We are live on ! Find out more
EMXF icon

iShares ESG Advanced MSCI EM ETF

21 hedge funds and large institutions have $13.5M invested in iShares ESG Advanced MSCI EM ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

9.01% less ownership

Funds ownership: 46.02%37.02% (-9%)

29% less capital invested

Capital invested by funds: $18.9M → $13.5M (-$5.4M)

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
1
Flow Traders U.S.
New York
$7.54M -$1.94M -51,254 -20%
BFO
2
Biltmore Family Office
North Carolina
$1.76M -$1.25M -33,209 -41%
APW
3
Atlantic Private Wealth
North Carolina
$1M +$459K +12,157 +79%
WCFA
4
Walkner Condon Financial Advisors
Wisconsin
$732K +$160K +4,250 +27%
Jane Street
5
Jane Street
New York
$630K +$397K +10,501 +154%
FCG
6
Financial Connections Group
California
$480K +$71.4K +1,890 +17%
WI
7
WrapManager Inc
California
$402K -$18.5K -489 -4%
OMC
8
Old Mission Capital
Illinois
$354K +$367K +9,716 New
FI
9
Financial Insights
Washington
$205K +$213K +5,643 New
PC
10
Pecaut & Co
Iowa
$120K +$5.13K +136 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$60K
UBS Group
12
UBS Group
Switzerland
$49K +$40.1K +1,061 +372%
FCT
13
First Community Trust
Iowa
$35K
TWC
14
TD Waterhouse Canada
Ontario, Canada
$25.6K
US Bancorp
15
US Bancorp
Minnesota
$22K
YAL
16
Your Advocates Ltd
Texas
$22K +$23.2K +615 New
BWS
17
BCR Wealth Strategies
Alabama
$16K
MWM
18
Mascoma Wealth Management
New Hampshire
$9K
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.81K +$9.14K +242 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4K +$3.7K +98 New
DTIM
21
Danda Trouve Investment Management
Kansas
$2K
Citadel Advisors
22
Citadel Advisors
Florida
-$864K -21,076 Closed
DT
23
Diversified Trust
Tennessee
-$556K -13,573 Closed
BO
24
Bank OZK
Arkansas
-$246K -6,000 Closed
MCM
25
MAI Capital Management
Ohio
-$236K -5,748 Closed

EMXF Hedge Fund Activity: Q2 2022 in Review

21 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q2 2022, worth a combined $13.5M — down 29% from $18.9M a quarter earlier.

Fund positioning in EMXF was balanced in Q2 2022: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 3 trimmed.

The largest buyer was Atlantic Private Wealth, adding an estimated $459K. The largest seller was Flow Traders U.S., cutting an estimated $1.94M.

  • 21 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $13.5M of iShares ESG Advanced MSCI EM ETF stock for Q2 2022, down 29% quarter-over-quarter.
  • 5 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q2 2022 and 5 closed out, a net change of 0 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q2 2022 was Atlantic Private Wealth, an estimated $459K added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q2 2022 was Flow Traders U.S., an estimated $1.94M sold.

Based on aggregated 13F filings for Q2 2022.