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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
AFG
326
Atomi Financial Group
New York
$288K -$140K -4,091 -34%
CPP
327
Capasso Planning Partners
South Carolina
$287K -$15.4K -451 -5%
HB
328
HTLF Bank
Colorado
$285K +$29.2K +855 +12%
PSCM
329
Per Stirling Capital Management
Texas
$279K +$12.4K +364 +5%
VCP
330
Verus Capital Partners
Arizona
$277K +$820 +24 +0.3%
CWS
331
Cypress Wealth Services
California
$269K -$60.9K -1,783 -19%
KWM
332
Kingsview Wealth Management
Oregon
$269K -$10.1K -296 -4%
CGL
333
Clarius Group LLC
Washington
$268K
SIC
334
Sigma Investment Counselors
Michigan
$267K
GDP
335
Great Diamond Partners
Maine
$266K -$3.31K -97 -1%
LFG
336
Leverty Financial Group
Wisconsin
$265K
SWP
337
Stratos Wealth Partners
Ohio
$262K -$3.48K -102 -1%
BIA
338
Bigelow Investment Advisors
Maine
$257K +$7.99K +234 +3%
CWP
339
CFM Wealth Partners
Texas
$255K +$27K +791 +13%
MBFW
340
Morton Brown Family Wealth
Pennsylvania
$255K
HFA
341
High Falls Advisors
New York
$253K +$820 +24 +0.3%
WCWM
342
Willow Creek Wealth Management
California
$249K
MCC
343
Maiden Cove Capital
Maine
$249K +$233K +6,830 New
TDWM
344
Topel & Distasi Wealth Management
California
$247K +$2.87K +84 +1%
EPW
345
Evergreen Private Wealth
Colorado
$246K +$1.91K +56 +0.8%
T
346
TNF
Montana
$244K -$508K -14,868 -69%
JSW
347
Journey Strategic Wealth
New Jersey
$243K +$12.3K +360 +6%
EGWAG
348
Elwood & Goetz Wealth Advisory Group
Georgia
$241K
MWM
349
Meridian Wealth Management
Kentucky
$240K -$15.7K -459 -7%
RIS
350
Retirement Income Solutions
Michigan
$236K +$9.22K +270 +4%

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.