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iShares ESG Aware MSCI EM ETF

556 hedge funds and large institutions have $3.34B invested in iShares ESG Aware MSCI EM ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 199 increasing their positions, 243 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 67

2% less funds holding

Funds holding: 567556 (-11)

8.16% less ownership

Funds ownership: 83.72%75.56% (-8.2%)

18% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 243

38% less capital invested

Capital invested by funds: $5.36B → $3.34B (-$2.02B)

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $210K

Holders
556
Holders Change
-11
Holders Change %
-1.94%
% of All Funds
9.37%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.15%
New
62
Increased
199
Reduced
243
Closed
67
Calls
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$543K
Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
326
Boston Standard Wealth Management
Massachusetts
$371K +$37.3K +1,100 +11%
SQA
327
Simon Quick Advisors
New Jersey
$370K +$391K +11,524 New
AI
328
Accredited Investors
Minnesota
$369K -$802K -23,661 -67%
BAM
329
Belpointe Asset Management
Nevada
$369K +$207K +6,100 +115%
QPWM
330
Quadrant Private Wealth Management
Pennsylvania
$367K -$114K -3,375 -23%
FPCP
331
Fort Point Capital Partners
California
$366K
IA
332
IFG Advisory
Georgia
$363K -$269K -7,947 -41%
FMN
333
Financial Management Network
California
$360K -$19.2K -565 -5%
BOPW
334
Brandywine Oak Private Wealth
Pennsylvania
$359K -$177K -5,206 -32%
GFPC
335
Global Financial Private Client
Florida
$353K -$192K -5,660 -34%
UB
336
UMB Bank
Missouri
$353K
SHIM
337
Stone House Investment Management
Pennsylvania
$352K -$4.93M -145,375 -93%
PGA
338
Portland Global Advisors
Maine
$347K
HR
339
Hardy Reed
Mississippi
$343K -$44.7K -1,319 -11%
BTWM
340
Baker Tilly Wealth Management
Wisconsin
$341K +$358K +10,564 New
SWA
341
Stratos Wealth Advisors
Ohio
$332K -$1.06M -31,190 -75%
MA
342
Mutual Advisors
Nebraska
$332K -$53.5K -1,578 -13%
GT
343
Glenmede Trust
Pennsylvania
$329K -$436K -12,845 -56%
ASFA
344
All Season Financial Advisors
Colorado
$329K +$345K +10,177 New
CB
345
Community Bank
New York
$328K
CF
346
Corrigan Financial
Rhode Island
$328K -$3.32K -98 -1%
T
347
TRUADVICE
Florida
$326K -$429K -12,658 -56%
TFO
348
Tarbox Family Office
California
$325K +$6.1K +180 +2%
KWM
349
Kingsview Wealth Management
Oregon
$324K +$85.5K +2,521 +34%
B
350
Brightworth
Georgia
$322K +$55.7K +1,644 +20%

ESGE Hedge Fund Activity: Q2 2022 in Review

556 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2022, worth a combined $3.34B — down 38% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of ESGE and 62 opened new positions — a net loss of 5 holders — while 243 trimmed existing stakes and 199 added.

The largest buyer was Jane Street, adding an estimated $186M. The largest seller was Envestnet Asset Management, cutting an estimated $709M.

  • 556 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2022, down from 567 in Q1 2022.
  • Funds reported $3.34B of iShares ESG Aware MSCI EM ETF stock for Q2 2022, down 38% quarter-over-quarter.
  • 62 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2022 and 67 closed out, a net change of -5 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2022 was Jane Street, an estimated $186M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $709M sold.

Based on aggregated 13F filings for Q2 2022.