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iShares ESG Aware MSCI EM ETF

530 hedge funds and large institutions have $2.84B invested in iShares ESG Aware MSCI EM ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 194

0.74% more ownership

Funds ownership: 75.56%76.3% (+0.74%)

5% less funds holding

Funds holding: 556530 (-26)

15% less capital invested

Capital invested by funds: $3.34B → $2.84B (-$497M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

Holders
530
Holders Change
-26
Holders Change %
-4.68%
% of All Funds
9.13%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
45
Increased
217
Reduced
194
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
351
IFG Advisory
Georgia
$263K -$53.9K -1,729 -15%
MLA
352
My Legacy Advisors
Oregon
$262K +$15.7K +503 +6%
KWS
353
Keystone Wealth Services
California
$259K -$131K -4,203 -31%
AI
354
Accredited Investors
Minnesota
$259K -$64.5K -2,069 -18%
OFG
355
OmniStar Financial Group
North Carolina
$258K -$229K -7,354 -44%
CAMV
356
Concord Asset Management (Virginia)
Virginia
$257K -$5.15K -165 -2%
PAMG
357
Patton Albertson Miller Group
Tennessee
$257K +$34.2K +1,097 +13%
ICP
358
Interchange Capital Partners
Pennsylvania
$255K +$93.4K +2,994 +48%
WWA
359
WCG Wealth Advisors
Nevada
$254K -$16.7K -535 -6%
COCM
360
Charter Oak Capital Management
New Hampshire
$254K -$31 -1 -0%
BC
361
Bartlett & Co
Ohio
$254K +$24.6K +790 +9%
BCWM
362
Bartlett & Co Wealth Management
Ohio
$254K +$24.6K +790 +9%
WF
363
Williams Financial
Vermont
$253K +$286K +9,155 New
LF
364
Lantz Financial
Illinois
$251K -$15.4K -495 -5%
FANJ
365
Financial Architects (New Jersey)
New Jersey
$250K +$281K +9,018 New
SWA
366
Stratos Wealth Advisors
Ohio
$249K -$39.9K -1,279 -12%
BHWM
367
Bay Harbor Wealth Management
Maryland
$249K -$3.87K -124 -1%
CWM
368
Cranbrook Wealth Management
Michigan
$249K +$196K +6,283 +233%
RCWMU
369
Rothschild & Co Wealth Management (UK)
United Kingdom
$248K +$43K +1,377 +18%
WC
370
Weil Company
California
$246K +$278K +8,907 New
AFAS
371
Acorn Financial Advisory Services
Virginia
$245K -$11.5K -369 -4%
LFG
372
Leverty Financial Group
Wisconsin
$239K +$15.4K +495 +6%
AG
373
Ascent Group
Virginia
$239K +$18.3K +588 +7%
TWP
374
Tempus Wealth Planning
California
$239K +$269K +8,624 New
CA
375
CGN Advisors
Kansas
$239K +$270K +8,652 New

ESGE Hedge Fund Activity: Q3 2022 in Review

530 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2022, worth a combined $2.84B — down 15% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ESGE and 45 opened new positions — a net loss of 16 holders — while 194 trimmed existing stakes and 217 added.

The largest buyer was Jane Street, adding an estimated $96.4M. The largest seller was Northern Trust, cutting an estimated $27.5M.

  • 530 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2022, down from 556 in Q2 2022.
  • Funds reported $2.84B of iShares ESG Aware MSCI EM ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 45 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2022 and 61 closed out, a net change of -16 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2022 was Jane Street, an estimated $96.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2022 was Northern Trust, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2022.