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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
PP
451
PrairieView Partners
Minnesota
$43K +$8.52K +273 +21%
M
452
MOTCO
Texas
$39K
NFSG
453
Newbridge Financial Services Group
Florida
$38K
BCM
454
Bourgeon Capital Management
Connecticut
$34K
FDCDDQ
455
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.7K -$36.7K -1,176 -50%
S
456
SignatureFD
Georgia
$32K +$8.83K +283 +32%
TWP
457
TFO Wealth Partners
Ohio
$31K -$88.5K -2,837 -72%
AWM
458
Atticus Wealth Management
Florida
$31K
GC
459
Gould Capital
Washington
$31K
WIM
460
Westside Investment Management
California
$26.4K +$29.3K +940 New
MA
461
MUFG Americas
New York
$26K
FFA
462
Founders Financial Alliance
North Carolina
$24K -$11.2K -359 -29%
BA
463
Bellwether Advisors
Nebraska
$23K
PMFA
464
Plante Moran Financial Advisors
Michigan
$23K +$25.5K +817 +81,700%
ZIG
465
Zullo Investment Group
Pennsylvania
$22K -$686 -22 -3%
OA
466
Operose Advisors
Wisconsin
$22K
4FG
467
4Thought Financial Group
New York
$22K +$1.44K +46 +6%
KFS
468
Kelly Financial Services
Massachusetts
$21K -$5.83K -187 -20%
National Bank of Canada
469
National Bank of Canada
Quebec, Canada
$21K
OPW
470
Oxler Private Wealth
New York
$20.3K +$3.15K +101 +27%
MAM
471
Meeder Asset Management
Ohio
$17K -$165K -5,299 -90%
EWM
472
Endurance Wealth Management
Rhode Island
$16K
TWA
473
TCI Wealth Advisors
Arizona
$16K
TRCT
474
Tower Research Capital (TRC)
New York
$16K +$6.49K +208 +57%
LC
475
Lindbrook Capital
California
$15K -$49.7K -1,593 -74%

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.