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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
BSB
326
Bangor Savings Bank
Maine
$277K +$42.3K +1,285 +18%
AWM
327
AE Wealth Management
Kansas
$277K +$20K +608 +8%
P
328
&Partners
Tennessee
$274K +$2.8K +85 +1%
AWM
329
Apollon Wealth Management
South Carolina
$271K -$78.5K -2,382 -23%
OWMIAS
330
One Wealth Management Investment & Advisory Services
Florida
$270K +$265K +8,048 New
TFO
331
Tarbox Family Office
California
$266K +$37.5K +1,138 +17%
UB
332
Umpqua Bank
Oregon
$258K
KWM
333
Kingsview Wealth Management
Oregon
$258K +$42.1K +1,279 +20%
VCP
334
Verus Capital Partners
Arizona
$254K -$144K -4,367 -37%
GDP
335
Great Diamond Partners
Maine
$249K -$7.48K -227 -3%
CGL
336
Clarius Group LLC
Washington
$247K
SIC
337
Sigma Investment Counselors
Michigan
$246K
SWP
338
Stratos Wealth Partners
Ohio
$245K -$11.7K -355 -5%
PSCM
339
Per Stirling Capital Management
Texas
$245K -$68.8K -2,090 -22%
LFG
340
Leverty Financial Group
Wisconsin
$244K +$22.8K +693 +11%
MYIA
341
Mount Yale Investment Advisors
Colorado
$240K -$7.74K -235 -3%
MBFW
342
Morton Brown Family Wealth
Pennsylvania
$239K -$264 -8 -0.1%
VW
343
Veridan Wealth
Oregon
$238K +$200K +6,067 New
MWM
344
Meridian Wealth Management
Kentucky
$237K +$232K +7,058 New
CA
345
CGN Advisors
Kansas
$235K +$230K +6,997 New
HB
346
HTLF Bank
Colorado
$233K +$23.6K +718 +11%
HFA
347
High Falls Advisors
New York
$232K +$7.77K +236 +4%
WCWM
348
Willow Creek Wealth Management
California
$229K
CA
349
Continuum Advisory
Idaho
$229K +$18K +545 +9%
BIA
350
Bigelow Investment Advisors
Maine
$229K -$7.54K -229 -3%

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.