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iShares ESG Aware MSCI EM ETF

530 hedge funds and large institutions have $2.84B invested in iShares ESG Aware MSCI EM ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 194

0.74% more ownership

Funds ownership: 75.56%76.3% (+0.74%)

5% less funds holding

Funds holding: 556530 (-26)

15% less capital invested

Capital invested by funds: $3.34B → $2.84B (-$497M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

Holders
530
Holders Change
-26
Holders Change %
-4.68%
% of All Funds
9.13%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
45
Increased
217
Reduced
194
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
Apollon Wealth Management
South Carolina
$208K -$552K -17,703 -70%
KLI
402
Kelman-Lazarov Inc
Tennessee
$207K -$26.6K -852 -10%
DFA
403
DHK Financial Advisors
New Hampshire
$207K +$6.24K +200 +3%
SWM
404
Spire Wealth Management
Virginia
$205K -$358K -11,466 -61%
SAS
405
Sage Advisory Services
Texas
$204K +$11.4K +364 +5%
SP
406
Successful Portfolios
Florida
$204K +$13.4K +428 +6%
SIC
407
Sigma Investment Counselors
Michigan
$203K
CCA
408
Cobblestone Capital Advisors
New York
$200K +$13.8K +444 +7%
SAM
409
Strategic Asset Management
Minnesota
$190K +$211K +6,757 +7,039%
EWA
410
EverSource Wealth Advisors
Alabama
$169K +$13.7K +438 +8%
HCA
411
Heck Capital Advisors
Wisconsin
$163K +$3.65K +117 +2%
MIM
412
Macroview Investment Management
Maryland
$159K -$292K -9,366 -62%
CCM
413
Covington Capital Management
California
$157K
PAI
414
Pittenger & Anderson Inc
Nebraska
$154K +$25.5K +817 +17%
MFA
415
McClarren Financial Advisors
Pennsylvania
$153K +$173K +5,539 New
FA
416
Flagstar Advisors
New York
$152K +$171K +5,496 New
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$148K -$3.9K -125 -2%
BSB
418
Bangor Savings Bank
Maine
$145K
BAM
419
Baldrige Asset Management
Pennsylvania
$144K -$101K -3,251 -38%
CF
420
Centaurus Financial
California
$143K +$161K +5,151 New
FC
421
Fiduciary Counselling
Minnesota
$138K
TIM
422
Tortoise Investment Management
New York
$136K -$130K -4,165 -46%
SC
423
Stephens Consulting
Michigan
$120K -$28.3K -908 -17%
CWA
424
Clearview Wealth Advisors
Oregon
$115K +$9.51K +305 +8%
TFS
425
TrustCore Financial Services
Tennessee
$110K +$77.1K +2,471 +163%

ESGE Hedge Fund Activity: Q3 2022 in Review

530 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2022, worth a combined $2.84B — down 15% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ESGE and 45 opened new positions — a net loss of 16 holders — while 194 trimmed existing stakes and 217 added.

The largest buyer was Jane Street, adding an estimated $96.4M. The largest seller was Northern Trust, cutting an estimated $27.5M.

  • 530 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2022, down from 556 in Q2 2022.
  • Funds reported $2.84B of iShares ESG Aware MSCI EM ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 45 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2022 and 61 closed out, a net change of -16 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2022 was Jane Street, an estimated $96.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2022 was Northern Trust, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2022.