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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
OBWP
351
O'Brien Wealth Partners
Massachusetts
$321K
AGA
352
Arkos Global Advisors
Texas
$318K -$664 -15 -0.2%
GSWM
353
Golden State Wealth Management
California
$318K +$9.21K +208 +3%
OWM
354
Opes Wealth Management
California
$318K +$62.4K +1,410 +25%
AIA
355
Arbor Investment Advisors
North Carolina
$316K +$87.7K +1,981 +40%
AA
356
Ancora Advisors
Ohio
$315K +$23K +520 +8%
LFG
357
Larson Financial Group
Missouri
$309K -$20.9K -471 -6%
DWP
358
Destiny Wealth Partners
Florida
$303K -$16.7K -378 -5%
CTA
359
Chesley Taft & Associates
Illinois
$302K -$22.1K -500 -7%
PL
360
Plancorp LLC
Missouri
$302K +$9.65K +218 +3%
LWP
361
Lumature Wealth Partners
Georgia
$300K -$86.4K -1,951 -23%
CIC
362
Carnegie Investment Counsel
Ohio
$300K
WWP
363
Waypoint Wealth Partners
California
$298K
Citadel Advisors
364
Citadel Advisors
Florida
$296K -$22.3M -503,082 -99%
COCM
365
Charter Oak Capital Management
New Hampshire
$295K +$6.42K +145 +2%
Wealth Enhancement Advisory Services
366
Wealth Enhancement Advisory Services
Minnesota
$292K +$33K +745 +13%
IAN
367
Integrated Advisors Network
Texas
$292K +$286K +6,458 New
HCA
368
Heck Capital Advisors
Wisconsin
$286K +$72.3K +1,632 +35%
MPWT
369
MassMutual Private Wealth & Trust
Connecticut
$281K +$31.7K +717 +13%
BBVA
370
Banco Bilbao Vizcaya Argentaria
Spain
$278K +$272K +6,150 New
BIA
371
Bigelow Investment Advisors
Maine
$274K
FA
372
Financial Advisors
Massachusetts
$274K +$269K +6,071 New
DT
373
Diversified Trust
Tennessee
$273K +$268K +6,046 New
PP
374
Prosperity Planning
Missouri
$272K -$263K -5,946 Closed
QCM
375
Quest Capital Management
Texas
$266K

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.