iShares ESG Aware MSCI EM ETF
ESGE
407 hedge funds and large institutions have $5.77B invested in iShares ESG Aware MSCI EM ETF in 2020 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 242 increasing their positions, 39 reducing their positions, and 16 closing their positions.
1,946% more call options, than puts
Call options by funds: $4.99M | Put options by funds: $244K
556% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 16
521% more repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 39
83% more funds holding in top 10
Funds holding in top 10: 18 → 33 (+15)
66% more capital invested
Capital invested by funds: $3.47B → $5.77B (+$2.3B)
26% more funds holding
Funds holding: 324 → 407 (+83)
0.87% more ownership
Funds ownership: 92.84% → 93.72% (+0.87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$478M |
| 2 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$236M |
| 3 |
Morgan Stanley
New York
|
+$139M |
| 4 |
LPL Financial
San Diego,
California
|
+$81.5M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$45.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
-$9.12M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$6.98M |
| 3 |
PWA
Physician Wealth Advisors
Midvale,
Utah
|
-$4.39M |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
-$3.63M |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$3.31M |
ESGE Hedge Fund Activity: Q4 2020 in Review
407 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q4 2020, worth a combined $5.77B — up 66% from $3.47B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new ESGE positions and 16 closed out — a net gain of 89 holders — while 242 added to existing stakes and 39 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $478M. The largest seller was SteelPeak Wealth, exiting entirely with an estimated $9.12M sold.
- 407 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q4 2020, up from 324 in Q3 2020.
- Funds reported $5.77B of iShares ESG Aware MSCI EM ETF stock for Q4 2020, up 66% quarter-over-quarter.
- 105 funds opened new iShares ESG Aware MSCI EM ETF positions in Q4 2020 and 16 closed out, a net change of +89 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $478M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q4 2020 was SteelPeak Wealth, an estimated $9.12M sold.
Based on aggregated 13F filings for Q4 2020.