iShares ESG Aware MSCI EAFE ETF
ESGD
546 hedge funds and large institutions have $5.81B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 227 increasing their positions, 181 reducing their positions, and 33 closing their positions.
39% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 33
25% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 181
11% more funds holding in top 10
Funds holding in top 10: 18 → 20 (+2)
5% more capital invested
Capital invested by funds: $5.53B → $5.81B (+$286M)
0% less funds holding
Funds holding: 547 → 546 (-1)
1.87% less ownership
Funds ownership: 82.46% → 80.59% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$27M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.1M |
| 3 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$19.2M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$19.1M |
| 5 |
M&T Bank
Buffalo,
New York
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$163M |
| 2 |
Jane Street
New York
|
-$94.8M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$21.7M |
| 4 |
Goldman Sachs
New York
|
-$21M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$17.2M |
ESGD Hedge Fund Activity: Q1 2023 in Review
546 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2023, worth a combined $5.81B — up 5.2% from $5.53B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new ESGD positions and 33 closed out — a net gain of 13 holders — while 227 added to existing stakes and 181 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $27M. The largest seller was Bank of America, cutting an estimated $163M.
- 546 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2023, down from 547 in Q4 2022.
- Funds reported $5.81B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2023, up 5.2% quarter-over-quarter.
- 46 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2023 and 33 closed out, a net change of +13 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $27M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2023 was Bank of America, an estimated $163M sold.
Based on aggregated 13F filings for Q1 2023.