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iShares ESG Aware MSCI EM ETF

493 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 166

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $2.75B → $2.92B (+$170M)

0.79% more ownership

Funds ownership: 66.76%67.55% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 494493 (-1)

Holders
493
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
207
Reduced
166
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
251
Fortis Capital Management
Washington
$431K +$26.4K +802 +7%
SAS
252
Sage Advisory Services
Texas
$429K -$68.8K -2,090 -14%
PGA
253
Portland Global Advisors
Maine
$426K
WA
254
Wealth Alliance
New York
$424K +$164K +4,978 +65%
RIA
255
Regal Investment Advisors
Michigan
$424K +$113K +3,435 +37%
SFG
256
Sage Financial Group
Pennsylvania
$422K +$593 +18 +0.1%
PFGIA
257
Patriot Financial Group Insurance Agency
Massachusetts
$421K +$36.6K +1,110 +10%
PAG
258
Private Advisor Group
New Jersey
$420K +$11K +335 +3%
CF
259
Corrigan Financial
Rhode Island
$410K
HR
260
Hardy Reed
Mississippi
$410K -$395 -12 -0.1%
WSWA
261
Warren Street Wealth Advisors
California
$408K -$165 -5 -0%
RWM
262
Ritholtz Wealth Management
New York
$403K -$80.4K -2,441 -17%
AFG
263
Atomi Financial Group
New York
$402K +$9.98K +303 +3%
LRWA
264
Long Run Wealth Advisors
New York
$402K -$34.8K -1,058 -8%
FFA
265
Farther Finance Advisors
California
$402K +$57.3K +1,739 +17%
FCI
266
Financial Counselors Inc
Kansas
$397K -$19.1K -579 -5%
PHIC
267
Pine Haven Investment Counsel
Massachusetts
$396K +$29.1K +882 +8%
SEIA
268
Signature Estate & Investment Advisors
California
$395K +$164K +4,980 +73%
TC
269
TownSquare Capital
Utah
$393K +$35.2K +1,069 +10%
WAP
270
Wealthcare Advisory Partners
Pennsylvania
$392K +$51.5K +1,564 +15%
ECM
271
Evergreen Capital Management
Washington
$392K -$22.3K -678 -5%
CCA
272
Cobblestone Capital Advisors
New York
$392K +$2.44K +74 +0.6%
UL
273
Unionview LLC
Washington
$386K -$9.09K -276 -2%
WIA
274
World Investment Advisors
California
$385K +$379K +11,496 New
WTB
275
Washington Trust Bank
Washington
$376K +$4.28K +130 +1%

ESGE Hedge Fund Activity: Q2 2024 in Review

493 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2024, worth a combined $2.92B — up 6.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGE positions and 40 closed out — a net gain of 4 holders — while 207 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.4M. The largest seller was Jane Street, exiting entirely with an estimated $91M sold.

  • 493 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2024, down from 494 in Q1 2024.
  • Funds reported $2.92B of iShares ESG Aware MSCI EM ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2024 and 40 closed out, a net change of +4 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2024 was Morgan Stanley, an estimated $37.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2024 was Jane Street, an estimated $91M sold.

Based on aggregated 13F filings for Q2 2024.