iShares ESG Aware MSCI EAFE ETF
ESGD
586 hedge funds and large institutions have $6.95B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 183 reducing their positions, and 29 closing their positions.
55% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 29
19% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 183
7% more capital invested
Capital invested by funds: $6.47B → $6.95B (+$479M)
1% more funds holding
Funds holding: 581 → 586 (+5)
1.1% less ownership
Funds ownership: 80.54% → 79.44% (-1.1%)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$29.3M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$20.6M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$11.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$9.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$22.5M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$9.25M |
| 3 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$8.73M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$8.26M |
| 5 |
CAM
Clarity Asset Management
Ames,
Iowa
|
-$5.27M |
ESGD Hedge Fund Activity: Q3 2024 in Review
586 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q3 2024, worth a combined $6.95B — up 7.4% from $6.47B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new ESGD positions and 29 closed out — a net gain of 16 holders — while 217 added to existing stakes and 183 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $29.3M. The largest seller was TIAA Trust, National Association, cutting an estimated $22.5M.
- 586 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q3 2024, up from 581 in Q2 2024.
- Funds reported $6.95B of iShares ESG Aware MSCI EAFE ETF stock for Q3 2024, up 7.4% quarter-over-quarter.
- 45 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q3 2024 and 29 closed out, a net change of +16 holders.
- The largest iShares ESG Aware MSCI EAFE ETF buyer in Q3 2024 was Fidelity Investments, an estimated $29.3M added.
- The largest iShares ESG Aware MSCI EAFE ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $22.5M sold.
Based on aggregated 13F filings for Q3 2024.