iShares ESG Aware MSCI EAFE ETF
ESGD
497 hedge funds and large institutions have $6B invested in iShares ESG Aware MSCI EAFE ETF in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 270 increasing their positions, 54 reducing their positions, and 17 closing their positions.
494% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 17
400% more repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 54
19% more funds holding
Funds holding: 418 → 497 (+79)
14% more capital invested
Capital invested by funds: $5.28B → $6B (+$715M)
0.86% more ownership
Funds ownership: 78.05% → 78.91% (+0.86%)
5% less funds holding in top 10
Funds holding in top 10: 22 → 21 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$88.3M |
| 2 |
JP Morgan Chase
New York
|
+$45.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$39.1M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$36.5M |
| 5 |
Morgan Stanley
New York
|
+$35.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$16.8M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$12.3M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$10.4M |
| 4 |
Jane Street
New York
|
-$7.59M |
| 5 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
-$7.59M |
ESGD Hedge Fund Activity: Q4 2021 in Review
497 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2021, worth a combined $6B — up 14% from $5.28B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new ESGD positions and 17 closed out — a net gain of 84 holders — while 270 added to existing stakes and 54 trimmed.
The largest buyer was Bank of America, adding an estimated $88.3M. The largest seller was Macquarie Group, cutting an estimated $16.8M.
- 497 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2021, up from 418 in Q3 2021.
- Funds reported $6B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2021, up 14% quarter-over-quarter.
- 101 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2021 and 17 closed out, a net change of +84 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2021 was Bank of America, an estimated $88.3M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2021 was Macquarie Group, an estimated $16.8M sold.
Based on aggregated 13F filings for Q4 2021.