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iShares ESG Aware MSCI EM ETF

451 hedge funds and large institutions have $6.19B invested in iShares ESG Aware MSCI EM ETF in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 202 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

55% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 130

11% more funds holding

Funds holding: 407451 (+44)

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$419M)

7.01% less ownership

Funds ownership: 93.72%86.7% (-7%)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

Holders
451
Holders Change
+44
Holders Change %
+10.81%
% of All Funds
7.92%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.49%
New
74
Increased
202
Reduced
130
Closed
24
Calls
$5.15M
Puts
Net Calls
+$5.15M
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
SWG
401
Summit Wealth Group
Vermont
$65K +$67K +1,507 New
HFA
402
HC Financial Advisors
California
$63K +$1.78K +40 +3%
TCWA
403
Ten Capital Wealth Advisors
Washington
$63K +$65.4K +1,470 New
AIC
404
Ameritas Investment Company
Nebraska
$61.9K +$63.5K +1,429 New
SFPG
405
Stonebridge Financial Planning Group
Florida
$59K +$56.9K +1,280 +1,347%
HPC
406
HM Payson & Co
Maine
$52K -$6.89K -155 -11%
FFA
407
Founders Financial Alliance
North Carolina
$49K -$111K -2,496 -68%
RIM
408
Rockbridge Investment Management
New York
$49K
SMA
409
Sage Mountain Advisors
Georgia
$48K +$49.3K +1,109 New
VNA
410
Valley National Advisers
Pennsylvania
$47K +$27.1K +610 +130%
BCPWM
411
Bradley & Co Private Wealth Management
Florida
$47K +$48.2K +1,084 New
FP
412
Fiduciary Planning
Florida
$45K +$1.29K +29 +3%
TF
413
TimeScale Financial
Massachusetts
$36K +$1.33K +30 +4%
BWL
414
Bogart Wealth LLC
Virginia
$34K +$35.1K +790 New
AIP
415
Ameritas Investment Partners
Nebraska
$32K
Barclays
416
Barclays
United Kingdom
$32K
BCM
417
Bourgeon Capital Management
Connecticut
$32K +$27K +608 +468%
S
418
SignatureFD
Georgia
$32K +$32.8K +737 New
EWM
419
Elmwood Wealth Management
California
$26K +$27.1K +610 New
AF
420
Allworth Financial
California
$25K +$13.2K +297 +110%
4FG
421
4Thought Financial Group
New York
$25K +$26K +584 New
MA
422
MUFG Americas
New York
$23K -$17.8K -400 -43%
BMD
423
Better Money Decisions
New Mexico
$19K +$19.8K +445 New
CFFP
424
Center for Financial Planning
Michigan
$18K +$18.9K +424 New
HFA
425
Hoover Financial Advisors
Pennsylvania
$16K

ESGE Hedge Fund Activity: Q1 2021 in Review

451 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2021, worth a combined $6.19B — up 7.3% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ESGE positions and 24 closed out — a net gain of 50 holders — while 202 added to existing stakes and 130 trimmed.

The largest buyer was Jane Street, adding an estimated $221M. The largest seller was Envestnet Asset Management, cutting an estimated $288M.

  • 451 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2021, up from 407 in Q4 2020.
  • Funds reported $6.19B of iShares ESG Aware MSCI EM ETF stock for Q1 2021, up 7.3% quarter-over-quarter.
  • 74 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2021 and 24 closed out, a net change of +50 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2021 was Jane Street, an estimated $221M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $288M sold.

Based on aggregated 13F filings for Q1 2021.