iShares ESG Aware MSCI EM ETF
ESGE
509 hedge funds and large institutions have $2.8B invested in iShares ESG Aware MSCI EM ETF in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 191 reducing their positions, and 49 closing their positions.
53% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 49
4% more funds holding
Funds holding: 491 → 509 (+18)
2.47% more ownership
Funds ownership: 65.77% → 68.23% (+2.5%)
3% more capital invested
Capital invested by funds: $2.72B → $2.8B (+$86.2M)
5% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 191
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $218K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$114M |
| 2 |
Jane Street
New York
|
+$24.3M |
| 3 |
Goldman Sachs
New York
|
+$16.4M |
| 4 |
BlackRock
New York
|
+$11M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$9.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$108M |
| 2 |
LPL Financial
San Diego,
California
|
-$37.4M |
| 3 |
EI
Ellevest Inc
New York
|
-$23.5M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$13M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13M |
ESGE Hedge Fund Activity: Q4 2023 in Review
509 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q4 2023, worth a combined $2.8B — up 3.2% from $2.72B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new ESGE positions and 49 closed out — a net gain of 26 holders — while 182 added to existing stakes and 191 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $114M. The largest seller was Envestnet Asset Management, cutting an estimated $108M.
- 509 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q4 2023, up from 491 in Q3 2023.
- Funds reported $2.8B of iShares ESG Aware MSCI EM ETF stock for Q4 2023, up 3.2% quarter-over-quarter.
- 75 funds opened new iShares ESG Aware MSCI EM ETF positions in Q4 2023 and 49 closed out, a net change of +26 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q4 2023 was Morgan Stanley, an estimated $114M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $108M sold.
Based on aggregated 13F filings for Q4 2023.