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iShares ESG Advanced MSCI EM ETF

38 hedge funds and large institutions have $32M invested in iShares ESG Advanced MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

4.68% less ownership

Funds ownership: 46.04%41.35% (-4.7%)

7% less capital invested

Capital invested by funds: $34.3M → $32M (-$2.28M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
11
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1
Invera Wealth Advisors
Oregon
$4.22M +$71.2K +1,961 +2%
SEI Investments
2
SEI Investments
Pennsylvania
$3.93M +$2.24M +61,688 +136%
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$3.31M -$18.5K -509 -0.6%
B
4
Bailard
California
$2.82M +$1.22M +33,555 +77%
FTUS
5
Flow Traders U.S.
New York
$2.81M -$3.14M -86,419 -53%
RWP
6
RWA Wealth Partners
Massachusetts
$1.96M +$125K +3,454 +7%
WCFA
7
Walkner Condon Financial Advisors
Wisconsin
$1.3M +$60.5K +1,666 +5%
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.19M +$204K +5,614 +21%
APW
9
Atlantic Private Wealth
North Carolina
$1.13M +$6.68K +184 +0.6%
OMC
10
Old Mission Capital
Illinois
$968K -$3.63M -100,023 -79%
Lazard Asset Management
11
Lazard Asset Management
New York
$856K
VAF
12
Values Added Financial
District of Columbia
$794K +$57.7K +1,591 +8%
Citadel Advisors
13
Citadel Advisors
Florida
$748K -$619K -17,052 -46%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$516K +$510K +14,065 New
CGL
15
Clarius Group LLC
Washington
$490K
GAM
16
Gould Asset Management
California
$478K
MML Investors Services
17
MML Investors Services
Massachusetts
$412K +$12.6K +347 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$403K +$77.5K +2,134 +24%
CWM
19
Congress Wealth Management
Massachusetts
$376K -$52.2K -1,437 -12%
OL
20
Optas LLC
Texas
$341K -$327 -9 -0.1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$311K -$871 -24 -0.3%
WI
22
WrapManager Inc
California
$300K +$16.3K +449 +6%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$294K -$361K -9,943 -55%
WFA
24
Wade Financial Advisory
California
$279K -$35.3K -972 -11%
AIA
25
Ally Invest Advisors
North Carolina
$244K -$3.16K -87 -1%

EMXF Hedge Fund Activity: Q2 2024 in Review

38 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EM ETF (EMXF) for Q2 2024, worth a combined $32M — down 6.7% from $34.3M a quarter earlier.

Fund positioning in EMXF was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 14 trimmed.

The largest buyer was SEI Investments, adding an estimated $2.24M. The largest seller was Old Mission Capital, cutting an estimated $3.63M.

  • 38 institutional investors held iShares ESG Advanced MSCI EM ETF (EMXF) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $32M of iShares ESG Advanced MSCI EM ETF stock for Q2 2024, down 6.7% quarter-over-quarter.
  • 2 funds opened new iShares ESG Advanced MSCI EM ETF positions in Q2 2024 and 2 closed out, a net change of 0 holders.
  • The largest iShares ESG Advanced MSCI EM ETF buyer in Q2 2024 was SEI Investments, an estimated $2.24M added.
  • The largest iShares ESG Advanced MSCI EM ETF seller in Q2 2024 was Old Mission Capital, an estimated $3.63M sold.

Based on aggregated 13F filings for Q2 2024.