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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
HB
276
Homrich & Berg
Georgia
$644K +$27.2K +614 +4%
VC
277
Veracity Capital
Georgia
$643K -$596K -13,457 -49%
KA
278
Kovack Advisors
Florida
$637K -$65K -1,468 -9%
IWS
279
Insight Wealth Strategies
California
$630K -$1.19M -26,895 -66%
PFGIA
280
Patriot Financial Group Insurance Agency
Massachusetts
$629K -$131K -2,959 -18%
HWA
281
Hilltop Wealth Advisors
North Carolina
$614K +$160K +3,617 +36%
CB
282
Community Bank
New York
$611K -$9.3K -210 -2%
NAMM
283
NorthStar Asset Management (Massachusetts)
Massachusetts
$596K
AFAS
284
Acorn Financial Advisory Services
Virginia
$592K +$212K +4,797 +58%
AWA
285
Alaska Wealth Advisors
Alaska
$587K +$111K +2,505 +24%
TC
286
Trilogy Capital
California
$576K +$89.4K +2,019 +18%
JFG
287
JMG Financial Group
Illinois
$573K +$266K +6,000 +90%
GAM
288
Gould Asset Management
California
$572K +$3.54K +80 +0.6%
RCM
289
Rain Capital Management
Oregon
$568K +$2.79K +63 +0.5%
CAS
290
Cascadia Advisory Services
Oregon
$564K +$81.2K +1,833 +17%
FHC
291
First Heartland Consultants
Missouri
$563K +$82.8K +1,869 +18%
FMN
292
Financial Management Network
California
$561K +$140K +3,163 +34%
GFPC
293
Global Financial Private Client
Florida
$547K +$355K +8,021 +191%
CCM
294
Coldstream Capital Management
Washington
$545K +$535K +12,084 New
FANJ
295
Financial Architects (New Jersey)
New Jersey
$544K +$186K +4,190 +53%
VWA
296
V Wealth Advisors
Kansas
$537K +$140K +3,171 +36%
1WM
297
1900 Wealth Management
Texas
$525K +$515K +11,619 New
VCM
298
Vision Capital Management
Oregon
$523K +$88.9K +2,007 +21%
QPWM
299
Quadrant Private Wealth Management
Pennsylvania
$512K +$17.4K +394 +4%
BOPW
300
Brandywine Oak Private Wealth
Pennsylvania
$501K +$198K +4,482 +68%

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.