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iShares ESG Aware MSCI EM ETF

493 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 166

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $2.75B → $2.92B (+$170M)

0.79% more ownership

Funds ownership: 66.76%67.55% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 494493 (-1)

Holders
493
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
207
Reduced
166
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
4FG
401
4Thought Financial Group
New York
$66.8K -$3.46K -105 -5%
JWA
402
JFS Wealth Advisors
Pennsylvania
$65.9K +$22.7K +689 +54%
PCMC
403
Private Capital Management (Colorado)
Colorado
$65.4K
CMBA
404
C.M. Bidwell & Associates
Hawaii
$64.6K -$1.48K -45 -2%
GC
405
Gould Capital
Washington
$62.6K +$1.58K +48 +3%
SIS
406
Sound Income Strategies
Florida
$61K
GT
407
Glenmede Trust
Pennsylvania
$59.6K
OWA
408
Opal Wealth Advisors
New York
$58.8K +$57.7K +1,753 New
BNP Paribas Financial Markets
409
BNP Paribas Financial Markets
France
$57K -$14.3K -433 -20%
C
410
Covestor
United Kingdom
$56K -$2.21K -67 -4%
SWM
411
Sugarloaf Wealth Management
Georgia
$54K
W
412
WealthCollab
Washington
$52.4K
CFD
413
Creative Financial Designs
Indiana
$52.3K -$823 -25 -2%
SS
414
Sunbelt Securities
Texas
$50.3K -$11.9K -360 -19%
PP
415
Pacifica Partners
Canada
$50K +$48.2K +1,464 New
PS
416
Principal Securities
Iowa
$49.7K -$43.1K -1,308 -47%
RP
417
Rice Partnership
Hawaii
$48.7K
SWM
418
Spire Wealth Management
Virginia
$47.9K -$78.4K -2,381 -62%
M
419
MOTCO
Texas
$47K
SWC
420
Spectrum Wealth Counsel
Indiana
$45.9K +$2.01K +61 +5%
OP
421
ORG Partners
Indiana
$43.5K +$42.6K +1,293 New
TF
422
Tompkins Financial
New York
$43.2K
BL
423
BFSG LLC
California
$42.7K
SA
424
Scarborough Advisors
Maryland
$42.2K +$4.97K +151 +14%
BFPW
425
BOK Financial Private Wealth
Colorado
$40.5K

ESGE Hedge Fund Activity: Q2 2024 in Review

493 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2024, worth a combined $2.92B — up 6.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGE positions and 40 closed out — a net gain of 4 holders — while 207 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.4M. The largest seller was Jane Street, exiting entirely with an estimated $91M sold.

  • 493 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2024, down from 494 in Q1 2024.
  • Funds reported $2.92B of iShares ESG Aware MSCI EM ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2024 and 40 closed out, a net change of +4 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2024 was Morgan Stanley, an estimated $37.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2024 was Jane Street, an estimated $91M sold.

Based on aggregated 13F filings for Q2 2024.