%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
40
Increased
244
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$996M +$132M +1,658,280 +15%
PCA
2
Personal Capital Advisors
California
$325M +$48.9M +613,857 +18%
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$292M +$10.2M +128,283 +4%
Morgan Stanley
4
Morgan Stanley
New York
$265M +$34.5M +433,650 +15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$216M +$43.5M +546,004 +25%
Betterment LLC
6
Betterment LLC
New York
$185M +$30.8M +386,749 +20%
BlackRock
7
BlackRock
New York
$178M +$9.84M +123,687 +6%
Northern Trust
8
Northern Trust
Illinois
$170M +$15.3M +192,082 +10%
JP Morgan Chase
9
JP Morgan Chase
New York
$164M +$38.9M +488,716 +31%
UBS Group
10
UBS Group
Switzerland
$158M +$3.24M +40,651 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$112M +$12.6M +158,568 +13%
ST
12
Spinnaker Trust
Maine
$86.6M +$9.96M +125,080 +13%
Goldman Sachs
13
Goldman Sachs
New York
$70.1M +$11.1M +139,610 +19%
Ameriprise
14
Ameriprise
Minnesota
$62.3M +$10.1M +127,434 +19%
Wells Fargo
15
Wells Fargo
California
$57.7M -$40.4K -507 -0.1%
PPW
16
Parcion Private Wealth
Washington
$46.4M +$10.5M +131,691 +29%
Jane Street
17
Jane Street
New York
$42.5M +$20.5M +257,421 +92%
FLPIM
18
F.L. Putnam Investment Management
Massachusetts
$42.5M +$1.96M +24,603 +5%
Macquarie Group
19
Macquarie Group
Australia
$41.7M +$42M +527,070 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$38.2M +$6.74M +84,724 +21%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$35M +$7.48M +93,925 +27%
EI
22
Ellevest Inc
New York
$32.8M +$4.63M +58,161 +16%
EWA
23
EP Wealth Advisors
California
$27.7M +$2.03M +25,549 +8%
LPL Financial
24
LPL Financial
California
$27M +$1.06M +13,347 +4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$26.3M +$18.3M +229,343 +223%

ESGD Hedge Fund Activity: Q2 2021 in Review

382 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2021, worth a combined $4.64B — up 21% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ESGD positions and 21 closed out — a net gain of 19 holders — while 244 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.

  • 382 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2021, up from 369 in Q1 2021.
  • Funds reported $4.64B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2021, up 21% 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.