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iShares ESG Aware MSCI EM ETF

451 hedge funds and large institutions have $6.19B invested in iShares ESG Aware MSCI EM ETF in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 202 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

55% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 130

11% more funds holding

Funds holding: 407451 (+44)

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$419M)

7.01% less ownership

Funds ownership: 93.72%86.7% (-7%)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

Holders
451
Holders Change
+44
Holders Change %
+10.81%
% of All Funds
7.92%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.49%
New
74
Increased
202
Reduced
130
Closed
24
Calls
$5.15M
Puts
Net Calls
+$5.15M
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthSource Partners
California
$35.9M -$3.44M -77,321 -9%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$32.4M -$7.22M -162,273 -22%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$31.8M +$253K +5,690 +0.8%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$30.4M +$3.53M +79,282 +13%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$27.5M +$25.1M +565,163 +801%
Creative Planning
31
Creative Planning
Kansas
$27.3M +$5.16M +116,085 +23%
EI
32
Ellevest Inc
New York
$27.1M +$3.8M +85,396 +16%
HighTower Advisors
33
HighTower Advisors
Illinois
$22.7M +$3.71M +83,404 +19%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$22.4M +$8.62M +193,797 +60%
Citadel Advisors
35
Citadel Advisors
Florida
$22.1M +$19.3M +433,134 +566%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$21.3M +$21.8M +491,100 New
NA
37
NewEdge Advisors
Louisiana
$19.8M -$3.2M -71,950 -14%
FLPIM
38
F.L. Putnam Investment Management
Massachusetts
$18.9M +$2.21M +49,760 +13%
HIM
39
HawsGoodwin Investment Management
Tennessee
$18.6M +$333K +7,485 +2%
KAS
40
Kestra Advisory Services
Texas
$18.5M +$7.65M +172,118 +67%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$17.7M +$7.63M +171,517 +72%
AI
42
Atria Investments
North Carolina
$16.7M -$3.87M -87,117 -18%
PO
43
Private Ocean
California
$16.3M +$2.47M +55,581 +17%
OMC
44
Old Mission Capital
Illinois
$16.1M +$16.6M +372,707 New
NNP
45
Nachman Norwood & Parrott
South Carolina
$15.7M +$1.48M +33,240 +10%
HNW
46
High Note Wealth
Minnesota
$15.1M +$3.37M +75,709 +28%
TLFA
47
True Link Financial Advisors
California
$15.1M +$621K +13,971 +4%
IWC
48
Integrated Wealth Concepts
Massachusetts
$14.7M -$1.69M -37,990 -10%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$13.5M -$13K -292 -0.1%
PFG
50
PAX Financial Group
Texas
$13.3M -$715K -16,067 -5%

ESGE Hedge Fund Activity: Q1 2021 in Review

451 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2021, worth a combined $6.19B — up 7.3% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ESGE positions and 24 closed out — a net gain of 50 holders — while 202 added to existing stakes and 130 trimmed.

The largest buyer was Jane Street, adding an estimated $221M. The largest seller was Envestnet Asset Management, cutting an estimated $288M.

  • 451 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2021, up from 407 in Q4 2020.
  • Funds reported $6.19B of iShares ESG Aware MSCI EM ETF stock for Q1 2021, up 7.3% quarter-over-quarter.
  • 74 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2021 and 24 closed out, a net change of +50 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2021 was Jane Street, an estimated $221M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $288M sold.

Based on aggregated 13F filings for Q1 2021.