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iShares ESG Advanced MSCI EM ETF

21 hedge funds and large institutions have $18.9M invested in iShares ESG Advanced MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

80% more capital invested

Capital invested by funds: $10.5M → $18.9M (+$8.39M)

40% more funds holding

Funds holding: 1521 (+6)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

2.66% less ownership

Funds ownership: 48.68%46.02% (-2.7%)

Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
1
Flow Traders U.S.
New York
$10.6M +$6.25M +149,061 +136%
BFO
2
Biltmore Family Office
North Carolina
$3.34M -$108K -2,575 -3%
Citadel Advisors
3
Citadel Advisors
Florida
$864K +$884K +21,076 New
WCFA
4
Walkner Condon Financial Advisors
Wisconsin
$650K +$664K +15,850 New
APW
5
Atlantic Private Wealth
North Carolina
$628K
DT
6
Diversified Trust
Tennessee
$556K +$569K +13,573 New
WI
7
WrapManager Inc
California
$473K +$16.2K +387 +3%
FCG
8
Financial Connections Group
California
$463K +$170K +4,063 +56%
Jane Street
9
Jane Street
New York
$279K +$285K +6,801 New
BO
10
Bank OZK
Arkansas
$246K
MCM
11
MAI Capital Management
Ohio
$236K +$241K +5,748 New
I
12
IMPACTfolio
Colorado
$206K +$211K +5,025 New
PC
13
Pecaut & Co
Iowa
$130K +$9.94K +237 +8%
Osaic Holdings
14
Osaic Holdings
Arizona
$67K -$838 -20 -1%
FCT
15
First Community Trust
Iowa
$39K
TWC
16
TD Waterhouse Canada
Ontario, Canada
$29.4K
US Bancorp
17
US Bancorp
Minnesota
$25K
BWS
18
BCR Wealth Strategies
Alabama
$19K
UBS Group
19
UBS Group
Switzerland
$12K -$37.5K -895 -76%
MWM
20
Mascoma Wealth Management
New Hampshire
$10K +$10.7K +256 New
DTIM
21
Danda Trouve Investment Management
Kansas
$3K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
-$76K -1,768 Closed

EMXF Hedge Fund Activity: Q1 2022 in Review

21 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q1 2022, worth a combined $18.9M — up 80% from $10.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EMXF positions and 1 closed out — a net gain of 6 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $6.25M. The largest seller was Biltmore Family Office, cutting an estimated $108K.

  • 21 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q1 2022, up from 15 in Q4 2021.
  • Funds reported $18.9M of iShares ESG Advanced MSCI EM ETF stock for Q1 2022, up 80% quarter-over-quarter.
  • 7 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q1 2022 and 1 closed out, a net change of +6 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q1 2022 was Flow Traders U.S., an estimated $6.25M added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q1 2022 was Biltmore Family Office, an estimated $108K sold.

Based on aggregated 13F filings for Q1 2022.