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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
WWP
276
WR Wealth Planners
Missouri
$557K -$76.5K -2,257 -12%
BFPW
277
BOK Financial Private Wealth
Colorado
$539K -$249K -7,334 -31%
OFG
278
OmniStar Financial Group
North Carolina
$539K -$238K -7,013 -30%
RW
279
REDW Wealth
New Mexico
$530K +$2.78K +82 +0.5%
AAM
280
Autus Asset Management
Arizona
$527K +$3.22K +95 +0.6%
DWT
281
Dorsey & Whitney Trust
South Dakota
$525K +$8.1K +239 +1%
KP
282
Keel Point
Alabama
$520K +$544K +16,035 New
MWM
283
Mascoma Wealth Management
New Hampshire
$519K +$85.9K +2,532 +19%
MMA
284
Miracle Mile Advisors
California
$513K +$3.7K +109 +0.7%
PA
285
Parallel Advisors
California
$510K +$109K +3,229 +26%
T
286
TCWP
Ohio
$510K +$186K +5,498 +53%
LRWA
287
Long Run Wealth Advisors
New York
$507K +$45.2K +1,333 +9%
LA
288
LexAurum Advisors
Kansas
$506K +$107K +3,144 +25%
CAM
289
Concorde Asset Management
Michigan
$503K -$538K -15,863 -51%
SB
290
Simmons Bank
Arkansas
$494K +$3.39K +100 +0.7%
MIM
291
Macroview Investment Management
Maryland
$489K -$163K -4,804 -24%
FFG
292
Frisch Financial Group
New York
$482K +$18K +532 +4%
BFEC
293
Benjamin F. Edwards & Company
Missouri
$482K +$26.5K +783 +6%
GAM
294
Gould Asset Management
California
$473K -$14.8K -435 -3%
CS
295
Comerica Securities
Michigan
$470K -$3.92M -115,547 -89%
FAIM
296
Financial Advocates Investment Management
Washington
$469K -$681K -20,087 -58%
SW
297
SVB Wealth
Massachusetts
$468K +$237K +7,000 +93%
HWM
298
HB Wealth Management
Georgia
$460K -$13K -384 -3%
MM
299
Main Management
California
$458K
NCM
300
NCM Capital Management
New Jersey
$457K -$30.4K -896 -6%

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.