iShares ESG Aware MSCI EAFE ETF
ESGD
562 hedge funds and large institutions have $6.13B invested in iShares ESG Aware MSCI EAFE ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 254 increasing their positions, 166 reducing their positions, and 30 closing their positions.
67% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 30
53% more repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 166
5% more capital invested
Capital invested by funds: $5.81B → $6.13B (+$315M)
3% more funds holding
Funds holding: 546 → 562 (+16)
1.43% more ownership
Funds ownership: 80.59% → 82.01% (+1.4%)
5% less funds holding in top 10
Funds holding in top 10: 20 → 19 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$110M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$35.6M |
| 3 |
JP Morgan Chase
New York
|
+$32.4M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$24.4M |
| 5 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SR
Swiss Re
Zurich,
Switzerland
|
-$48.3M |
| 2 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
-$27.6M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$18.4M |
| 4 |
Jane Street
New York
|
-$12.5M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$9.75M |
ESGD Hedge Fund Activity: Q2 2023 in Review
562 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2023, worth a combined $6.13B — up 5.4% from $5.81B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new ESGD positions and 30 closed out — a net gain of 20 holders — while 254 added to existing stakes and 166 trimmed.
The largest buyer was Northern Trust, adding an estimated $110M. The largest seller was Swiss Re, exiting entirely with an estimated $48.3M sold.
- 562 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2023, up from 546 in Q1 2023.
- Funds reported $6.13B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2023, up 5.4% quarter-over-quarter.
- 50 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2023 and 30 closed out, a net change of +20 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2023 was Northern Trust, an estimated $110M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2023 was Swiss Re, an estimated $48.3M sold.
Based on aggregated 13F filings for Q2 2023.