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iShares ESG Aware MSCI EM ETF

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 286 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 80

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $6.19B → $6.96B (+$774M)

4% more funds holding

Funds holding: 451470 (+19)

0.34% more ownership

Funds ownership: 86.7%87.05% (+0.34%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.18%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
286
Reduced
80
Closed
23
Calls
$7.13M
Puts
Net Calls
+$7.13M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
376
Sage Advisory Services
Texas
$265K -$73.8K -1,667 -22%
KWM
377
Kingsview Wealth Management
Oregon
$265K +$3.94K +89 +2%
PGA
378
Portland Global Advisors
Maine
$264K
WCWM
379
Willow Creek Wealth Management
California
$264K
HWA
380
Heritage Way Advisors
Illinois
$258K +$253K +5,714 New
SFM
381
Signet Financial Management
New Jersey
$257K -$841 -19 -0.3%
FEG
382
Fund Evaluation Group
Ohio
$255K +$250K +5,649 New
CCM
383
Covington Capital Management
California
$255K +$251K +5,658 New
MSFS
384
Main Street Financial Solutions
Pennsylvania
$254K +$4.56K +103 +2%
SWG
385
Summit Wealth Group
Vermont
$254K +$183K +4,126 +274%
WCFA
386
Walkner Condon Financial Advisors
Wisconsin
$252K +$266 +6 +0.1%
CCA
387
Cobblestone Capital Advisors
New York
$249K +$20.2K +456 +9%
CT
388
Cambridge Trust
Massachusetts
$241K -$195K -4,399 -45%
KLI
389
Kelman-Lazarov Inc
Tennessee
$236K -$14.2K -320 -6%
MCWS
390
McKinley Carter Wealth Services
West Virginia
$233K +$229K +5,167 New
KM
391
Kalos Management
Georgia
$229K -$88.1K -1,990 -27%
PP
392
PDS Planning
Ohio
$228K +$930 +21 +0.4%
FC
393
Fiduciary Counselling
Minnesota
$226K -$20K -451 -8%
CA
394
Continuum Advisory
Idaho
$226K +$221K +4,998 New
WS
395
Wedbush Securities
California
$223K +$219K +4,941 New
ST
396
Spinnaker Trust
Maine
$220K +$216K +4,879 New
1SB
397
1ST Source Bank
Indiana
$219K +$10.7K +242 +5%
CAL
398
Capital Analysts LLC
Pennsylvania
$215K +$99.2K +2,241 +89%
WSTAM
399
Wilbanks Smith & Thomas Asset Management
Virginia
$211K -$31.6K -714 -13%
HNB
400
Huntington National Bank
Ohio
$211K +$207K +4,676 New

ESGE Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2021, worth a combined $6.96B — up 12% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGE positions and 23 closed out — a net gain of 24 holders — while 286 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Jane Street, cutting an estimated $221M.

  • 470 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2021, up from 451 in Q1 2021.
  • Funds reported $6.96B of iShares ESG Aware MSCI EM ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2021 and 23 closed out, a net change of +24 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $189M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2021 was Jane Street, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2021.