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iShares ESG Aware MSCI EM ETF

500 hedge funds and large institutions have $3.31B invested in iShares ESG Aware MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more capital invested

Capital invested by funds: $2.92B → $3.31B (+$394M)

2.64% more ownership

Funds ownership: 67.55%70.19% (+2.6%)

1% more funds holding

Funds holding: 493500 (+7)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 175

Holders
500
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
191
Reduced
175
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMN
376
Financial Management Network
California
$206K +$188K +5,512 New
BCWM
377
Bartlett & Co Wealth Management
Ohio
$203K +$1.88K +55 +1%
SWA
378
Stratos Wealth Advisors
Ohio
$201K -$95.2K -2,788 -34%
VWM
379
Venturi Wealth Management
Texas
$196K +$307 +9 +0.2%
WWP
380
WR Wealth Planners
Missouri
$188K -$6.79K -199 -4%
CA
381
CoreCap Advisors
Michigan
$181K +$11.3K +331 +7%
BNP Paribas Financial Markets
382
BNP Paribas Financial Markets
France
$171K +$102K +2,988 +176%
PP
383
PrairieView Partners
Minnesota
$167K -$12.9K -379 -8%
HNB
384
Huntington National Bank
Ohio
$160K
B
385
Birchbrook
Maine
$156K +$307 +9 +0.2%
GWP
386
Gen-Wealth Partners
Michigan
$155K +$10.3K +303 +7%
USB
387
Union Savings Bank
Connecticut
$154K -$4.61K -135 -3%
MIM
388
Macroview Investment Management
Maryland
$142K -$8.98K -263 -6%
BFA
389
BBJS Financial Advisors
Washington
$140K
ACA
390
Aptus Capital Advisors
Alabama
$134K -$8.71K -255 -6%
MHR
391
Matthew Hamilton Rosenberg
$131K -$546 -16 -0.4%
BSB
392
Bangor Savings Bank
Maine
$129K -$161K -4,721 -57%
DWS
393
Dynamic Wealth Strategies
California
$128K -$18.7K -547 -13%
KFP
394
Keener Financial Planning
Texas
$126K -$70K -2,049 -37%
ACA
395
American Capital Advisory
Idaho
$124K -$307 -9 -0.3%
VNA
396
Valley National Advisers
Pennsylvania
$108K -$39K -1,141 -28%
S
397
SignatureFD
Georgia
$106K +$2.02K +59 +2%
PCMC
398
Private Capital Management (Colorado)
Colorado
$99K +$26.3K +770 +39%
FC
399
Fiduciary Counselling
Minnesota
$91.6K -$3.72K -109 -4%
FFA
400
Founders Financial Alliance
North Carolina
$91.4K -$7.55K -221 -8%

ESGE Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2024, worth a combined $3.31B — up 14% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ESGE positions and 34 closed out — a net gain of 12 holders — while 191 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $56.8M. The largest seller was Goldman Sachs, cutting an estimated $20.9M.

  • 500 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2024, up from 493 in Q2 2024.
  • Funds reported $3.31B of iShares ESG Aware MSCI EM ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 46 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2024 and 34 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2024 was Bank of America, an estimated $56.8M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2024 was Goldman Sachs, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2024.