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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
GC
251
Garde Capital
Washington
$843K +$305K +6,880 +58%
SP
252
Successful Portfolios
Florida
$840K +$19.3K +435 +2%
LF
253
Lantz Financial
Illinois
$833K +$601K +13,566 +278%
MIM
254
Macroview Investment Management
Maryland
$823K +$25.8K +582 +3%
HIM
255
Hanlon Investment Management
New Jersey
$786K +$28.6K +645 +4%
RW
256
Rede Wealth
Virginia
$775K +$49.7K +1,123 +7%
IFWM
257
Institute for Wealth Management
Colorado
$763K +$39.1K +882 +6%
WWM
258
Western Wealth Management
Colorado
$752K +$735K +16,605 New
FCA
259
FinTrust Capital Advisors
South Carolina
$750K -$14.3K -324 -2%
Principal Financial Group
260
Principal Financial Group
Iowa
$750K +$49.5K +1,117 +7%
PIA
261
Perennial Investment Advisors
California
$733K +$974 +22 +0.1%
BPA
262
Beacon Pointe Advisors
California
$726K +$102K +2,309 +17%
GIA
263
Goodwin Investment Advisory
Georgia
$714K -$143K -3,233 -17%
CWM
264
Cabot Wealth Management
Massachusetts
$705K +$52.9K +1,195 +8%
AF
265
Affiance Financial
Minnesota
$704K +$31.2K +704 +5%
MGWM
266
Marks Group Wealth Management
Minnesota
$700K +$686K +15,500 New
DWT
267
Dorsey & Whitney Trust
South Dakota
$694K
BJL
268
Brighton Jones LLC
Washington
$691K +$4.03K +91 +0.6%
SG
269
StoneX Group
New York
$685K +$247K +5,571 +58%
AA
270
Addison Advisors
Vermont
$681K +$668K +15,087 New
MM
271
Main Management
California
$665K
AAM
272
Autus Asset Management
Arizona
$660K +$48.7K +1,100 +8%
RW
273
REDW Wealth
New Mexico
$657K
TCOV
274
Trust Company of Vermont
Vermont
$656K +$443 +10 +0.1%
CWM
275
Cornerstone Wealth Management
Missouri
$649K -$24.3K -548 -4%

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.