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iShares ESG Aware MSCI EM ETF
ESGE

493 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 166

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $2.75B → $2.92B (+$170M)

0.79% more ownership

Funds ownership: 66.76% → 67.55% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% less funds holding

Funds holding: 494 → 493 (-1)

Holders
493
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
207
Reduced
166
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$37.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.4M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$22M
4
BlackRock
BlackRock
New York
+$15M
5
Goldman Sachs
Goldman Sachs
New York
+$14.1M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$91M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$35.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.1M
4
OMC
Old Mission Capital
Illinois
-$9.66M
5
Bank of America
Bank of America
North Carolina
-$8.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
451
Operose Advisors
Wisconsin
$14.4K +$99 +3 +0.7%
CFFP
452
Center for Financial Planning
Michigan
$14.2K – – –
CA
453
Crewe Advisors
Utah
$12.9K – – –
CFO
454
CVA Family Office
Colorado
$11.5K – – –
IA
455
IFP Advisors
Florida
$10.5K +$4.51K +137 +77%
WIA
456
Wetzel Investment Advisors
Indiana
$10.3K – – –
AIP
457
Ameritas Investment Partners
Nebraska
$9.72K – – –
IHWM
458
Iron Horse Wealth Management
Iowa
$9.59K – – –
IRC
459
Investors Research Corp
Georgia
$7.88K +$7.74K +235 New
GFPC
460
Global Financial Private Client
Florida
$7.51K +$2.08K +63 +39%
TWC
461
TD Waterhouse Canada
Ontario, Canada
$7.11K – – –
BWP
462
Baldwin Wealth Partners
Massachusetts
$7.04K – – –
CIA
463
Cape Investment Advisory
Georgia
$6.74K -$922 -28 -12%
HIA
464
Harbor Investment Advisory
Maryland
$5.37K – – –
TCM
465
Tradewinds Capital Management
Washington
$5K +$4.91K +149 New
LFA
466
LGT Financial Advisors
Texas
$4.82K +$33 +1 +0.7%
PA
467
PSI Advisors
Florida
$4.82K +$33 +1 +0.7%
RIL
468
Rothschild Investment LLC
Illinois
$4.73K – – –
TAM
469
Tucker Asset Management
Colorado
$3.96K -$428 -13 -10%
RIA
470
Realta Investment Advisors
Delaware
$3.69K +$889 +27 +33%
RA
471
Rise Advisors
New York
$3.67K – – –
TRCT
472
Tower Research Capital (TRC)
New York
$3.35K – – –
ATPW
473
Ashton Thomas Private Wealth
Arizona
$3.32K +$3.26K +99 New
EWM
474
Evermay Wealth Management
Virginia
$3.08K – – –
CIAS
475
Capital Investment Advisory Services
North Carolina
$2.75K – – –
17 18
19
20 21

ESGE Hedge Fund Activity: Q2 2024 in Review

493 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2024, worth a combined $2.92B — up 6.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGE positions and 40 closed out — a net gain of 4 holders — while 207 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.4M. The largest seller was Jane Street, exiting entirely with an estimated $91M sold.

  • 493 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2024, down from 494 in Q1 2024.
  • Funds reported $2.92B of iShares ESG Aware MSCI EM ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2024 and 40 closed out, a net change of +4 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2024 was Morgan Stanley, an estimated $37.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2024 was Jane Street, an estimated $91M sold.

Based on aggregated 13F filings for Q2 2024.