iShares ESG Aware MSCI EM ETF
ESGE
270 hedge funds and large institutions have $1.87B invested in iShares ESG Aware MSCI EM ETF in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 20 closing their positions.
505% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 20
405% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 21
140% more funds holding in top 10
Funds holding in top 10: 5 → 12 (+7)
122% more capital invested
Capital invested by funds: $841M → $1.87B (+$1.03B)
58% more funds holding
Funds holding: 171 → 270 (+99)
2.31% more ownership
Funds ownership: 91.47% → 93.78% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$532M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$83.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$82.1M |
| 4 |
Morgan Stanley
New York
|
+$75.3M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$62.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$62.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.99M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$1.05M |
| 4 |
GC
Garde Capital
Seattle,
Washington
|
-$714K |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$642K |
ESGE Hedge Fund Activity: Q1 2020 in Review
270 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2020, worth a combined $1.87B — up 122% from $841M a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new ESGE positions and 20 closed out — a net gain of 101 holders — while 106 added to existing stakes and 21 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $532M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $62.1M sold.
- 270 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2020, up from 171 in Q4 2019.
- Funds reported $1.87B of iShares ESG Aware MSCI EM ETF stock for Q1 2020, up 122% quarter-over-quarter.
- 121 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2020 and 20 closed out, a net change of +101 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $532M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q1 2020 was Varma Mutual Pension Insurance Co, an estimated $62.1M sold.
Based on aggregated 13F filings for Q1 2020.