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iShares ESG Aware MSCI EM ETF

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 286 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 80

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $6.19B → $6.96B (+$774M)

4% more funds holding

Funds holding: 451470 (+19)

0.34% more ownership

Funds ownership: 86.7%87.05% (+0.34%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.18%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
286
Reduced
80
Closed
23
Calls
$7.13M
Puts
Net Calls
+$7.13M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
451
FAS Wealth Partners
Kansas
$14K +$6.95K +157 +98%
CWM
452
Cranbrook Wealth Management
Michigan
$11K
EIP
453
Ellis Investment Partners
Pennsylvania
$10K
RIA
454
RPG Investment Advisory
California
$10K +$3.76K +85 +63%
AP
455
Atwood & Palmer
Missouri
$9K
IHWM
456
Iron Horse Wealth Management
Iowa
$9K
LGWM
457
Litman Gregory Wealth Management
California
$8.92K -$5.07M -114,528 -93%
CCM
458
Cribstone Capital Management
Maine
$8K
FI
459
FormulaFolio Investments
Michigan
$8K
SSW
460
Smith Shellnut Wilson
Mississippi
$8K +$7.66K +173 New
AWM
461
Avior Wealth Management
Nebraska
$7K
EW
462
Element Wealth
Mississippi
$6K
NFSG
463
Newbridge Financial Services Group
Florida
$6K +$44 +1 +0.8%
HIA
464
Harbor Investment Advisory
Maryland
$6K +$4.61K +104 +289%
TIM
465
Tortoise Investment Management
New York
$5K +$221 +5 +5%
TAM
466
Tucker Asset Management
Colorado
$4.74K
SWA
467
SOA Wealth Advisors
New York
$3K
RFA
468
Reilly Financial Advisors
California
$1K
JCM
469
Jacobi Capital Management
Pennsylvania
$1K +$930 +21 New
FRA
470
Front Row Advisors
California
$1K +$1.55K +35 New
BBHC
471
Brown Brothers Harriman & Co
New York
$31
WI
472
Wintrust Investments
Illinois
-$2.87M -66,232 Closed
3AM
473
3EDGE Asset Management
Florida
-$2.18M -50,270 Closed
4WM
474
4J Wealth Management
Virginia
-$1.63M -37,562 Closed
Millennium Management
475
Millennium Management
New York
-$990K -22,862 Closed

ESGE Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2021, worth a combined $6.96B — up 12% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGE positions and 23 closed out — a net gain of 24 holders — while 286 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Jane Street, cutting an estimated $221M.

  • 470 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2021, up from 451 in Q1 2021.
  • Funds reported $6.96B of iShares ESG Aware MSCI EM ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2021 and 23 closed out, a net change of +24 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $189M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2021 was Jane Street, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2021.