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iShares ESG Aware MSCI EM ETF

556 hedge funds and large institutions have $3.34B invested in iShares ESG Aware MSCI EM ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 199 increasing their positions, 243 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 67

2% less funds holding

Funds holding: 567556 (-11)

8.16% less ownership

Funds ownership: 83.72%75.56% (-8.2%)

18% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 243

38% less capital invested

Capital invested by funds: $5.36B → $3.34B (-$2.02B)

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $210K

Holders
556
Holders Change
-11
Holders Change %
-1.94%
% of All Funds
9.37%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.15%
New
62
Increased
199
Reduced
243
Closed
67
Calls
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$543K
Name Holding Trade Value Shares
Change
Change in
Stake
C
426
CEDRUS
Colorado
$209K -$169K -4,985 -44%
SCFS
427
S.C. Financial Services
Arizona
$208K -$410K -12,102 -65%
ST
428
Spinnaker Trust
Maine
$206K +$8.1K +239 +4%
CWP
429
CFM Wealth Partners
Texas
$206K +$216K +6,373 New
PP
430
PDS Planning
Ohio
$204K +$1.59K +47 +0.7%
WBG
431
Wharton Business Group
Pennsylvania
$204K +$214K +6,325 New
ICP
432
Interchange Capital Partners
Pennsylvania
$201K +$211K +6,230 New
WFAG
433
Wescott Financial Advisory Group
Pennsylvania
$200K +$210K +6,204 New
MAM
434
Meeder Asset Management
Ohio
$191K +$28.4K +839 +17%
HCA
435
Heck Capital Advisors
Wisconsin
$186K -$22.9K -674 -10%
EWA
436
EverSource Wealth Advisors
Alabama
$183K -$108K -3,188 -36%
CCM
437
Covington Capital Management
California
$183K
EWA
438
EP Wealth Advisors
California
$177K -$239K -7,034 -56%
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$176K +$4.24K +125 +2%
GLLW
440
Graves Light Lenhart Wealth
Virginia
$174K -$75.2K -2,218 -29%
CT
441
Cambridge Trust
Massachusetts
$173K -$308K -9,086 -63%
BSB
442
Bangor Savings Bank
Maine
$170K +$178K +5,247 New
SC
443
Stephens Consulting
Michigan
$169K +$22.8K +673 +15%
FC
444
Fiduciary Counselling
Minnesota
$162K
PAI
445
Pittenger & Anderson Inc
Nebraska
$153K -$13.3K -393 -8%
NL
446
NEPC LLC
Massachusetts
$134K -$6.99K -206 -5%
LWP
447
Lumature Wealth Partners
Georgia
$131K
UWM
448
Urban Wealth Management
California
$131K +$138K +4,066 New
CSPIA
449
Cary Street Partners Investment Advisory
Virginia
$131K +$138K +4,069 New
TWP
450
TFO Wealth Partners
Ohio
$128K -$15.3K -450 -10%

ESGE Hedge Fund Activity: Q2 2022 in Review

556 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2022, worth a combined $3.34B — down 38% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of ESGE and 62 opened new positions — a net loss of 5 holders — while 243 trimmed existing stakes and 199 added.

The largest buyer was Jane Street, adding an estimated $186M. The largest seller was Envestnet Asset Management, cutting an estimated $709M.

  • 556 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2022, down from 567 in Q1 2022.
  • Funds reported $3.34B of iShares ESG Aware MSCI EM ETF stock for Q2 2022, down 38% quarter-over-quarter.
  • 62 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2022 and 67 closed out, a net change of -5 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2022 was Jane Street, an estimated $186M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $709M sold.

Based on aggregated 13F filings for Q2 2022.