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iShares ESG Aware MSCI EM ETF

493 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 166

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $2.75B → $2.92B (+$170M)

0.79% more ownership

Funds ownership: 66.76%67.55% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 494493 (-1)

Holders
493
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
207
Reduced
166
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
376
Concord Wealth Partners
Virginia
$181K -$79.4K -2,411 -31%
VWM
377
Venturi Wealth Management
Texas
$180K +$53.7K +1,630 +44%
WWP
378
WR Wealth Planners
Missouri
$180K -$4.32K -131 -2%
HNB
379
Huntington National Bank
Ohio
$178K
PP
380
PrairieView Partners
Minnesota
$166K +$5.93K +180 +4%
CA
381
CoreCap Advisors
Michigan
$156K -$791 -24 -0.5%
USB
382
Union Savings Bank
Connecticut
$146K +$7.02K +213 +5%
B
383
Birchbrook
Maine
$144K -$626 -19 -0.4%
MIM
384
Macroview Investment Management
Maryland
$140K -$8.46K -257 -6%
VNA
385
Valley National Advisers
Pennsylvania
$138K -$395 -12 -0.3%
GWP
386
Gen-Wealth Partners
Michigan
$136K +$39.4K +1,195 +42%
DWS
387
Dynamic Wealth Strategies
California
$136K -$12.4K -376 -8%
ACA
388
Aptus Capital Advisors
Alabama
$132K +$11K +335 +9%
BFA
389
BBJS Financial Advisors
Washington
$129K -$27.7K -840 -18%
MHR
390
Matthew Hamilton Rosenberg
$121K
Qube Research & Technologies (QRT)
391
Qube Research & Technologies (QRT)
United Kingdom
$116K -$1.2M -36,462 -91%
ACA
392
American Capital Advisory
Idaho
$110K +$21.8K +662 +24%
BFEC
393
Benjamin F. Edwards & Company
Missouri
$103K -$2.9K -88 -3%
S
394
SignatureFD
Georgia
$95.3K +$11.2K +341 +14%
FFA
395
Founders Financial Alliance
North Carolina
$91.5K
Bank of Montreal
396
Bank of Montreal
Ontario, Canada
$91.4K -$35.5M -1,077,737 -100%
FC
397
Fiduciary Counselling
Minnesota
$88K -$44.4K -1,348 -34%
OSAM
398
O'Shaughnessy Asset Management
Connecticut
$87.3K +$80.4K +2,440 +1,497%
MFC
399
Morris Financial Concepts
South Carolina
$73.4K -$68.3K -2,073 -49%
OC
400
Oakworth Capital
Alabama
$67.2K

ESGE Hedge Fund Activity: Q2 2024 in Review

493 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2024, worth a combined $2.92B — up 6.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGE positions and 40 closed out — a net gain of 4 holders — while 207 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.4M. The largest seller was Jane Street, exiting entirely with an estimated $91M sold.

  • 493 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2024, down from 494 in Q1 2024.
  • Funds reported $2.92B of iShares ESG Aware MSCI EM ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2024 and 40 closed out, a net change of +4 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2024 was Morgan Stanley, an estimated $37.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2024 was Jane Street, an estimated $91M sold.

Based on aggregated 13F filings for Q2 2024.