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iShares ESG Aware MSCI EAFE ETF

607 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 280 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 38

79% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 156

4% more funds holding

Funds holding: 586607 (+21)

2.41% more ownership

Funds ownership: 79.44%81.85% (+2.4%)

5% less capital invested

Capital invested by funds: $6.95B → $6.58B (-$366M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
607
Holders Change
+21
Holders Change %
+3.58%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
73
Increased
280
Reduced
156
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$739M +$18.4M +230,639 +2%
JP Morgan Chase
2
JP Morgan Chase
New York
$477M +$31.8M +399,962 +7%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$454M +$21.6M +271,626 +5%
Northern Trust
4
Northern Trust
Illinois
$427M +$77.4M +973,276 +21%
Morgan Stanley
5
Morgan Stanley
New York
$385M +$4.97M +62,407 +1%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$341M +$14.1M +176,993 +4%
Betterment LLC
7
Betterment LLC
New York
$259M +$4.27M +53,721 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$178M +$36.6M +459,851 +24%
Ameriprise
9
Ameriprise
Minnesota
$153M +$1.33M +16,682 +0.8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$142M +$9.29M +116,769 +7%
Wells Fargo
11
Wells Fargo
California
$126M -$605K -7,599 -0.5%
Goldman Sachs
12
Goldman Sachs
New York
$124M +$9.69M +121,848 +8%
AA
13
Acorns Advisers
California
$114M +$12.4M +156,226 +12%
UBS Group
14
UBS Group
Switzerland
$110M -$1.89M -23,788 -2%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$105M -$33.5M -421,457 -23%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$91.8M +$5.9M +74,198 +7%
ST
17
Spinnaker Trust
Maine
$91.4M +$398K +5,004 +0.4%
Wealthfront Advisers
18
Wealthfront Advisers
California
$85.8M -$3.47M -43,574 -4%
BlackRock
19
BlackRock
New York
$85.4M -$10.4M -130,691 -10%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$78M -$16.2M -203,952 -17%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$77.4M +$5.01M +62,910 +7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$75.1M +$2.21M +27,750 +3%
EI
23
Ellevest Inc
New York
$69.3M +$5.21M +65,508 +8%
US Bancorp
24
US Bancorp
Minnesota
$64.8M +$3.91M +49,113 +6%
Jane Street
25
Jane Street
New York
$47.6M +$39M +489,683 +363%

ESGD Hedge Fund Activity: Q4 2024 in Review

607 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q4 2024, worth a combined $6.58B — down 5.3% from $6.95B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new ESGD positions and 38 closed out — a net gain of 35 holders — while 280 added to existing stakes and 156 trimmed.

The largest buyer was Northern Trust, adding an estimated $77.4M. The largest seller was Fifth Third Bancorp, cutting an estimated $33.5M.

  • 607 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q4 2024, up from 586 in Q3 2024.
  • Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 73 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q4 2024 and 38 closed out, a net change of +35 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q4 2024 was Northern Trust, an estimated $77.4M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q4 2024 was Fifth Third Bancorp, an estimated $33.5M sold.

Based on aggregated 13F filings for Q4 2024.