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iShares ESG Aware MSCI EM ETF

500 hedge funds and large institutions have $3.31B invested in iShares ESG Aware MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more capital invested

Capital invested by funds: $2.92B → $3.31B (+$394M)

2.64% more ownership

Funds ownership: 67.55%70.19% (+2.6%)

1% more funds holding

Funds holding: 493500 (+7)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 175

Holders
500
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
191
Reduced
175
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
301
TD Private Client Wealth
New York
$367K +$1.23K +36 +0.4%
VFA
302
Valeo Financial Advisors
Indiana
$361K
ST
303
Spinnaker Trust
Maine
$358K +$17.1K +501 +5%
FIM
304
Freedom Investment Management
Connecticut
$356K +$23.5K +688 +8%
SEIA
305
Signature Estate & Investment Advisors
California
$356K -$69.1K -2,024 -17%
FHA
306
First Horizon Advisors
Tennessee
$348K +$11.5K +337 +4%
AI
307
Atria Investments
North Carolina
$346K +$7.41K +217 +2%
SB
308
Strategic Blueprint
Georgia
$344K -$38.2K -1,118 -11%
BBA
309
BLB&B Advisors
Pennsylvania
$341K -$24.6K -721 -7%
WWM
310
WT Wealth Management
Arizona
$340K +$7.1K +208 +2%
AWM
311
Apollon Wealth Management
South Carolina
$334K +$37.2K +1,090 +13%
MCM
312
MAI Capital Management
Ohio
$332K -$8.61K -252 -3%
RCWMU
313
Rothschild & Co Wealth Management (UK)
United Kingdom
$325K
FWI
314
Facet Wealth Inc
Maryland
$323K -$10.5K -308 -3%
Pathstone Holdings
315
Pathstone Holdings
New Jersey
$323K -$6.49K -190 -2%
UL
316
Unionview LLC
Washington
$321K -$91.4K -2,678 -23%
SG
317
Sharper & Granite
California
$318K +$13.3K +389 +5%
KFSC
318
Keystone Financial Services (Colorado)
Colorado
$317K -$13.9K -406 -4%
MWP
319
Moller Wealth Partners
$315K -$307 -9 -0.1%
BWP
320
BSW Wealth Partners
Colorado
$315K
TIM
321
Tortoise Investment Management
New York
$306K
AWA
322
Aaron Wealth Advisors
Illinois
$303K
Squarepoint
323
Squarepoint
New York
$296K +$278K +8,142 New
AWM
324
AE Wealth Management
Kansas
$295K -$5.77K -169 -2%
TFO
325
Tarbox Family Office
California
$289K

ESGE Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2024, worth a combined $3.31B — up 14% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ESGE positions and 34 closed out — a net gain of 12 holders — while 191 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $56.8M. The largest seller was Goldman Sachs, cutting an estimated $20.9M.

  • 500 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2024, up from 493 in Q2 2024.
  • Funds reported $3.31B of iShares ESG Aware MSCI EM ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 46 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2024 and 34 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2024 was Bank of America, an estimated $56.8M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2024 was Goldman Sachs, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2024.