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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
EPW
351
Evergreen Private Wealth
Colorado
$225K -$856 -26 -0.4%
TDWM
352
Topel & Distasi Wealth Management
California
$225K -$791 -24 -0.4%
WFAG
353
Worth Financial Advisory Group
North Carolina
$223K -$39.1K -1,188 -15%
EGWAG
354
Elwood & Goetz Wealth Advisory Group
Georgia
$222K +$7.38K +224 +4%
RIM
355
RW Investment Management
Idaho
$221K +$217K +6,587 New
LA
356
LexAurum Advisors
Kansas
$220K +$216K +6,561 New
AFM
357
Armstrong Fleming & Moore
District of Columbia
$219K +$428 +13 +0.2%
PFM
358
Peak Financial Management
Massachusetts
$219K
OWA
359
Octavia Wealth Advisors
Ohio
$218K -$27.4K -831 -11%
JSW
360
Journey Strategic Wealth
New Jersey
$212K +$208K +6,327 New
CW
361
CreativeOne Wealth
Kansas
$211K -$715K -21,705 -78%
WAL
362
W Advisors LLC
Tennessee
$209K -$7.18K -218 -3%
CWP
363
CFM Wealth Partners
Texas
$209K -$3K -91 -1%
RIS
364
Retirement Income Solutions
Michigan
$208K -$7.08K -215 -3%
Deutsche Bank
365
Deutsche Bank
Germany
$207K
ODIJL
366
One Day In July LLC
Vermont
$207K -$7.58K -230 -4%
TWP
367
Tempus Wealth Planning
California
$205K +$201K +6,115 New
OCM
368
One Capital Management
California
$203K +$199K +6,053 New
KLI
369
Kelman-Lazarov Inc
Tennessee
$202K +$199K +6,037 New
ACM
370
Armbruster Capital Management
New York
$201K +$198K +6,000 New
IAIM
371
International Assets Investment Management
Florida
$192K -$32.4K -985 -15%
CWM
372
Cranbrook Wealth Management
Michigan
$190K -$111K -3,370 -37%
GWSG
373
GPS Wealth Strategies Group
Colorado
$190K +$165K +5,021 +794%
BCWM
374
Bartlett & Co Wealth Management
Ohio
$185K
KFP
375
Keener Financial Planning
Texas
$185K

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.