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iShares ESG Advanced MSCI EM ETF

33 hedge funds and large institutions have $23.6M invested in iShares ESG Advanced MSCI EM ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

68% more capital invested

Capital invested by funds: $14M → $23.6M (+$9.55M)

22% more funds holding

Funds holding: 2733 (+6)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

7.32% more ownership

Funds ownership: 25.85%33.17% (+7.3%)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
9
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1
Invera Wealth Advisors
Oregon
$3.58M +$3.46M +100,890 New
BRIA
2
Balanced Rock Investment Advisors
Massachusetts
$3.36M +$3.25M +94,765 New
Citadel Advisors
3
Citadel Advisors
Florida
$2.02M +$1.95M +56,904 New
RWP
4
RWA Wealth Partners
Massachusetts
$1.73M +$1.68M +48,855 New
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.51M +$303K +8,821 +26%
WCFA
6
Walkner Condon Financial Advisors
Wisconsin
$1.17M +$103K +2,995 +10%
APW
7
Atlantic Private Wealth
North Carolina
$1.08M +$34 +1 +0%
B
8
Bailard
California
$1.04M +$1M +29,202 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$861K +$833K +24,246 New
VAF
10
Values Added Financial
District of Columbia
$836K -$56.6K -1,648 -7%
Lazard Asset Management
11
Lazard Asset Management
New York
$828K
WFA
12
Wade Financial Advisory
California
$566K +$2.23K +65 +0.4%
CAM
13
Crestone Asset Management
Colorado
$528K -$44.5K -1,295 -8%
CGL
14
Clarius Group LLC
Washington
$474K -$10.2K -296 -2%
BFO
15
Biltmore Family Office
North Carolina
$432K -$243K -7,088 -37%
CWM
16
Congress Wealth Management
Massachusetts
$410K +$51.9K +1,511 +15%
GAM
17
Gould Asset Management
California
$359K +$118K +3,425 +51%
WI
18
WrapManager Inc
California
$353K -$15.8K -460 -4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$310K +$26.2K +763 +10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$307K +$275K +8,005 +1,261%
OL
21
Optas LLC
Texas
$299K +$78K +2,272 +37%
CFGA
22
Cambridge Financial Group (Arizona)
Arizona
$237K +$229K +6,662 New
MSFS
23
Main Street Financial Solutions
Pennsylvania
$236K -$6.7K -195 -3%
MML Investors Services
24
MML Investors Services
Massachusetts
$228K +$220K +6,416 New
APG
25
Abacus Planning Group
South Carolina
$224K

EMXF Hedge Fund Activity: Q4 2023 in Review

33 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q4 2023, worth a combined $23.6M — up 68% from $14M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EMXF positions and 7 closed out — a net gain of 6 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.95M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.2M sold.

  • 33 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q4 2023, up from 27 in Q3 2023.
  • Funds reported $23.6M of iShares ESG Advanced MSCI EM ETF stock for Q4 2023, up 68% quarter-over-quarter.
  • 13 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q4 2023 and 7 closed out, a net change of +6 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q4 2023 was Citadel Advisors, an estimated $1.95M added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q4 2023 was Flow Traders U.S., an estimated $3.2M sold.

Based on aggregated 13F filings for Q4 2023.