We are live on ! Find out more
ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

500 hedge funds and large institutions have $3.31B invested in iShares ESG Aware MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more capital invested

Capital invested by funds: $2.92B → $3.31B (+$394M)

2.64% more ownership

Funds ownership: 67.55% → 70.19% (+2.6%)

1% more funds holding

Funds holding: 493 → 500 (+7)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 175

Holders
500
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
191
Reduced
175
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$56.8M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$42.8M
3
Jane Street
Jane Street
New York
+$22.8M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$13.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$20.9M
2
BlackRock
BlackRock
New York
-$4.48M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.62M
4
Northern Trust
Northern Trust
Illinois
-$2.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
451
Center for Financial Planning
Michigan
$15.4K – – –
CA
452
Crewe Advisors
Utah
$14.1K – – –
CFO
453
CVA Family Office
Colorado
$12.5K – – –
IA
454
IFP Advisors
Florida
$11.4K -$34 -1 -0.3%
GSEP
455
Golden State Equity Partners
California
$11.1K +$10.4K +305 New
AIP
456
Ameritas Investment Partners
Nebraska
$10.6K – – –
IHWM
457
Iron Horse Wealth Management
Iowa
$10.4K – – –
HWM
458
Hemington Wealth Management
Virginia
$10K +$10.5K +307 New
IRC
459
Investors Research Corp
Georgia
$8.56K – – –
DWM
460
Darwin Wealth Management
Florida
$7.79K +$7.31K +214 New
TWC
461
TD Waterhouse Canada
Ontario, Canada
$7.77K – – –
BWP
462
Baldwin Wealth Partners
Massachusetts
$7.65K – – –
GFPC
463
Global Financial Private Client
Florida
$7.61K -$512 -15 -7%
TRCT
464
Tower Research Capital (TRC)
New York
$7.28K +$3.42K +100 +100%
CFG
465
Copley Financial Group
California
$6.55K +$6.15K +180 New
AAG
466
Armstrong Advisory Group
Massachusetts
$6.41K +$6.01K +176 New
HIA
467
Harbor Investment Advisory
Maryland
$5.83K – – –
CIA
468
Cape Investment Advisory
Georgia
$5.75K -$1.47K -43 -21%
TCM
469
Tradewinds Capital Management
Washington
$5.46K +$34 +1 +0.7%
LFA
470
LGT Financial Advisors
Texas
$5.24K – – –
PA
471
PSI Advisors
Florida
$5.24K – – –
RIL
472
Rothschild Investment LLC
Illinois
$5.13K – – –
OC
473
Oarsman Capital
Wisconsin
$4.55K +$4.27K +125 New
TF
474
Tompkins Financial
New York
$4.48K -$39.8K -1,166 -90%
RIA
475
Realta Investment Advisors
Delaware
$4.04K – – –
17 18
19
20 21

ESGE Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2024, worth a combined $3.31B — up 14% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ESGE positions and 34 closed out — a net gain of 12 holders — while 191 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $56.8M. The largest seller was Goldman Sachs, cutting an estimated $20.9M.

  • 500 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2024, up from 493 in Q2 2024.
  • Funds reported $3.31B of iShares ESG Aware MSCI EM ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 46 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2024 and 34 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2024 was Bank of America, an estimated $56.8M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2024 was Goldman Sachs, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2024.