iShares ESG Aware MSCI EM ETF
ESGE
512 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 147 reducing their positions, and 51 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 147
18% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 51
1% less funds holding
Funds holding: 517 → 512 (-5)
1.75% less ownership
Funds ownership: 70.68% → 68.93% (-1.7%)
8% less capital invested
Capital invested by funds: $3.28B → $3.02B (-$260M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$105M |
| 2 |
Goldman Sachs
New York
|
+$98.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$28.8M |
| 4 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$25.4M |
| 5 |
Morgan Stanley
New York
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$52M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$36.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$21M |
| 4 |
PO
Private Ocean
San Rafael,
California
|
-$11.8M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$7.34M |
ESGE Hedge Fund Activity: Q1 2023 in Review
512 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2023, worth a combined $3.02B — down 7.9% from $3.28B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new ESGE positions and 51 closed out — a net gain of 9 holders — while 235 added to existing stakes and 147 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $105M. The largest seller was Jane Street, cutting an estimated $52M.
- 512 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2023, down from 517 in Q4 2022.
- Funds reported $3.02B of iShares ESG Aware MSCI EM ETF stock for Q1 2023, down 7.9% quarter-over-quarter.
- 60 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2023 and 51 closed out, a net change of +9 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $105M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q1 2023 was Jane Street, an estimated $52M sold.
Based on aggregated 13F filings for Q1 2023.