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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
D
276
Diversified
Delaware
$375K +$369K +11,193 New
FI
277
Financial Insights
Washington
$374K -$66 -2 -0%
SW
278
SVB Wealth
Massachusetts
$371K
AF
279
Advisornet Financial
Minnesota
$369K +$4.58K +139 +1%
SRB
280
Shotwell Rutter Baer
Michigan
$369K -$18.8K -570 -5%
CB
281
Community Bank
New York
$361K -$329 -10 -0.1%
AGWCA
282
Annis Gardner Whiting Capital Advisors
Florida
$360K
BAM
283
Belpointe Asset Management
Nevada
$357K +$351K +10,657 New
RA
284
RFG Advisory
Alabama
$356K +$350K +10,626 New
SB
285
Strategic Blueprint
Georgia
$354K +$53.6K +1,628 +18%
HT
286
Heritage Trust
Oklahoma
$348K
OBWG
287
Onyx Bridge Wealth Group
New York
$348K +$341K +10,364 New
WN
288
Williams & Novak
California
$348K +$17.1K +520 +5%
EWA
289
EverSource Wealth Advisors
Alabama
$347K +$246K +7,455 +267%
EWP
290
Elevation Wealth Partners
California
$343K +$129K +3,922 +62%
PPW
291
Presilium Private Wealth
Pennsylvania
$340K -$2.27K -69 -0.7%
TWM
292
Tradition Wealth Management
Minnesota
$338K +$76.1K +2,310 +30%
BBA
293
BLB&B Advisors
Pennsylvania
$338K +$14.4K +436 +5%
TPCW
294
TD Private Client Wealth
New York
$337K -$3.79K -115 -1%
SC
295
Stephens Consulting
Michigan
$336K +$39.6K +1,202 +14%
UB
296
UMB Bank
Missouri
$335K +$329K +10,000 New
VFA
297
Valeo Financial Advisors
Indiana
$333K -$13.7K -416 -4%
MPW
298
MA Private Wealth
California
$328K
RPSA
299
Richard P. Slaughter Associates
Texas
$327K +$321K +9,742 New
FLPIM
300
F.L. Putnam Investment Management
Massachusetts
$324K +$318K +9,660 New

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.