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iShares ESG Aware MSCI EM ETF

556 hedge funds and large institutions have $3.34B invested in iShares ESG Aware MSCI EM ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 199 increasing their positions, 243 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 67

2% less funds holding

Funds holding: 567556 (-11)

8.16% less ownership

Funds ownership: 83.72%75.56% (-8.2%)

18% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 243

38% less capital invested

Capital invested by funds: $5.36B → $3.34B (-$2.02B)

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $210K

Holders
556
Holders Change
-11
Holders Change %
-1.94%
% of All Funds
9.37%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.15%
New
62
Increased
199
Reduced
243
Closed
67
Calls
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$543K
Name Holding Trade Value Shares
Change
Change in
Stake
FF
226
Francis Financial
$845K +$900K +26,548 New
RCG
227
Regatta Capital Group
California
$840K +$92.3K +2,722 +12%
TF
228
Trek Financial
Arizona
$831K -$1.05M -31,077 -55%
AWM
229
Apollon Wealth Management
South Carolina
$815K -$664K -19,591 -44%
Natixis Advisors
230
Natixis Advisors
Massachusetts
$812K +$472K +13,925 +124%
ARIS
231
Advanced Research Investment Solutions
California
$788K +$7.09K +209 +0.9%
AF
232
Affiance Financial
Minnesota
$784K +$190K +5,589 +30%
RA
233
RFG Advisory
Alabama
$775K -$1.64M -48,282 -67%
IFWM
234
Institute for Wealth Management
Colorado
$761K -$3.15K -93 -0.4%
WEG
235
World Equity Group
Illinois
$755K -$191K -5,647 -19%
BDWM
236
Brewin Dolphin Wealth Management
Ireland
$752K
CA
237
Cetera Advisors
Colorado
$749K -$3.15M -92,853 -80%
BDFN
238
Bond & Devick Financial Network
Minnesota
$748K -$51.4K -1,516 -6%
JFG
239
JMG Financial Group
Illinois
$748K +$440K +12,967 +127%
AF
240
Advisornet Financial
Minnesota
$746K +$166K +4,899 +27%
SWG
241
Summit Wealth Group
Vermont
$741K +$21.5K +633 +3%
MYIA
242
Mount Yale Investment Advisors
Colorado
$737K -$832K -24,536 -52%
SDWMA
243
Schneider Downs Wealth Management Advisors
Pennsylvania
$735K +$98.6K +2,909 +15%
AWA
244
Arete Wealth Advisors
Illinois
$734K -$131K -3,869 -15%
PWMG
245
Provence Wealth Management Group
California
$731K -$1.1M -32,513 -59%
ACG
246
Allen Capital Group
Nebraska
$730K -$4.41K -130 -0.6%
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$725K
OFG
248
Omega Financial Group
California
$721K +$757K +22,321 New
SWP
249
Stratos Wealth Partners
Ohio
$715K -$17.1K -505 -2%
FPGK
250
Financial Partners Group (Kansas)
Kansas
$714K +$12.9K +379 +2%

ESGE Hedge Fund Activity: Q2 2022 in Review

556 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2022, worth a combined $3.34B — down 38% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of ESGE and 62 opened new positions — a net loss of 5 holders — while 243 trimmed existing stakes and 199 added.

The largest buyer was Jane Street, adding an estimated $186M. The largest seller was Envestnet Asset Management, cutting an estimated $709M.

  • 556 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2022, down from 567 in Q1 2022.
  • Funds reported $3.34B of iShares ESG Aware MSCI EM ETF stock for Q2 2022, down 38% quarter-over-quarter.
  • 62 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2022 and 67 closed out, a net change of -5 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2022 was Jane Street, an estimated $186M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $709M sold.

Based on aggregated 13F filings for Q2 2022.