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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
EP
426
Eudaimonia Partners
Tennessee
$15K -$19K -427 -56%
BA
427
Bellwether Advisors
Nebraska
$12K
CWM
428
Cranbrook Wealth Management
Michigan
$11K
EIP
429
Ellis Investment Partners
Pennsylvania
$10K +$3.6K +81 +55%
AP
430
Atwood & Palmer
Missouri
$9K -$34.5K -776 -79%
IHWM
431
Iron Horse Wealth Management
Iowa
$9K
FI
432
FormulaFolio Investments
Michigan
$8K -$7.31M -164,338 -100%
AWM
433
Avior Wealth Management
Nebraska
$7K +$44 +1 +0.6%
FWP
434
FAS Wealth Partners
Kansas
$7K +$3.29K +74 +85%
CCM
435
Cribstone Capital Management
Maine
$7K +$4.27K +96 +132%
RIA
436
RPG Investment Advisory
California
$6K +$6K +135 New
TFS
437
TrustCore Financial Services
Tennessee
$5K -$2.45K -55 -33%
EW
438
Element Wealth
Mississippi
$5K
NFSG
439
Newbridge Financial Services Group
Florida
$5K +$5.43K +122 New
TAM
440
Tucker Asset Management
Colorado
$4.55K +$3.11K +70 +200%
TIM
441
Tortoise Investment Management
New York
$4K -$222 -5 -5%
WCM
442
Wealthcare Capital Management
Virginia
$4K +$4.05K +91 New
LWA
443
Lenox Wealth Advisors
New York
$4K +$4.4K +99 New
Simplex Trading
444
Simplex Trading
Illinois
$4K +$4.45K +100 New
SWA
445
SOA Wealth Advisors
New York
$3K +$3.83K +86 New
HIA
446
Harbor Investment Advisory
Maryland
$2K
NL
447
NEPC LLC
Massachusetts
$1.86K +$1.91K +43 New
RFA
448
Reilly Financial Advisors
California
$1K +$978 +22 New
SWM
449
Sugarloaf Wealth Management
Georgia
$58 +$8.82M +198,414 +14,730%
BBHC
450
Brown Brothers Harriman & Co
New York
$29 +$30.2K +678 New

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.