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iShares ESG Aware MSCI EM ETF

530 hedge funds and large institutions have $2.84B invested in iShares ESG Aware MSCI EM ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 194

0.74% more ownership

Funds ownership: 75.56%76.3% (+0.74%)

5% less funds holding

Funds holding: 556530 (-26)

15% less capital invested

Capital invested by funds: $3.34B → $2.84B (-$497M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

Holders
530
Holders Change
-26
Holders Change %
-4.68%
% of All Funds
9.13%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
45
Increased
217
Reduced
194
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Cabot Wealth Management
Massachusetts
$525K -$8.92K -286 -1%
RJT
252
Raymond James Trust
Florida
$524K -$9.36K -300 -2%
ACG
253
Allen Capital Group
Nebraska
$509K -$131K -4,206 -19%
FA
254
FDx Advisors
Illinois
$502K -$324K -10,374 -36%
PWMG
255
Provence Wealth Management Group
California
$501K -$141K -4,511 -20%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$497K -$140K -4,480 -20%
BFPW
257
BOK Financial Private Wealth
Colorado
$494K +$36.8K +1,179 +7%
BSW
258
Buckingham Strategic Wealth
Missouri
$490K -$339K -10,867 -38%
LRWA
259
Long Run Wealth Advisors
New York
$488K +$60.7K +1,946 +12%
WAL
260
W Advisors LLC
Tennessee
$488K +$551K +17,657 New
AAM
261
Autus Asset Management
Arizona
$487K +$39.5K +1,267 +8%
SPC
262
Sigma Planning Corp
Michigan
$486K -$57.5K -1,843 -9%
BDFN
263
Bond & Devick Financial Network
Minnesota
$480K -$182K -5,826 -25%
OFG
264
Omega Financial Group
California
$476K -$159K -5,101 -23%
CTC
265
Central Trust Company
Missouri
$474K -$33.3K -1,069 -6%
CIAS
266
Capital Investment Advisory Services
North Carolina
$469K -$1.34M -42,900 -72%
CAM
267
Concorde Asset Management
Michigan
$468K +$42.2K +1,354 +9%
GAM
268
Gould Asset Management
California
$467K +$70K +2,245 +15%
SAM
269
Strategy Asset Managers
California
$463K +$522K +16,725 New
RP
270
Riverwater Partners
Wisconsin
$462K -$145K -4,660 -22%
CWP
271
Concord Wealth Partners
Virginia
$462K -$27.8K -891 -5%
AA
272
Addison Advisors
Vermont
$460K +$130K +4,165 +33%
WWP
273
WR Wealth Planners
Missouri
$457K -$22.2K -712 -4%
MWM
274
Mascoma Wealth Management
New Hampshire
$453K +$9.95K +319 +2%
GG
275
Gofen & Glossberg
Illinois
$453K +$101K +3,222 +25%

ESGE Hedge Fund Activity: Q3 2022 in Review

530 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2022, worth a combined $2.84B — down 15% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ESGE and 45 opened new positions — a net loss of 16 holders — while 194 trimmed existing stakes and 217 added.

The largest buyer was Jane Street, adding an estimated $96.4M. The largest seller was Northern Trust, cutting an estimated $27.5M.

  • 530 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2022, down from 556 in Q2 2022.
  • Funds reported $2.84B of iShares ESG Aware MSCI EM ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 45 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2022 and 61 closed out, a net change of -16 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2022 was Jane Street, an estimated $96.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2022 was Northern Trust, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2022.