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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
VFIC
351
Valley Forge Investment Consultants
Pennsylvania
$318K
APA
352
American Portfolios Advisors
New York
$317K -$765K -22,551 -70%
HDIM
353
Hanson & Doremus Investment Management
Vermont
$317K
MWM
354
Maripau Wealth Management
Indiana
$316K -$305K -9,007 -47%
LFG
355
Larson Financial Group
Missouri
$315K +$36.9K +1,087 +13%
PFO
356
Pathstone Family Office
New Jersey
$315K +$330K +9,735 New
WWA
357
WCG Wealth Advisors
Nevada
$314K +$329K +9,708 New
IF
358
Intrua Financial
Texas
$312K -$422K -12,447 -56%
LF
359
Lantz Financial
Illinois
$309K -$715K -21,080 -69%
APC
360
Aspire Private Capital
North Carolina
$309K -$2.88K -85 -0.9%
CAMV
361
Concord Asset Management (Virginia)
Virginia
$305K +$42.3K +1,247 +15%
Massachusetts Financial Services
362
Massachusetts Financial Services
Massachusetts
$304K -$500K -14,743 -61%
WWM
363
Western Wealth Management
Colorado
$300K -$324K -9,550 -51%
WWP
364
Waypoint Wealth Partners
California
$300K +$91.2K +2,690 +41%
AFAS
365
Acorn Financial Advisory Services
Virginia
$298K -$88.5K -2,609 -22%
ECM
366
Evergreen Capital Management
Washington
$297K -$71.2K -2,100 -19%
COCM
367
Charter Oak Capital Management
New Hampshire
$297K -$10.7K -315 -3%
KCM
368
Karp Capital Management
California
$296K
BHWM
369
Bay Harbor Wealth Management
Maryland
$295K -$2.19M -64,537 -88%
HNB
370
Huntington National Bank
Ohio
$293K
TIM
371
Tortoise Investment Management
New York
$293K +$119K +3,510 +63%
MHB
372
Midwest Heritage Bank
Iowa
$292K -$30.1K -887 -9%
MWP
373
Meridian Wealth Partners
Pennsylvania
$291K +$2K +59 +0.7%
MLA
374
My Legacy Advisors
Oregon
$287K +$310K +9,141 New
MSA
375
Marino Stram & Associates
Massachusetts
$284K +$19.5K +576 +7%

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.