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iShares ESG Aware MSCI EM ETF

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 286 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 80

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $6.19B → $6.96B (+$774M)

4% more funds holding

Funds holding: 451470 (+19)

0.34% more ownership

Funds ownership: 86.7%87.05% (+0.34%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.18%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
286
Reduced
80
Closed
23
Calls
$7.13M
Puts
Net Calls
+$7.13M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
401
Latitude Advisors
Florida
$210K +$206K +4,661 New
FCIM
402
Fairview Capital Investment Management
California
$206K +$203K +4,575 New
BBW
403
Blue Barn Wealth
Utah
$203K +$199K +4,494 New
BAM
404
Belpointe Asset Management
Nevada
$202K +$8.99K +203 +5%
CMO
405
Covenant Multifamily Offices
Texas
$202K +$198K +4,481 New
AC
406
Arjuna Capital
North Carolina
$200K +$197K +4,438 New
PAI
407
Pittenger & Anderson Inc
Nebraska
$197K +$2.3K +52 +1%
BAM
408
Baldrige Asset Management
Pennsylvania
$193K +$189K +4,269 New
TI
409
tru Independence
Oregon
$190K +$187K +4,219 New
CFD
410
Creative Financial Designs
Indiana
$189K +$33.1K +748 +22%
CWP
411
Concord Wealth Partners
Virginia
$185K +$181K +4,095 New
CPFP
412
Clear Perspectives Financial Planning
Ohio
$173K +$71K +1,603 +72%
ACA
413
Aptus Capital Advisors
Alabama
$149K +$26.3K +594 +22%
CWA
414
Clearview Wealth Advisors
Oregon
$136K -$195K -4,409 -59%
WTC
415
WhitTier Trust Company
Nevada
$98K
CFA
416
Carroll Financial Associates
North Carolina
$94K +$92.5K +2,090 New
CMBA
417
C.M. Bidwell & Associates
Hawaii
$85K +$1.99K +45 +2%
RG
418
Retirement Group
California
$80K +$3.06K +69 +4%
OC
419
Oakworth Capital
Alabama
$80K +$78.5K +1,772 New
BW
420
Bison Wealth
Georgia
$76K
Bank of Montreal
421
Bank of Montreal
Ontario, Canada
$74K -$393K -8,885 -85%
SWM
422
Sugarloaf Wealth Management
Georgia
$71K -$8.78M -198,189 -99%
HFA
423
HC Financial Advisors
California
$66K
TCWA
424
Ten Capital Wealth Advisors
Washington
$66K
SFPG
425
Stonebridge Financial Planning Group
Florida
$61K

ESGE Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2021, worth a combined $6.96B — up 12% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGE positions and 23 closed out — a net gain of 24 holders — while 286 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Jane Street, cutting an estimated $221M.

  • 470 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2021, up from 451 in Q1 2021.
  • Funds reported $6.96B of iShares ESG Aware MSCI EM ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2021 and 23 closed out, a net change of +24 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $189M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2021 was Jane Street, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2021.