We are live on ! Find out more
ESGE icon

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
ATC
301
Argent Trust Co
Tennessee
$323K
SAM
302
Strategy Asset Managers
California
$321K +$334K +10,148 New
MCM
303
MAI Capital Management
Ohio
$314K +$309K +9,369 New
FWI
304
Facet Wealth Inc
Maryland
$313K +$312K +9,457 New
ST
305
Spinnaker Trust
Maine
$313K +$15.4K +467 +5%
AI
306
Atria Investments
North Carolina
$311K +$306K +9,286 New
FHA
307
First Horizon Advisors
Tennessee
$309K +$50K +1,517 +20%
PP
308
PDS Planning
Ohio
$309K +$2.6K +79 +0.9%
CWS
309
Cypress Wealth Services
California
$308K -$1.51K -46 -0.5%
KFSC
310
Keystone Financial Services (Colorado)
Colorado
$306K -$560 -17 -0.2%
WWM
311
WT Wealth Management
Arizona
$305K -$16.2K -492 -5%
FIM
312
Freedom Investment Management
Connecticut
$305K +$58K +1,762 +24%
Pathstone Holdings
313
Pathstone Holdings
New Jersey
$304K -$46.6K -1,416 -14%
RCWMU
314
Rothschild & Co Wealth Management (UK)
United Kingdom
$300K
FDCDDQ
315
Federation des caisses Desjardins du Quebec
Quebec, Canada
$298K +$33.4K +1,015 +13%
FFA
316
First Foundation Advisors
California
$297K -$26.9K -817 -8%
BWL
317
Bogart Wealth LLC
Virginia
$295K +$115K +3,502 +66%
MWP
318
Moller Wealth Partners
$290K
BWP
319
BSW Wealth Partners
Colorado
$290K -$218K -6,631 -43%
TIM
320
Tortoise Investment Management
New York
$282K +$49.7K +1,510 +22%
SG
321
Sharper & Granite
California
$280K +$329 +10 +0.1%
NP
322
NorthRock Partners
Minnesota
$280K -$103K -3,141 -27%
CPP
323
Capasso Planning Partners
South Carolina
$279K +$1.19K +36 +0.4%
AWA
324
Aaron Wealth Advisors
Illinois
$279K -$37.7K -1,145 -12%
SWA
325
Stratos Wealth Advisors
Ohio
$279K +$274K +8,314 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.