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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
CWA
251
Consilio Wealth Advisors
Washington
$710K
CWA
252
Choice Wealth Advisors
Maine
$710K +$745K +21,985 New
FI
253
Financial Insights
Washington
$704K -$238K -7,015 -24%
CFA
254
Cahill Financial Advisors
Minnesota
$698K +$98.9K +2,917 +16%
RP
255
Riverwater Partners
Wisconsin
$690K +$2.17K +64 +0.3%
Brown Advisory
256
Brown Advisory
Maryland
$681K -$154K -4,534 -18%
RZH
257
Relyea Zuckerberg Hanson
Connecticut
$680K +$42.6K +1,255 +6%
RFA
258
RTD Financial Advisors
Pennsylvania
$672K +$219K +6,465 +45%
MCWS
259
McKinley Carter Wealth Services
West Virginia
$668K +$66.3K +1,955 +10%
LW
260
Libra Wealth
California
$668K +$701K +20,685 New
TC
261
Trust Company
Kansas
$638K -$14K -413 -2%
CIAS
262
CFS Investment Advisory Services
New Jersey
$636K -$17.5M -517,387 -96%
SPC
263
Sigma Planning Corp
Michigan
$628K -$463K -13,655 -41%
RJT
264
Raymond James Trust
Florida
$622K -$187K -5,516 -22%
CWM
265
Cabot Wealth Management
Massachusetts
$622K +$39K +1,151 +6%
FPAS
266
Focus Partners Advisor Solutions
Missouri
$616K +$646K +19,058 New
SWM
267
Spire Wealth Management
Virginia
$610K -$521K -15,354 -45%
BPA
268
Beacon Pointe Advisors
California
$596K -$454K -13,380 -42%
CA
269
CoreCap Advisors
Michigan
$594K +$332K +9,803 +114%
NL
270
NWAM LLC
Washington
$589K -$817K -24,088 -57%
CTC
271
Central Trust Company
Missouri
$588K -$55.4K -1,633 -8%
RWM
272
Ritholtz Wealth Management
New York
$588K -$4.1K -121 -0.7%
WIA
273
World Investment Advisors
California
$585K -$199K -5,866 -24%
VCM
274
Vision Capital Management
Oregon
$570K -$10.3K -304 -2%
CWP
275
Concord Wealth Partners
Virginia
$568K +$81.8K +2,411 +16%

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.