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iShares ESG Aware MSCI EM ETF

451 hedge funds and large institutions have $6.19B invested in iShares ESG Aware MSCI EM ETF in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 202 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

55% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 130

11% more funds holding

Funds holding: 407451 (+44)

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$419M)

7.01% less ownership

Funds ownership: 93.72%86.7% (-7%)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

Holders
451
Holders Change
+44
Holders Change %
+10.81%
% of All Funds
7.92%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.49%
New
74
Increased
202
Reduced
130
Closed
24
Calls
$5.15M
Puts
Net Calls
+$5.15M
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
326
Mascoma Wealth Management
New Hampshire
$318K +$327K +7,342 New
LFG
327
Larson Financial Group
Missouri
$317K +$185K +4,161 +132%
CTA
328
Chesley Taft & Associates
Illinois
$316K -$3.33K -75 -1%
TPCW
329
TD Private Client Wealth
New York
$313K +$322K +7,238 New
SCA
330
Spearhead Capital Advisors
Florida
$312K
LA
331
LexAurum Advisors
Kansas
$310K +$25.7K +579 +9%
MAM
332
Meeder Asset Management
Ohio
$307K -$32.6K -733 -9%
DWP
333
Destiny Wealth Partners
Florida
$307K -$9.74K -219 -3%
AGA
334
Arkos Global Advisors
Texas
$306K -$1.73K -39 -0.5%
IFG
335
Independent Financial Group
California
$305K +$314K +7,051 New
GLLW
336
Graves Light Lenhart Wealth
Virginia
$305K +$74.2K +1,668 +31%
APW
337
Austin Private Wealth
Texas
$304K -$57.3K -1,288 -15%
HT
338
Hefren-Tillotson
Pennsylvania
$303K +$142K +3,184 +83%
BSWM
339
Boston Standard Wealth Management
Massachusetts
$302K +$26.9K +604 +9%
CWAG
340
Compton Wealth Advisory Group
Virginia
$300K +$308K +6,930 New
GSWM
341
Golden State Wealth Management
California
$295K -$298K -6,694 -50%
HI
342
Harbour Investments
Wisconsin
$294K +$302K +6,790 New
JFG
343
JMG Financial Group
Illinois
$290K +$298K +6,690 New
UCFA
344
United Capital Financial Advisors
Texas
$289K -$231K -5,204 -44%
CIC
345
Carnegie Investment Counsel
Ohio
$288K
FCI
346
Financial Counselors Inc
Kansas
$288K
BOPW
347
Brandywine Oak Private Wealth
Pennsylvania
$286K +$294K +6,618 New
G
348
GenTrust
Florida
$286K +$304K +6,842 New
WWP
349
Waypoint Wealth Partners
California
$285K
AA
350
Ancora Advisors
Ohio
$281K -$46.7K -1,051 -14%

ESGE Hedge Fund Activity: Q1 2021 in Review

451 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2021, worth a combined $6.19B — up 7.3% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ESGE positions and 24 closed out — a net gain of 50 holders — while 202 added to existing stakes and 130 trimmed.

The largest buyer was Jane Street, adding an estimated $221M. The largest seller was Envestnet Asset Management, cutting an estimated $288M.

  • 451 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2021, up from 407 in Q4 2020.
  • Funds reported $6.19B of iShares ESG Aware MSCI EM ETF stock for Q1 2021, up 7.3% quarter-over-quarter.
  • 74 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2021 and 24 closed out, a net change of +50 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2021 was Jane Street, an estimated $221M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $288M sold.

Based on aggregated 13F filings for Q1 2021.