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iShares ESG Advanced MSCI EM ETF

27 hedge funds and large institutions have $14M invested in iShares ESG Advanced MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

60% more capital invested

Capital invested by funds: $8.73M → $14M (+$5.26M)

35% more funds holding

Funds holding: 2027 (+7)

8.27% more ownership

Funds ownership: 17.58%25.85% (+8.3%)

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
1
Flow Traders U.S.
New York
$3.2M +$3.35M +94,471 New
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.14M -$347K -9,777 -22%
APW
3
Atlantic Private Wealth
North Carolina
$1.03M
WCFA
4
Walkner Condon Financial Advisors
Wisconsin
$1.01M +$30.8K +869 +3%
VAF
5
Values Added Financial
District of Columbia
$853K +$411K +11,604 +85%
Lazard Asset Management
6
Lazard Asset Management
New York
$790K +$827K +23,341 New
BFO
7
Biltmore Family Office
North Carolina
$652K
Jane Street
8
Jane Street
New York
$633K +$663K +18,697 New
CAM
9
Crestone Asset Management
Colorado
$547K
WFA
10
Wade Financial Advisory
California
$537K +$149K +4,200 +36%
CGL
11
Clarius Group LLC
Washington
$462K
FCG
12
Financial Connections Group
California
$368K -$73.8K -2,082 -16%
WI
13
WrapManager Inc
California
$352K +$6.13K +173 +2%
CWM
14
Congress Wealth Management
Massachusetts
$340K +$81.2K +2,291 +30%
OMC
15
Old Mission Capital
Illinois
$288K +$301K +8,497 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$270K +$3.15K +89 +1%
MSFS
17
Main Street Financial Solutions
Pennsylvania
$231K +$242K +6,831 New
GAM
18
Gould Asset Management
California
$226K +$29.2K +825 +14%
APG
19
Abacus Planning Group
South Carolina
$214K +$224K +6,308 New
OL
20
Optas LLC
Texas
$209K -$82.4K -2,325 -27%
Osaic Holdings
21
Osaic Holdings
Arizona
$203K -$42.6K -1,203 -17%
MCM
22
MAI Capital Management
Ohio
$203K +$212K +5,981 New
FI
23
Financial Insights
Washington
$200K +$2.8K +79 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$21K +$4.43K +125 +25%
GWSG
25
GPS Wealth Strategies Group
Colorado
$7.69K

EMXF Hedge Fund Activity: Q3 2023 in Review

27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q3 2023, worth a combined $14M — up 60% from $8.73M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EMXF positions and 2 closed out — a net gain of 7 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.35M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $347K.

  • 27 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q3 2023, up from 20 in Q2 2023.
  • Funds reported $14M of iShares ESG Advanced MSCI EM ETF stock for Q3 2023, up 60% quarter-over-quarter.
  • 9 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q3 2023 and 2 closed out, a net change of +7 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q3 2023 was Flow Traders U.S., an estimated $3.35M added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q3 2023 was Federation des caisses Desjardins du Quebec, an estimated $347K sold.

Based on aggregated 13F filings for Q3 2023.