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iShares ESG Aware MSCI EM ETF

556 hedge funds and large institutions have $3.34B invested in iShares ESG Aware MSCI EM ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 199 increasing their positions, 243 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 67

2% less funds holding

Funds holding: 567556 (-11)

8.16% less ownership

Funds ownership: 83.72%75.56% (-8.2%)

18% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 243

38% less capital invested

Capital invested by funds: $5.36B → $3.34B (-$2.02B)

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $210K

Holders
556
Holders Change
-11
Holders Change %
-1.94%
% of All Funds
9.37%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.15%
New
62
Increased
199
Reduced
243
Closed
67
Calls
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$543K
Name Holding Trade Value Shares
Change
Change in
Stake
BO
376
BRR OpCo
Ohio
$280K +$59.2K +1,745 +25%
BIA
377
Bell Investment Advisors
California
$278K +$292K +8,597 New
WSWA
378
Warren Street Wealth Advisors
California
$276K +$8.78K +259 +3%
BAM
379
Baldrige Asset Management
Pennsylvania
$274K +$119K +3,524 +71%
AIA
380
Arbor Investment Advisors
North Carolina
$272K -$15.8K -465 -5%
BC
381
Bartlett & Co
Ohio
$271K +$57.7K +1,701 +25%
NYLIM
382
New York Life Investment Management
New York
$271K +$285K +8,395 New
BCWM
383
Bartlett & Co Wealth Management
Ohio
$271K +$57.7K +1,701 +25%
CAG
384
Csenge Advisory Group
Florida
$269K -$272K -8,009 -49%
KLI
385
Kelman-Lazarov Inc
Tennessee
$269K +$26.9K +792 +11%
BIA
386
Bigelow Investment Advisors
Maine
$267K +$2.2K +65 +0.8%
FA
387
Forefront Analytics
Pennsylvania
$266K -$4.44K -131 -2%
PAMG
388
Patton Albertson Miller Group
Tennessee
$264K -$164K -4,851 -37%
LFG
389
Leverty Financial Group
Wisconsin
$263K -$47.9K -1,414 -15%
PHIC
390
Pine Haven Investment Counsel
Massachusetts
$262K +$68 +2 +0%
AG
391
Ascent Group
Virginia
$261K -$139K -4,094 -33%
CWM
392
Cornerstone Wealth Management
Missouri
$261K -$35.7K -1,054 -12%
SFS
393
Security Financial Services
Indiana
$260K +$273K +8,057 New
KA
394
Kovack Advisors
Florida
$258K -$80.6K -2,376 -23%
MNG
395
Manning & Napier Group
New York
$255K
CAL
396
Capital Analysts LLC
Pennsylvania
$253K +$85.9K +2,533 +48%
MWP
397
Moller Wealth Partners
$252K +$5.9K +174 +2%
CPP
398
Capasso Planning Partners
South Carolina
$252K +$13.1K +387 +5%
EW
399
Evoke Wealth
California
$248K
RW
400
Rede Wealth
Virginia
$246K -$367K -10,820 -59%

ESGE Hedge Fund Activity: Q2 2022 in Review

556 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2022, worth a combined $3.34B — down 38% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of ESGE and 62 opened new positions — a net loss of 5 holders — while 243 trimmed existing stakes and 199 added.

The largest buyer was Jane Street, adding an estimated $186M. The largest seller was Envestnet Asset Management, cutting an estimated $709M.

  • 556 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2022, down from 567 in Q1 2022.
  • Funds reported $3.34B of iShares ESG Aware MSCI EM ETF stock for Q2 2022, down 38% quarter-over-quarter.
  • 62 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2022 and 67 closed out, a net change of -5 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2022 was Jane Street, an estimated $186M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $709M sold.

Based on aggregated 13F filings for Q2 2022.