We are live on ! Find out more
ESGE icon

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
BAM
426
Barrett Asset Management
New York
$53K +$51.5K +1,163 New
FFA
427
Founders Financial Alliance
North Carolina
$52K
GWM
428
Geneos Wealth Management
Colorado
$51K -$204K -4,606 -80%
RIM
429
Rockbridge Investment Management
New York
$51K
VNA
430
Valley National Advisers
Pennsylvania
$51K +$2.66K +60 +6%
BCPWM
431
Bradley & Co Private Wealth Management
Florida
$49K
MA
432
MUFG Americas
New York
$49K +$24.9K +562 +106%
HPC
433
HM Payson & Co
Maine
$48K -$6.42K -145 -12%
BWL
434
Bogart Wealth LLC
Virginia
$46K +$10.1K +228 +29%
TFS
435
TrustCore Financial Services
Tennessee
$46K +$40.5K +915 +832%
BCM
436
Bourgeon Capital Management
Connecticut
$44K +$10.4K +236 +32%
TF
437
TimeScale Financial
Massachusetts
$38K +$177 +4 +0.5%
BA
438
Bellwether Advisors
Nebraska
$38K +$25.1K +567 +203%
AIP
439
Ameritas Investment Partners
Nebraska
$34K
S
440
SignatureFD
Georgia
$33K
EWM
441
Elmwood Wealth Management
California
$28K
4FG
442
4Thought Financial Group
New York
$26K
AF
443
Allworth Financial
California
$26K
BMD
444
Better Money Decisions
New Mexico
$20K
CFFP
445
Center for Financial Planning
Michigan
$19K
BC
446
Burleson & Co
California
$19K +$18.2K +411 New
GA
447
GoalVest Advisory
New York
$18K +$17.8K +401 New
PP
448
PrairieView Partners
Minnesota
$17K +$16.3K +368 New
NL
449
NEPC LLC
Massachusetts
$16.2K +$14K +316 +735%
HFA
450
Hoover Financial Advisors
Pennsylvania
$16K

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.