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iShares ESG Aware MSCI EM ETF

567 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 321 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 114

56% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 48

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

3% more funds holding

Funds holding: 548567 (+19)

1% less capital invested

Capital invested by funds: $5.42B → $5.36B (-$53M)

3.3% less ownership

Funds ownership: 87.01%83.72% (-3.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $753K

Holders
567
Holders Change
+19
Holders Change %
+3.47%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
321
Reduced
114
Closed
48
Calls
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
426
Spearhead Capital Advisors
Florida
$272K +$284K +7,403 New
AFP
427
Ausdal Financial Partners
Iowa
$271K +$85.4K +2,225 +43%
XF
428
XML Financial
Maryland
$271K +$284K +7,389 New
VC
429
Veracity Capital
Georgia
$270K +$33.6K +875 +14%
SIC
430
Sigma Investment Counselors
Michigan
$269K
C
431
Certuity
Florida
$267K +$41.3K +1,075 +17%
BAAM
432
Baker Avenue Asset Management
California
$264K +$276K +7,175 New
AIM
433
Acropolis Investment Management
Missouri
$258K +$3.46K +90 +1%
BO
434
BRR OpCo
Ohio
$255K +$63.3K +1,648 +31%
FHA
435
Flagship Harbor Advisors
Massachusetts
$254K +$14.1K +367 +6%
HWM
436
Hohimer Wealth Management
Washington
$246K +$257K +6,699 New
BCWM
437
Bartlett & Co Wealth Management
Ohio
$245K +$256K +6,679 New
SFM
438
Signet Financial Management
New Jersey
$245K +$19.9K +518 +8%
BC
439
Bartlett & Co
Ohio
$245K +$256K +6,679 New
RCAG
440
Rehmann Capital Advisory Group
Michigan
$245K +$33.8K +879 +15%
CPIG
441
Chicago Partners Investment Group
Illinois
$244K +$32.4K +845 +13%
WWP
442
Waypoint Wealth Partners
California
$242K
AWM
443
Alterna Wealth Management
Texas
$239K -$10.4K -270 -4%
DFA
444
DHK Financial Advisors
New Hampshire
$239K
TWP
445
Transparent Wealth Partners
Arkansas
$239K +$250K +6,509 New
HCA
446
Heck Capital Advisors
Wisconsin
$237K -$13.8K -360 -5%
ODIJL
447
One Day In July LLC
Vermont
$234K +$244K +6,366 New
CCA
448
Cobblestone Capital Advisors
New York
$233K +$12.7K +330 +5%
OCM
449
One Capital Management
California
$232K +$13.7K +356 +6%
PP
450
PDS Planning
Ohio
$231K -$422 -11 -0.2%

ESGE Hedge Fund Activity: Q1 2022 in Review

567 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2022, worth a combined $5.36B — down 0.98% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ESGE positions and 48 closed out — a net gain of 27 holders — while 321 added to existing stakes and 114 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $263M. The largest seller was Jane Street, cutting an estimated $266M.

  • 567 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2022, up from 548 in Q4 2021.
  • Funds reported $5.36B of iShares ESG Aware MSCI EM ETF stock for Q1 2022, down 0.98% quarter-over-quarter.
  • 75 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2022 and 48 closed out, a net change of +27 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $263M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2022 was Jane Street, an estimated $266M sold.

Based on aggregated 13F filings for Q1 2022.