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iShares ESG Aware MSCI EM ETF

530 hedge funds and large institutions have $2.84B invested in iShares ESG Aware MSCI EM ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 194

0.74% more ownership

Funds ownership: 75.56%76.3% (+0.74%)

5% less funds holding

Funds holding: 556530 (-26)

15% less capital invested

Capital invested by funds: $3.34B → $2.84B (-$497M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

Holders
530
Holders Change
-26
Holders Change %
-4.68%
% of All Funds
9.13%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
45
Increased
217
Reduced
194
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APC
376
Aspire Private Capital
North Carolina
$237K -$31.3K -1,002 -10%
Squarepoint
377
Squarepoint
New York
$237K +$267K +8,564 New
FCM
378
Fortis Capital Management
Washington
$234K +$45.4K +1,455 +21%
BIA
379
Bigelow Investment Advisors
Maine
$233K +$5.21K +167 +2%
CG
380
Caprock Group
Idaho
$232K -$160K -5,122 -38%
MWP
381
Moller Wealth Partners
$232K +$18.8K +603 +8%
CA
382
Clearstead Advisors
Ohio
$231K +$155K +4,955 +146%
PHIC
383
Pine Haven Investment Counsel
Massachusetts
$230K +$6.24K +200 +2%
FA
384
Forefront Analytics
Pennsylvania
$229K
HNB
385
Huntington National Bank
Ohio
$228K
MNG
386
Manning & Napier Group
New York
$226K
CPP
387
Capasso Planning Partners
South Carolina
$224K +$9.95K +319 +4%
WSWA
388
Warren Street Wealth Advisors
California
$223K -$15.4K -493 -6%
VWM
389
Venturi Wealth Management
Texas
$221K +$26.5K +850 +12%
CT
390
Cambridge Trust
Massachusetts
$221K +$81.3K +2,605 +49%
FAIM
391
Financial Advocates Investment Management
Washington
$220K -$260K -8,340 -57%
BTWM
392
Baker Tilly Wealth Management
Wisconsin
$220K -$81.4K -2,609 -25%
BIA
393
Bell Investment Advisors
California
$220K -$20.5K -656 -8%
MHB
394
Midwest Heritage Bank
Iowa
$219K -$35.6K -1,142 -13%
TPCW
395
TD Private Client Wealth
New York
$217K +$11.9K +380 +5%
CPIG
396
Chicago Partners Investment Group
Illinois
$216K
ST
397
Spinnaker Trust
Maine
$214K +$41.8K +1,340 +21%
WS
398
Wedbush Securities
California
$214K +$242K +7,748 New
EW
399
Evoke Wealth
California
$212K
AWA
400
Aaron Wealth Advisors
Illinois
$210K -$148K -4,740 -38%

ESGE Hedge Fund Activity: Q3 2022 in Review

530 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2022, worth a combined $2.84B — down 15% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ESGE and 45 opened new positions — a net loss of 16 holders — while 194 trimmed existing stakes and 217 added.

The largest buyer was Jane Street, adding an estimated $96.4M. The largest seller was Northern Trust, cutting an estimated $27.5M.

  • 530 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2022, down from 556 in Q2 2022.
  • Funds reported $2.84B of iShares ESG Aware MSCI EM ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 45 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2022 and 61 closed out, a net change of -16 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2022 was Jane Street, an estimated $96.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2022 was Northern Trust, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2022.