iShares ESG Aware MSCI EM ETF
ESGE
30 hedge funds and large institutions have $46.4M invested in iShares ESG Aware MSCI EM ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
88% more capital invested
Capital invested by funds: $24.7M → $46.4M (+$21.7M)
76% more funds holding
Funds holding: 17 → 30 (+13)
3.58% more ownership
Funds ownership: 85.44% → 89.03% (+3.6%)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$13.5M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.83M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.71M |
| 4 |
Morgan Stanley
New York
|
+$924K |
| 5 |
LPL Financial
San Diego,
California
|
+$553K |
Top Sellers
| 1 |
BlackRock
New York
|
-$6.82M |
| 2 |
Jane Street
New York
|
-$1.78M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$460K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCA
26
Heck Capital Advisors
Rhinelander,
Wisconsin
| $4.45K | +$4.37K | +128 | New |
|
|
PA
27
Parallel Advisors
San Francisco,
California
| $4K | – | – | – |
|
|
28
BlackRock
New York
| $2K | -$6.82M | -200,006 | -100% |
|
|
CFA
29
Carroll Financial Associates
Charlotte,
North Carolina
| $1K | – | – | – |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$1.3K | +38 | New |
|
ESGE Hedge Fund Activity: Q3 2017 in Review
30 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2017, worth a combined $46.4M — up 88% from $24.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ESGE positions and 0 closed out — a net gain of 13 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was UBS Group, adding an estimated $13.5M. The largest seller was BlackRock, cutting an estimated $6.82M.
- 30 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2017, up from 17 in Q2 2017.
- Funds reported $46.4M of iShares ESG Aware MSCI EM ETF stock for Q3 2017, up 88% quarter-over-quarter.
- 13 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2017 and 0 closed out, a net change of +13 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2017 was UBS Group, an estimated $13.5M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q3 2017 was BlackRock, an estimated $6.82M sold.
Based on aggregated 13F filings for Q3 2017.