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iShares ESG Advanced MSCI EM ETF

25 hedge funds and large institutions have $11.5M invested in iShares ESG Advanced MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more funds holding

Funds holding: 1925 (+6)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

8% less capital invested

Capital invested by funds: $12.5M → $11.5M (-$969K)

9.88% less ownership

Funds ownership: 33.41%23.53% (-9.9%)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
1
Flow Traders U.S.
New York
$3.65M -$2.98M -83,852 -45%
APW
2
Atlantic Private Wealth
North Carolina
$1.06M +$97.3K +2,734 +10%
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.06M +$542K +15,231 +101%
WCFA
4
Walkner Condon Financial Advisors
Wisconsin
$995K +$41.6K +1,169 +4%
BFO
5
Biltmore Family Office
North Carolina
$675K -$26.7K -750 -4%
CAM
6
Crestone Asset Management
Colorado
$521K -$114K -3,202 -18%
FCG
7
Financial Connections Group
California
$505K +$1.99K +56 +0.4%
CGL
8
Clarius Group LLC
Washington
$478K
OL
9
Optas LLC
Texas
$369K +$375K +10,535 New
WFA
10
Wade Financial Advisory
California
$362K +$5.69K +160 +2%
WI
11
WrapManager Inc
California
$347K -$16.2K -456 -4%
CWM
12
Congress Wealth Management
Massachusetts
$262K +$49.2K +1,383 +23%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$255K +$22.7K +639 +10%
Osaic Holdings
14
Osaic Holdings
Arizona
$250K -$5.94K -167 -2%
Jane Street
15
Jane Street
New York
$230K +$233K +6,557 New
FI
16
Financial Insights
Washington
$205K +$209K +5,860 New
GAM
17
Gould Asset Management
California
$205K +$208K +5,850 New
YAL
18
Your Advocates Ltd
Texas
$37.9K
US Bancorp
19
US Bancorp
Minnesota
$21.2K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$18K
UBS Group
21
UBS Group
Switzerland
$13.5K -$36 -1 -0.3%
MWM
22
Mascoma Wealth Management
New Hampshire
$8.89K
GWSG
23
GPS Wealth Strategies Group
Colorado
$7.96K +$8.08K +227 New
BlackRock
24
BlackRock
New York
$2.38K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$35 +$36 +1 New

EMXF Hedge Fund Activity: Q1 2023 in Review

25 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q1 2023, worth a combined $11.5M — down 7.7% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EMXF positions and 0 closed out — a net gain of 6 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Federation des caisses Desjardins du Quebec, adding an estimated $542K. The largest seller was Flow Traders U.S., cutting an estimated $2.98M.

  • 25 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q1 2023, up from 19 in Q4 2022.
  • Funds reported $11.5M of iShares ESG Advanced MSCI EM ETF stock for Q1 2023, down 7.7% quarter-over-quarter.
  • 6 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q1 2023 and 0 closed out, a net change of +6 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q1 2023 was Federation des caisses Desjardins du Quebec, an estimated $542K added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q1 2023 was Flow Traders U.S., an estimated $2.98M sold.

Based on aggregated 13F filings for Q1 2023.