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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
RW
276
REDW Wealth
New Mexico
$452K -$2.4K -77 -0.5%
PL
277
Plancorp LLC
Missouri
$445K +$273K +8,756 +119%
KP
278
Keel Point
Alabama
$444K
CA
279
CoreCap Advisors
Michigan
$441K -$76.7K -2,458 -13%
CS
280
Comerica Securities
Michigan
$441K +$44.2K +1,418 +10%
AR
281
Apeiron RIA
Texas
$435K -$28.3K -906 -5%
RSWM
282
Robertson Stephens Wealth Management
California
$428K -$455K -14,594 -49%
PAG
283
Private Advisor Group
New Jersey
$424K -$490K -15,707 -51%
SB
284
Simmons Bank
Arkansas
$423K
FFG
285
Frisch Financial Group
New York
$422K +$9.67K +310 +2%
NL
286
NWAM LLC
Washington
$411K -$115K -3,677 -20%
RA
287
RFG Advisory
Alabama
$407K -$317K -10,161 -42%
NCM
288
NCM Capital Management
New Jersey
$407K +$17.8K +571 +4%
TCA
289
Transcend Capital Advisors
New Jersey
$404K -$640K -20,523 -58%
TC
290
Trilogy Capital
California
$402K +$17.3K +556 +4%
SW
291
SVB Wealth
Massachusetts
$401K
MM
292
Main Management
California
$392K
OFP
293
OLIO Financial Planning
Virginia
$385K
SFS
294
Sowell Financial Services
Arkansas
$384K +$433K +13,875 New
HR
295
Hardy Reed
Mississippi
$383K +$101K +3,243 +31%
OWM
296
Opes Wealth Management
California
$382K +$31.2K +1,000 +8%
PTC
297
Private Trust Company
Ohio
$379K
VCP
298
Verus Capital Partners
Arizona
$377K +$9.23K +296 +2%
BWM
299
BerganKDV Wealth Management
Minnesota
$371K +$43.7K +1,402 +12%
PFGIA
300
Patriot Financial Group Insurance Agency
Massachusetts
$369K +$48.4K +1,552 +13%

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.