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iShares ESG Aware MSCI EM ETF

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 286 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 80

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $6.19B → $6.96B (+$774M)

4% more funds holding

Funds holding: 451470 (+19)

0.34% more ownership

Funds ownership: 86.7%87.05% (+0.34%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.18%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
286
Reduced
80
Closed
23
Calls
$7.13M
Puts
Net Calls
+$7.13M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthSource Partners
California
$39.4M +$1.87M +42,261 +5%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$39M +$5.72M +129,185 +18%
EI
28
Ellevest Inc
New York
$33.3M +$4.85M +109,539 +18%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$32.3M +$563K +12,711 +2%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$31.7M +$771K +17,416 +3%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$26.3M +$2.93M +66,089 +13%
HighTower Advisors
32
HighTower Advisors
Illinois
$22M -$1.62M -36,587 -7%
NA
33
NewEdge Advisors
Louisiana
$22M +$1.3M +29,289 +6%
AI
34
Atria Investments
North Carolina
$21M +$3.48M +78,682 +20%
PO
35
Private Ocean
California
$20.8M +$3.7M +83,524 +22%
FLPIM
36
F.L. Putnam Investment Management
Massachusetts
$20.7M +$976K +22,034 +5%
KAS
37
Kestra Advisory Services
Texas
$20.5M +$1.15M +25,944 +6%
NNP
38
Nachman Norwood & Parrott
South Carolina
$18.6M +$2.17M +49,094 +14%
Creative Planning
39
Creative Planning
Kansas
$18.3M -$10M -226,386 -36%
Canada Pension Plan Investment Board
40
Canada Pension Plan Investment Board
Ontario, Canada
$17.9M -$4.15M -93,700 -19%
IWC
41
Integrated Wealth Concepts
Massachusetts
$17.6M +$2.15M +48,626 +14%
HIM
42
HawsGoodwin Investment Management
Tennessee
$17.4M -$1.96M -44,307 -10%
HFA
43
High Falls Advisors
New York
$17.3M +$4.34M +97,929 +34%
US Bancorp
44
US Bancorp
Minnesota
$17M +$4.48M +101,097 +37%
Truist Financial
45
Truist Financial
North Carolina
$17M +$3.4M +76,786 +26%
HNW
46
High Note Wealth
Minnesota
$15.8M +$21.9K +494 +0.1%
IWP
47
Icon Wealth Partners
Texas
$15.8M +$2.28M +51,525 +17%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$15.7M -$2.78M -62,880 -15%
FTUS
49
Flow Traders U.S.
New York
$15.4M +$13.8M +311,543 +1,053%
SHJ
50
Sharkey, Howes & Javer
Colorado
$15.1M +$2.95M +66,661 +25%

ESGE Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2021, worth a combined $6.96B — up 12% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGE positions and 23 closed out — a net gain of 24 holders — while 286 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Jane Street, cutting an estimated $221M.

  • 470 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2021, up from 451 in Q1 2021.
  • Funds reported $6.96B of iShares ESG Aware MSCI EM ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2021 and 23 closed out, a net change of +24 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $189M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2021 was Jane Street, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2021.