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iShares ESG Aware MSCI EM ETF

451 hedge funds and large institutions have $6.19B invested in iShares ESG Aware MSCI EM ETF in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 202 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

55% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 130

11% more funds holding

Funds holding: 407451 (+44)

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$419M)

7.01% less ownership

Funds ownership: 93.72%86.7% (-7%)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

Holders
451
Holders Change
+44
Holders Change %
+10.81%
% of All Funds
7.92%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.49%
New
74
Increased
202
Reduced
130
Closed
24
Calls
$5.15M
Puts
Net Calls
+$5.15M
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
376
Aaron Wealth Advisors
Illinois
$229K +$235K +5,294 New
AFP
377
Ausdal Financial Partners
Iowa
$223K -$18.8K -423 -8%
CCA
378
Cobblestone Capital Advisors
New York
$219K +$224K +5,048 New
PP
379
PDS Planning
Ohio
$218K +$224K +5,037 New
MKA
380
M. Kulyk & Associates
Georgia
$218K +$224K +5,042 New
AIA
381
Arbor Investment Advisors
North Carolina
$217K -$41.9K -943 -16%
LF
382
Lantz Financial
Illinois
$212K +$217K +4,885 New
JFGLC
383
Johnson Financial Group LLC (Colorado)
Colorado
$210K
LFA
384
Lighthouse Financial Advisors
Maryland
$206K +$212K +4,771 New
HCA
385
Heck Capital Advisors
Wisconsin
$204K +$68K +1,530 +48%
RCAG
386
Rehmann Capital Advisory Group
Michigan
$201K +$206K +4,643 New
1SB
387
1ST Source Bank
Indiana
$200K +$205K +4,619 New
PAI
388
Pittenger & Anderson Inc
Nebraska
$186K +$26.5K +595 +16%
BAM
389
Belpointe Asset Management
Nevada
$185K +$46.8K +1,053 +33%
GFPC
390
Global Financial Private Client
Florida
$184K +$114K +2,563 +157%
CFD
391
Creative Financial Designs
Indiana
$149K +$41.5K +933 +37%
ADIM
392
Alpha DNA Investment Management
Maryland
$139K +$9.87K +222 +7%
ACA
393
Aptus Capital Advisors
Alabama
$117K +$40.4K +908 +51%
VFA
394
Valeo Financial Advisors
Indiana
$113K
CAL
395
Capital Analysts LLC
Pennsylvania
$109K +$53.6K +1,206 +91%
CPFP
396
Clear Perspectives Financial Planning
Ohio
$96K +$10K +225 +11%
WTC
397
WhitTier Trust Company
Nevada
$94K +$19.8K +445 +26%
CMBA
398
C.M. Bidwell & Associates
Hawaii
$79K -$7.69K -173 -9%
RG
399
Retirement Group
California
$74K
BW
400
Bison Wealth
Georgia
$73K

ESGE Hedge Fund Activity: Q1 2021 in Review

451 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2021, worth a combined $6.19B — up 7.3% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ESGE positions and 24 closed out — a net gain of 50 holders — while 202 added to existing stakes and 130 trimmed.

The largest buyer was Jane Street, adding an estimated $221M. The largest seller was Envestnet Asset Management, cutting an estimated $288M.

  • 451 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2021, up from 407 in Q4 2020.
  • Funds reported $6.19B of iShares ESG Aware MSCI EM ETF stock for Q1 2021, up 7.3% quarter-over-quarter.
  • 74 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2021 and 24 closed out, a net change of +50 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2021 was Jane Street, an estimated $221M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $288M sold.

Based on aggregated 13F filings for Q1 2021.