We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF

417 hedge funds and large institutions have $5.28B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 250 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

355% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 55

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

14% more capital invested

Capital invested by funds: $4.64B → $5.28B (+$638M)

9% more funds holding

Funds holding: 382417 (+35)

0.1% more ownership

Funds ownership: 77.9%78% (+0.1%)

Holders
417
Holders Change
+35
Holders Change %
+9.16%
% of All Funds
7.3%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.37%
New
47
Increased
250
Reduced
55
Closed
9
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
$1.12B +$131M +1,636,933 +13%
PCA
2
Personal Capital Advisors
California
$361M +$38.9M +485,061 +12%
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$326M +$36.8M +458,896 +12%
Morgan Stanley
4
Morgan Stanley
New York
$290M +$28M +348,717 +10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$290M +$77.1M +960,754 +35%
JP Morgan Chase
6
JP Morgan Chase
New York
$228M +$66.4M +827,694 +40%
BlackRock
7
BlackRock
New York
$213M +$38.2M +475,688 +21%
Betterment LLC
8
Betterment LLC
New York
$208M +$24.4M +304,304 +13%
Northern Trust
9
Northern Trust
Illinois
$174M +$5.62M +70,025 +3%
UBS Group
10
UBS Group
Switzerland
$160M +$3.66M +45,534 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$123M +$12.2M +152,440 +11%
ST
12
Spinnaker Trust
Maine
$89.3M +$3.44M +42,816 +4%
CFG
13
Citizens Financial Group
Rhode Island
$81.9M +$83.1M +1,035,028 +9,919%
Goldman Sachs
14
Goldman Sachs
New York
$78.2M +$8.85M +110,285 +12%
Ameriprise
15
Ameriprise
Minnesota
$70.3M +$7.57M +94,273 +12%
Wells Fargo
16
Wells Fargo
California
$66.3M +$9.21M +114,730 +16%
PPW
17
Parcion Private Wealth
Washington
$52M +$4.85M +60,462 +10%
FLPIM
18
F.L. Putnam Investment Management
Massachusetts
$50.4M +$8.52M +106,089 +20%
Macquarie Group
19
Macquarie Group
Australia
$41.7M +$396K +4,930 +0.9%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$40.2M +$2.39M +29,721 +6%
EI
21
Ellevest Inc
New York
$36.4M +$4.23M +52,714 +13%
LPL Financial
22
LPL Financial
California
$36M +$9.49M +118,159 +35%
Osaic Holdings
23
Osaic Holdings
Arizona
$35M +$12.1M +150,523 +51%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$31.1M -$3.69M -46,000 -10%
EWA
25
EP Wealth Advisors
California
$29.9M +$2.53M +31,566 +9%

ESGD Hedge Fund Activity: Q3 2021 in Review

417 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2021, worth a combined $5.28B — up 14% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGD positions and 9 closed out — a net gain of 38 holders — while 250 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $131M. The largest seller was Jane Street, cutting an estimated $35.3M.

  • 417 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2021, up from 382 in Q2 2021.
  • Funds reported $5.28B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2021 and 9 closed out, a net change of +38 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2021 was Bank of America, an estimated $131M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2021 was Jane Street, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2021.