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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
PAG
351
Private Advisor Group
New Jersey
$233K -$210K -6,140 -49%
Deutsche Bank
352
Deutsche Bank
Germany
$232K +$6.83K +200 +3%
MYIA
353
Mount Yale Investment Advisors
Colorado
$230K -$29.1K -852 -12%
AFM
354
Armstrong Fleming & Moore
District of Columbia
$228K -$9.29K -272 -4%
FFA
355
First Foundation Advisors
California
$228K -$88.9K -2,604 -29%
CA
356
Continuum Advisory
Idaho
$227K -$6.08K -178 -3%
PFM
357
Peak Financial Management
Massachusetts
$227K -$10.2K -300 -5%
OWA
358
Octavia Wealth Advisors
Ohio
$226K -$10.1K -295 -5%
WAL
359
W Advisors LLC
Tennessee
$226K -$1.3K -38 -0.6%
DI
360
DDFG Inc
California
$223K +$209K +6,114 New
OCM
361
One Capital Management
California
$221K +$922 +27 +0.4%
FG
362
Foster Group
Iowa
$221K +$207K +6,069 New
GWSG
363
GPS Wealth Strategies Group
Colorado
$219K +$12.3K +361 +6%
TWP
364
Tempus Wealth Planning
California
$218K -$4.51K -132 -2%
FHA
365
Flagship Harbor Advisors
Massachusetts
$216K +$203K +5,940 New
WFAG
366
Worth Financial Advisory Group
North Carolina
$216K -$25.3K -740 -11%
JF
367
JSF Financial
California
$215K +$202K +5,901 New
NC
368
Napatree Capital
Rhode Island
$214K +$201K +5,890 New
SFPM
369
Sensible Financial Planning & Management
Massachusetts
$213K +$200K +5,854 New
MSA
370
Marino Stram & Associates
Massachusetts
$212K +$199K +5,825 New
MNA
371
Manning & Napier Advisors
New York
$211K +$198K +5,785 New
CWM
372
Cranbrook Wealth Management
Michigan
$210K +$3.48K +102 +2%
FPGK
373
Financial Partners Group (Kansas)
Kansas
$210K +$197K +5,759 New
ODIJL
374
One Day In July LLC
Vermont
$207K -$16.2K -475 -8%
BFG
375
Buttonwood Financial Group
Missouri
$206K +$193K +5,653 New

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.