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iShares ESG Aware MSCI EM ETF

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 286 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 80

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $6.19B → $6.96B (+$774M)

4% more funds holding

Funds holding: 451470 (+19)

0.34% more ownership

Funds ownership: 86.7%87.05% (+0.34%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.18%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
286
Reduced
80
Closed
23
Calls
$7.13M
Puts
Net Calls
+$7.13M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
226
Halbert Hargrove Global Advisors
California
$1.09M +$159K +3,581 +17%
CCFM
227
Clear Creek Financial Management
Washington
$1.09M +$1.07M +24,062 New
CFG
228
Cooper Financial Group
California
$1.08M +$29K +654 +3%
HGWM
229
Horst & Graben Wealth Management
Oregon
$1.07M +$102K +2,313 +11%
FFN
230
Focus Financial Network
Minnesota
$1.06M +$62.5K +1,411 +6%
BDWM
231
Brewin Dolphin Wealth Management
Ireland
$1.05M
PPW
232
Parcion Private Wealth
Washington
$1.03M
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$1.01M
Renaissance Technologies
234
Renaissance Technologies
New York
$980K -$2.27M -51,300 -70%
RF
235
RHS Financial
California
$980K +$235K +5,312 +32%
IA
236
IFP Advisors
Florida
$941K +$102K +2,297 +12%
MG
237
Mather Group
Illinois
$917K +$6.11K +138 +0.7%
BDFN
238
Bond & Devick Financial Network
Minnesota
$906K -$14.6K -330 -2%
IA
239
IFG Advisory
Georgia
$898K -$64.9K -1,466 -7%
CB
240
Commerce Bank
Missouri
$894K +$227K +5,135 +35%
RJT
241
Raymond James Trust
Florida
$889K -$15.6K -353 -2%
GC
242
Grimes & Company
Massachusetts
$889K +$202K +4,561 +30%
PI
243
PFS Investments
Georgia
$884K -$132K -2,970 -13%
CAG
244
Csenge Advisory Group
Florida
$876K +$197K +4,460 +30%
MIS
245
Morningstar Investment Services
Illinois
$864K +$188K +4,237 +29%
APC
246
Aspire Private Capital
North Carolina
$856K +$174K +3,923 +26%
RZH
247
Relyea Zuckerberg Hanson
Connecticut
$853K +$12.6K +285 +2%
SDWMA
248
Schneider Downs Wealth Management Advisors
Pennsylvania
$847K
PWA
249
Physician Wealth Advisors
Utah
$847K +$158K +3,578 +23%
PWM
250
Perigon Wealth Management
California
$846K +$393K +8,875 +90%

ESGE Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2021, worth a combined $6.96B — up 12% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGE positions and 23 closed out — a net gain of 24 holders — while 286 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Jane Street, cutting an estimated $221M.

  • 470 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2021, up from 451 in Q1 2021.
  • Funds reported $6.96B of iShares ESG Aware MSCI EM ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2021 and 23 closed out, a net change of +24 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $189M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2021 was Jane Street, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2021.