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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
270
Holders Change
+99
Holders Change %
+57.89%
% of All Funds
5.95%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.26%
New
121
Increased
106
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$532M
2
Bank of America
Bank of America
North Carolina
+$83.7M
3
LPL Financial
LPL Financial
California
+$82.1M
4
Morgan Stanley
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
Finland
-$62.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.99M
3
MWM
Merriman Wealth Management
Washington
-$1.05M
4
GC
Garde Capital
Washington
-$714K
5
FWM
Frontier Wealth Management
Missouri
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
251
AlphaCore Capital
California
$11K +$13.5K +409 New
CAL
252
Capital Analysts LLC
Pennsylvania
$10K +$12K +364 New
CWM
253
Cranbrook Wealth Management
Michigan
$8K – – –
SF
254
Synovus Financial
Georgia
$8K +$3.63K +110 +71%
TFGT
255
TS Financial Group (TSFG)
Illinois
$6K +$7.76K +235 New
AWA
256
Arkadios Wealth Advisors
Georgia
$5.53K +$495 +15 +8%
FWP
257
FAS Wealth Partners
Kansas
$5K +$330 +10 +6%
EW
258
Evoke Wealth
California
$3.53K +$4.26K +129 New
HF
259
Halpern Financial
Virginia
$3.01K +$3.63K +110 New
APC
260
Aspire Private Capital
North Carolina
$3K – – –
TFS
261
TrustCore Financial Services
Tennessee
$3K – – –
VNA
262
Valley National Advisers
Pennsylvania
$3K – – –
SFPG
263
Stonebridge Financial Planning Group
Florida
$3K +$3.14K +95 New
EIP
264
Ellis Investment Partners
Pennsylvania
$2K – – –
CGI
265
Cougar Global Investments
Ontario, Canada
$2K +$297 +9 +19%
VCP
266
Verus Capital Partners
Arizona
$2K +$1.06K +32 +64%
SFSG
267
Sound Financial Strategies Group
Mississippi
$2K +$2.61K +79 New
AA
268
Advisory Alpha
Michigan
$1.52K +$1.75K +53 New
APA
269
American Portfolios Advisors
New York
$1.29K +$1.55K +47 New
WAP
270
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.55K +47 New
VMPIC
271
Varma Mutual Pension Insurance Co
Finland
– -$62.1M -1,726,988 Closed
MWM
272
Merriman Wealth Management
Washington
– -$1.05M -29,300 Closed
GC
273
Garde Capital
Washington
– -$714K -19,885 Closed
FWM
274
Frontier Wealth Management
Missouri
– -$642K -17,876 Closed
ACM
275
Anfield Capital Management
California
– -$317K -8,941 Closed
8 9 10
11
12

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.