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iShares ESG Aware MSCI EM ETF

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 286 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 80

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $6.19B → $6.96B (+$774M)

4% more funds holding

Funds holding: 451470 (+19)

0.34% more ownership

Funds ownership: 86.7%87.05% (+0.34%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.18%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
286
Reduced
80
Closed
23
Calls
$7.13M
Puts
Net Calls
+$7.13M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
Advisornet Financial
Minnesota
$394K +$17.7K +400 +5%
PA
327
Parallel Advisors
California
$394K +$24.2K +547 +7%
FA
328
FDx Advisors
Illinois
$378K -$6.73K -152 -2%
MWM
329
Mascoma Wealth Management
New Hampshire
$378K +$45.3K +1,024 +14%
CA
330
CGN Advisors
Kansas
$365K -$4.65K -105 -1%
IWM
331
IHT Wealth Management
Illinois
$361K +$23.9K +540 +7%
RFC
332
Regions Financial Corp
Alabama
$359K -$44 -1 -0%
FA
333
Forefront Analytics
Pennsylvania
$358K +$1.73K +39 +0.5%
CG
334
Caprock Group
Idaho
$355K +$1.73K +39 +0.5%
3LCM
335
3D/L Capital Management
Connecticut
$352K +$61.6K +1,392 +22%
G
336
GenTrust
Florida
$348K +$38.2K +862 +13%
EW
337
Evoke Wealth
California
$346K
GLLW
338
Graves Light Lenhart Wealth
Virginia
$344K +$25.1K +567 +8%
RCWMU
339
Rothschild & Co Wealth Management (UK)
United Kingdom
$341K -$73.9K -1,668 -18%
CWM
340
Chicago Wealth Management
Illinois
$337K -$4.03K -91 -1%
CCG
341
Capital CS Group
California
$337K +$330K +7,459 New
GWA
342
GGM Wealth Advisors
Maryland
$335K
IFG
343
Independent Financial Group
California
$333K +$14.4K +325 +5%
SIC
344
Sigma Investment Counselors
Michigan
$331K
MAM
345
Meeder Asset Management
Ohio
$329K +$8.77K +198 +3%
SCA
346
Spearhead Capital Advisors
Florida
$327K +$1.59K +36 +0.5%
LA
347
LexAurum Advisors
Kansas
$327K +$3.72K +84 +1%
APW
348
Austin Private Wealth
Texas
$324K +$6.91K +156 +2%
RCAG
349
Rehmann Capital Advisory Group
Michigan
$324K +$115K +2,592 +56%
CF
350
Corrigan Financial
Rhode Island
$322K +$30.3K +685 +11%

ESGE Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2021, worth a combined $6.96B — up 12% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGE positions and 23 closed out — a net gain of 24 holders — while 286 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Jane Street, cutting an estimated $221M.

  • 470 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2021, up from 451 in Q1 2021.
  • Funds reported $6.96B of iShares ESG Aware MSCI EM ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2021 and 23 closed out, a net change of +24 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $189M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2021 was Jane Street, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2021.