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iShares ESG Aware MSCI EM ETF

493 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 166

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $2.75B → $2.92B (+$170M)

0.79% more ownership

Funds ownership: 66.76%67.55% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 494493 (-1)

Holders
493
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
207
Reduced
166
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
426
CIBC Private Wealth Group
Georgia
$39.4K -$28.6K -868 -43%
VWWMG
427
Vermillion & White Wealth Management Group
Pennsylvania
$38K
KB
428
Kimelman & Baird
New York
$37.7K +$37K +1,124 New
ME
429
McIlrath & Eck
Washington
$36.9K +$165 +5 +0.5%
KHC
430
Koesten Hirschmann & Crabtree
Kansas
$33K
CAS
431
Coppell Advisory Solutions
Texas
$32.7K +$32.1K +974 New
TCOV
432
Trust Company of Vermont
Vermont
$32.3K
OLVIG
433
Oliver Lagore Vanvalin Investment Group
Michigan
$31.1K +$8.37K +254 +38%
VAMG
434
Voisard Asset Management Group
Michigan
$30.8K
AA
435
Ancora Advisors
Ohio
$28.9K -$4.81K -146 -14%
NB
436
NBT Bank
New York
$28.8K -$38.1K -1,158 -57%
WTC
437
WhitTier Trust Company
Nevada
$28.7K -$30.6K -929 -52%
FCA
438
FinTrust Capital Advisors
South Carolina
$26.7K +$5.4K +164 +26%
HWP
439
Highline Wealth Partners
California
$25.3K
CPG
440
Cornerstone Planning Group
New Jersey
$24.6K -$2.77K -84 -10%
ST
441
Smithfield Trust
Pennsylvania
$24K
PB
442
Pinnacle Bancorp
Nebraska
$21.6K
SSB
443
Sandy Spring Bank
Maryland
$21.3K +$20.9K +636 New
WCM
444
Winthrop Capital Management
Indiana
$21K
WOSD
445
WFA of San Diego
California
$19.3K +$19K +576 New
CAM
446
Clarity Asset Management
Iowa
$18.7K +$296 +9 +2%
FWP
447
FAS Wealth Partners
Kansas
$17.9K +$132 +4 +0.8%
HR
448
Howe & Rusling
New York
$16.9K -$1.19K -36 -7%
GWM
449
Geneos Wealth Management
Colorado
$15.1K +$1.12K +34 +8%
TCM
450
TD Capital Management
Tennessee
$14.4K +$132 +4 +0.9%

ESGE Hedge Fund Activity: Q2 2024 in Review

493 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2024, worth a combined $2.92B — up 6.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGE positions and 40 closed out — a net gain of 4 holders — while 207 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.4M. The largest seller was Jane Street, exiting entirely with an estimated $91M sold.

  • 493 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2024, down from 494 in Q1 2024.
  • Funds reported $2.92B of iShares ESG Aware MSCI EM ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2024 and 40 closed out, a net change of +4 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2024 was Morgan Stanley, an estimated $37.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2024 was Jane Street, an estimated $91M sold.

Based on aggregated 13F filings for Q2 2024.