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iShares ESG Aware MSCI EM ETF
ESGE

137 hedge funds and large institutions have $761M invested in iShares ESG Aware MSCI EM ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 21

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

25% more capital invested

Capital invested by funds: $606M → $761M (+$154M)

6% more funds holding

Funds holding: 129 → 137 (+8)

3.53% less ownership

Funds ownership: 102.15% → 98.63% (-3.5%)

Holders
137
Holders Change
+8
Holders Change %
+6.2%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
25
Increased
66
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$57.4M
2
PP
Prudential plc
United Kingdom
+$50.4M
3
Goldman Sachs
Goldman Sachs
New York
+$23.5M
4
Jane Street
Jane Street
New York
+$7.58M
5
PCA
Personal Capital Advisors
California
+$7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.47M
2
Bank of America
Bank of America
North Carolina
-$8.13M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$562K
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$343K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
26
Litman Gregory Wealth Management
California
$2.12M +$5.37K +159 +0.3%
FT
27
Fiduciary Trust
Massachusetts
$1.95M +$533K +15,800 +38%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.78M -$300K -8,893 -14%
LPL Financial
29
LPL Financial
California
$1.77M +$65.8K +1,949 +4%
TF
30
Tompkins Financial
New York
$1.61M +$92.3K +2,734 +6%
WLIM
31
White Lighthouse Investment Management
Massachusetts
$1.59M +$287K +8,515 +22%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.48M +$145K +4,286 +11%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$1.45M -$343K -10,153 -19%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.39M -$8.47M -250,869 -86%
KeyBank National Association
35
KeyBank National Association
Ohio
$1.32M +$525K +15,561 +67%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$1.29M +$1.28M +38,000 New
TAIM
37
TD Ameritrade Investment Management
Nebraska
$1.23M +$170K +5,032 +16%
FWCM
38
Ferguson Wellman Capital Management
Oregon
$1.18M +$365K +10,820 +45%
AssetMark Inc
39
AssetMark Inc
California
$1.1M -$48.2K -1,428 -4%
B
40
Bailard
California
$1.02M +$238K +7,059 +31%
Brown Advisory
41
Brown Advisory
Maryland
$985K +$64.1K +1,900 +7%
RWM
42
Ritholtz Wealth Management
New York
$870K +$65.1K +1,929 +8%
BAAM
43
Baker Avenue Asset Management
California
$825K +$5.67K +168 +0.7%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$816K +$5.1K +151 +0.6%
HighTower Advisors
45
HighTower Advisors
Illinois
$813K +$808K +23,931 New
RJFSA
46
Raymond James Financial Services Advisors
Florida
$741K +$72.4K +2,146 +11%
SC
47
Savant Capital
Illinois
$737K +$732K +21,691 New
CG
48
Colony Group
Massachusetts
$728K +$5.3K +157 +0.7%
MM
49
Main Management
California
$655K -$141K -4,186 -18%
CB
50
Community Bank
New York
$642K -$22.8K -675 -3%
1
2
3 4 5

ESGE Hedge Fund Activity: Q2 2019 in Review

137 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2019, worth a combined $761M — up 25% from $606M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ESGE positions and 13 closed out — a net gain of 12 holders — while 66 added to existing stakes and 21 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $57.4M. The largest seller was Royal Bank of Canada, cutting an estimated $8.47M.

  • 137 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2019, up from 129 in Q1 2019.
  • Funds reported $761M of iShares ESG Aware MSCI EM ETF stock for Q2 2019, up 25% quarter-over-quarter.
  • 25 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2019 and 13 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2019 was Varma Mutual Pension Insurance Co, an estimated $57.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2019 was Royal Bank of Canada, an estimated $8.47M sold.

Based on aggregated 13F filings for Q2 2019.