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iShares ESG Aware MSCI EM ETF

567 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 321 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 114

56% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 48

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

3% more funds holding

Funds holding: 548567 (+19)

1% less capital invested

Capital invested by funds: $5.42B → $5.36B (-$53M)

3.3% less ownership

Funds ownership: 87.01%83.72% (-3.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $753K

Holders
567
Holders Change
+19
Holders Change %
+3.47%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
321
Reduced
114
Closed
48
Calls
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
3LCM
451
3D/L Capital Management
Connecticut
$230K +$240K +6,263 New
AP
452
Appleton Partners
Massachusetts
$227K +$7.3K +190 +3%
ST
453
Spinnaker Trust
Maine
$226K +$25.6K +667 +12%
FA
454
Financial Advisors
Massachusetts
$223K
WWG
455
West Wealth Group
California
$219K +$230K +5,977 New
1SB
456
1ST Source Bank
Indiana
$217K +$227K +5,901 New
WWM
457
WT Wealth Management
Arizona
$214K +$7.37K +192 +3%
SEIA
458
Signature Estate & Investment Advisors
California
$214K +$13.1K +342 +6%
PA
459
Planning Alternatives
Michigan
$209K +$15.7K +410 +8%
CCM
460
Covington Capital Management
California
$208K
FEG
461
Fund Evaluation Group
Ohio
$207K
GSWM
462
Golden State Wealth Management
California
$206K -$114K -2,973 -35%
CIC
463
Carnegie Investment Counsel
Ohio
$204K -$42.2K -1,100 -17%
CTA
464
Chesley Taft & Associates
Illinois
$204K -$38.4K -1,000 -15%
TA
465
TrueWealth Advisors
Alabama
$204K
TIM
466
Tortoise Investment Management
New York
$204K +$65.6K +1,708 +44%
PC
467
Pecaut & Co
Iowa
$203K +$13.5K +351 +7%
DWP
468
Destiny Wealth Partners
Florida
$200K -$16K -417 -7%
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$196K -$11.2K -291 -5%
BAM
470
Belpointe Asset Management
Nevada
$195K +$16.4K +427 +9%
CAL
471
Capital Analysts LLC
Pennsylvania
$194K +$13.4K +349 +7%
PAI
472
Pittenger & Anderson Inc
Nebraska
$189K -$2.07K -54 -1%
MAM
473
Meeder Asset Management
Ohio
$186K -$130K -3,392 -40%
FC
474
Fiduciary Counselling
Minnesota
$184K
BAM
475
Baldrige Asset Management
Pennsylvania
$182K -$49.6K -1,293 -21%

ESGE Hedge Fund Activity: Q1 2022 in Review

567 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2022, worth a combined $5.36B — down 0.98% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ESGE positions and 48 closed out — a net gain of 27 holders — while 321 added to existing stakes and 114 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $263M. The largest seller was Jane Street, cutting an estimated $266M.

  • 567 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2022, up from 548 in Q4 2021.
  • Funds reported $5.36B of iShares ESG Aware MSCI EM ETF stock for Q1 2022, down 0.98% quarter-over-quarter.
  • 75 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2022 and 48 closed out, a net change of +27 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $263M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2022 was Jane Street, an estimated $266M sold.

Based on aggregated 13F filings for Q1 2022.