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iShares ESG Aware MSCI EM ETF

530 hedge funds and large institutions have $2.84B invested in iShares ESG Aware MSCI EM ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 194

0.74% more ownership

Funds ownership: 75.56%76.3% (+0.74%)

5% less funds holding

Funds holding: 556530 (-26)

15% less capital invested

Capital invested by funds: $3.34B → $2.84B (-$497M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

Holders
530
Holders Change
-26
Holders Change %
-4.68%
% of All Funds
9.13%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
45
Increased
217
Reduced
194
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
426
Level Financial Advisors
New York
$105K +$80.4K +2,577 +214%
CFD
427
Creative Financial Designs
Indiana
$103K +$13K +416 +13%
WFA
428
Wipfli Financial Advisors
Wisconsin
$101K +$114K +3,642 New
FCB
429
First Command Bank
Texas
$100K +$112K +3,600 New
FCFS
430
First Command Financial Services
Texas
$100K +$112K +3,600 New
MBFW
431
Morton Brown Family Wealth
Pennsylvania
$94K +$312 +10 +0.3%
DWP
432
Destiny Wealth Partners
Florida
$93K -$10.7K -343 -9%
ACA
433
Aptus Capital Advisors
Alabama
$92K +$1.62K +52 +2%
C
434
Covestor
United Kingdom
$88K +$4.49K +144 +5%
GWM
435
Grand Wealth Management
Michigan
$87K +$17.1K +547 +21%
AA
436
Ancora Advisors
Ohio
$83K -$15K -482 -14%
LWP
437
Lumature Wealth Partners
Georgia
$81K -$35.4K -1,135 -28%
VNA
438
Valley National Advisers
Pennsylvania
$80K -$7.05K -226 -7%
TCOV
439
Trust Company of Vermont
Vermont
$80K -$125 -4 -0.1%
OLVIG
440
Oliver Lagore Vanvalin Investment Group
Michigan
$79K -$4.74K -152 -5%
TF
441
TimeScale Financial
Massachusetts
$77K
AC
442
AlphaCore Capital
California
$67K
FCA
443
FinTrust Capital Advisors
South Carolina
$65K +$1.93K +62 +3%
CMBA
444
C.M. Bidwell & Associates
Hawaii
$64K -$3.03K -97 -4%
OC
445
Oakworth Capital
Alabama
$55K
WTC
446
WhitTier Trust Company
Nevada
$53K -$3.96K -127 -6%
SWM
447
Sugarloaf Wealth Management
Georgia
$50K +$6.8K +218 +14%
KTC
448
Kistler-Tiffany Companies
Pennsylvania
$48K
Bessemer Group
449
Bessemer Group
New Jersey
$45K +$37.4K +1,200 +267%
ACM
450
Absolute Capital Management
Pennsylvania
$43.5K +$49K +1,570 New

ESGE Hedge Fund Activity: Q3 2022 in Review

530 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2022, worth a combined $2.84B — down 15% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ESGE and 45 opened new positions — a net loss of 16 holders — while 194 trimmed existing stakes and 217 added.

The largest buyer was Jane Street, adding an estimated $96.4M. The largest seller was Northern Trust, cutting an estimated $27.5M.

  • 530 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2022, down from 556 in Q2 2022.
  • Funds reported $2.84B of iShares ESG Aware MSCI EM ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 45 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2022 and 61 closed out, a net change of -16 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2022 was Jane Street, an estimated $96.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2022 was Northern Trust, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2022.