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iShares ESG Aware MSCI EM ETF

515 hedge funds and large institutions have $3.03B invested in iShares ESG Aware MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 181 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 44

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 181

3% more funds holding

Funds holding: 500515 (+15)

0.19% more ownership

Funds ownership: 70.19%70.38% (+0.19%)

8% less capital invested

Capital invested by funds: $3.31B → $3.03B (-$280M)

Holders
515
Holders Change
+15
Holders Change %
+3%
% of All Funds
6.78%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
67
Increased
203
Reduced
181
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
401
Bank of Montreal
Ontario, Canada
$100K -$9.16M -259,673 -99%
VNA
402
Valley National Advisers
Pennsylvania
$100K +$494 +14 +0.5%
PCMC
403
Private Capital Management (Colorado)
Colorado
$90.8K
FC
404
Fiduciary Counselling
Minnesota
$84K
FF
405
Finley Financial
Nevada
$81K +$85.4K +2,420 New
SW
406
SoFi Wealth
California
$75.1K +$79.3K +2,248 New
CWP
407
Concord Wealth Partners
Virginia
$74.2K -$9.38K -266 -11%
EPW
408
Endeavor Private Wealth
Kansas
$73.9K +$78K +2,210 New
CFD
409
Creative Financial Designs
Indiana
$71.8K
JWA
410
JFS Wealth Advisors
Pennsylvania
$71.3K +$6.35K +180 +9%
OSAM
411
O'Shaughnessy Asset Management
Connecticut
$66.1K +$28K +795 +67%
4FG
412
4Thought Financial Group
New York
$65K -$3.63K -103 -5%
KIM
413
Kestra Investment Management
Texas
$65K +$68.6K +1,945 New
CMBA
414
C.M. Bidwell & Associates
Hawaii
$64.3K
WA
415
WPG Advisers
Maryland
$63.7K +$67.3K +1,907 New
BA
416
Bellwether Advisors
Nebraska
$62.8K +$66.3K +1,880 New
GC
417
Gould Capital
Washington
$62.3K
SIS
418
Sound Income Strategies
Florida
$60.7K
WSFS
419
Wilmington Savings Fund Society
Delaware
$59.7K -$1.27K -36 -2%
GT
420
Glenmede Trust
Pennsylvania
$59.4K
MFC
421
Morris Financial Concepts
South Carolina
$54.8K -$4.87K -138 -8%
M
422
MOTCO
Texas
$53.3K +$6.84K +194 +14%
W
423
WealthCollab
Washington
$52.2K
TCOV
424
Trust Company of Vermont
Vermont
$52.1K +$21K +596 +62%
C
425
Covestor
United Kingdom
$51K -$9.24K -262 -15%

ESGE Hedge Fund Activity: Q4 2024 in Review

515 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q4 2024, worth a combined $3.03B — down 8.5% from $3.31B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ESGE positions and 44 closed out — a net gain of 23 holders — while 203 added to existing stakes and 181 trimmed.

The largest buyer was Northern Trust, adding an estimated $41.6M. The largest seller was Bank of America, cutting an estimated $66.7M.

  • 515 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $3.03B of iShares ESG Aware MSCI EM ETF stock for Q4 2024, down 8.5% quarter-over-quarter.
  • 67 funds opened new iShares ESG Aware MSCI EM ETF positions in Q4 2024 and 44 closed out, a net change of +23 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q4 2024 was Northern Trust, an estimated $41.6M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q4 2024 was Bank of America, an estimated $66.7M sold.

Based on aggregated 13F filings for Q4 2024.