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iShares ESG Aware MSCI EM ETF

451 hedge funds and large institutions have $6.19B invested in iShares ESG Aware MSCI EM ETF in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 202 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

55% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 130

11% more funds holding

Funds holding: 407451 (+44)

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$419M)

7.01% less ownership

Funds ownership: 93.72%86.7% (-7%)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

Holders
451
Holders Change
+44
Holders Change %
+10.81%
% of All Funds
7.92%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.49%
New
74
Increased
202
Reduced
130
Closed
24
Calls
$5.15M
Puts
Net Calls
+$5.15M
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
451
Simplicity Solutions
Minnesota
-$10.3M -244,378 Closed
FWCM
452
Ferguson Wellman Capital Management
Oregon
-$4.1M -97,617 Closed
RIA
453
Regal Investment Advisors
Michigan
-$3.45M -82,135 Closed
LNWWM
454
Laird Norton Wetherby Wealth Management
California
-$1.27M -30,344 Closed
P
455
Pitcairn
Pennsylvania
-$1.09M -25,883 Closed
CCFM
456
Clear Creek Financial Management
Washington
-$948K -22,609 Closed
VAG
457
VisionPoint Advisory Group
Texas
-$410K -9,778 Closed
VWA
458
Visionary Wealth Advisors
Illinois
-$351K -8,358 Closed
JFS
459
JD Financial Services
Pennsylvania
-$290K -6,898 Closed
VC
460
Vicus Capital
Pennsylvania
-$267K -6,358 Closed
CRWM
461
Castle Rock Wealth Management
California
-$280K -6,147 Closed
C1AG
462
Client 1st Advisory Group
Florida
-$231K -5,248 Closed
HR
463
Hayden Royal
North Carolina
-$217K -5,159 Closed
DC
464
Davenport & Co
Virginia
-$214K -5,106 Closed
TI
465
tru Independence
Oregon
-$161K -3,838 Closed
EA
466
Elm Advisors
California
-$140K -3,345 Closed
FCH
467
Freestone Capital Holdings
Washington
-$67.7K -1,612 Closed
MIM
468
Merrion Investment Management
New Jersey
-$19K -454 Closed
TFGT
469
TS Financial Group (TSFG)
Illinois
-$18K -435 Closed
PFA
470
Professional Financial Advisors
Nebraska
-$14K -328 Closed
OIM
471
Oder Investment Management
California
-$10K -233 Closed
AWG
472
Altus Wealth Group
Colorado
-$8K -186 Closed
PWPS
473
Pinnacle Wealth Planning Services
Ohio
-$7K -171 Closed
D
474
Diversified
Delaware
-$4K -112 Closed
SIC
475
Salem Investment Counselors
North Carolina
+$89 +2 New

ESGE Hedge Fund Activity: Q1 2021 in Review

451 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2021, worth a combined $6.19B — up 7.3% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ESGE positions and 24 closed out — a net gain of 50 holders — while 202 added to existing stakes and 130 trimmed.

The largest buyer was Jane Street, adding an estimated $221M. The largest seller was Envestnet Asset Management, cutting an estimated $288M.

  • 451 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2021, up from 407 in Q4 2020.
  • Funds reported $6.19B of iShares ESG Aware MSCI EM ETF stock for Q1 2021, up 7.3% quarter-over-quarter.
  • 74 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2021 and 24 closed out, a net change of +50 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2021 was Jane Street, an estimated $221M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $288M sold.

Based on aggregated 13F filings for Q1 2021.