iShares ESG Aware MSCI EAFE ETF
ESGD
581 hedge funds and large institutions have $6.47B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 246 increasing their positions, 196 reducing their positions, and 24 closing their positions.
54% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 24
26% more repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 196
1% more funds holding
Funds holding: 574 → 581 (+7)
0.24% less ownership
Funds ownership: 80.78% → 80.54% (-0.24%)
2% less capital invested
Capital invested by funds: $6.58B → $6.47B (-$109M)
19% less funds holding in top 10
Funds holding in top 10: 21 → 17 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$51.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.5M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$13.6M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$9.79M |
| 5 |
AA
Acorns Advisers
Irvine,
California
|
+$6.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$52.2M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$33.7M |
| 3 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$16.6M |
| 4 |
JP Morgan Chase
New York
|
-$13.7M |
| 5 |
Morgan Stanley
New York
|
-$11M |
ESGD Hedge Fund Activity: Q2 2024 in Review
581 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q2 2024, worth a combined $6.47B — down 1.7% from $6.58B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new ESGD positions and 24 closed out — a net gain of 13 holders — while 246 added to existing stakes and 196 trimmed.
The largest buyer was Northern Trust, adding an estimated $51.3M. The largest seller was Betterment LLC, cutting an estimated $52.2M.
- 581 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q2 2024, up from 574 in Q1 2024.
- Funds reported $6.47B of iShares ESG Aware MSCI EAFE ETF stock for Q2 2024, down 1.7% quarter-over-quarter.
- 37 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q2 2024 and 24 closed out, a net change of +13 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q2 2024 was Northern Trust, an estimated $51.3M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q2 2024 was Betterment LLC, an estimated $52.2M sold.
Based on aggregated 13F filings for Q2 2024.