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iShares ESG Advanced MSCI EM ETF

38 hedge funds and large institutions have $34.3M invested in iShares ESG Advanced MSCI EM ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

46% more capital invested

Capital invested by funds: $23.6M → $34.3M (+$10.7M)

15% more funds holding

Funds holding: 3338 (+5)

12.87% more ownership

Funds ownership: 33.17%46.04% (+13%)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
10
Reduced
12
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
$5.8M +$5.68M +162,992 New
OMC
2
Old Mission Capital
Illinois
$4.5M +$4.41M +126,398 New
IWA
3
Invera Wealth Advisors
Oregon
$3.76M +$292K +8,383 +8%
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$3.23M -$142K -4,064 -4%
RWP
5
RWA Wealth Partners
Massachusetts
$1.78M +$40.1K +1,151 +2%
SEI Investments
6
SEI Investments
Pennsylvania
$1.62M +$1.58M +45,391 New
B
7
Bailard
California
$1.54M +$493K +14,126 +48%
Citadel Advisors
8
Citadel Advisors
Florida
$1.33M -$679K -19,472 -34%
WCFA
9
Walkner Condon Financial Advisors
Wisconsin
$1.2M +$27.8K +796 +2%
APW
10
Atlantic Private Wealth
North Carolina
$1.09M
FDCDDQ
11
Federation des caisses Desjardins du Quebec
Quebec, Canada
$955K -$547K -15,684 -37%
Lazard Asset Management
12
Lazard Asset Management
New York
$830K
VAF
13
Values Added Financial
District of Columbia
$714K -$121K -3,482 -15%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$639K -$220K -6,300 -26%
CGL
15
Clarius Group LLC
Washington
$475K
GAM
16
Gould Asset Management
California
$464K +$102K +2,925 +29%
CWM
17
Congress Wealth Management
Massachusetts
$416K +$4.81K +138 +1%
CAM
18
Crestone Asset Management
Colorado
$394K -$132K -3,790 -25%
MML Investors Services
19
MML Investors Services
Massachusetts
$387K +$155K +4,459 +69%
OL
20
Optas LLC
Texas
$331K +$30.6K +879 +10%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$315K +$4.18K +120 +1%
WFA
22
Wade Financial Advisory
California
$305K -$257K -7,362 -46%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$302K -$4.95K -142 -2%
WI
24
WrapManager Inc
California
$275K -$77.1K -2,212 -22%
AIA
25
Ally Invest Advisors
North Carolina
$240K +$36.1K +1,035 +18%

EMXF Hedge Fund Activity: Q1 2024 in Review

38 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q1 2024, worth a combined $34.3M — up 46% from $23.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EMXF positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $5.68M. The largest seller was Citadel Advisors, cutting an estimated $679K.

  • 38 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q1 2024, up from 33 in Q4 2023.
  • Funds reported $34.3M of iShares ESG Advanced MSCI EM ETF stock for Q1 2024, up 46% quarter-over-quarter.
  • 6 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q1 2024 and 1 closed out, a net change of +5 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $5.68M added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q1 2024 was Citadel Advisors, an estimated $679K sold.

Based on aggregated 13F filings for Q1 2024.