iShares ESG Aware MSCI EM ETF
ESGE
477 hedge funds and large institutions have $5.45B invested in iShares ESG Aware MSCI EM ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 191 increasing their positions, 180 reducing their positions, and 32 closing their positions.
114% more call options, than puts
Call options by funds: $4.43M | Put options by funds: $2.07M
50% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 32
1% more funds holding
Funds holding: 470 → 477 (+7)
6% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 180
6.98% less ownership
Funds ownership: 87.05% → 80.07% (-7%)
22% less capital invested
Capital invested by funds: $6.96B → $5.45B (-$1.52B)
26% less funds holding in top 10
Funds holding in top 10: 27 → 20 (-7)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$36.6M |
| 2 |
Goldman Sachs
New York
|
+$31.8M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$19.5M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$19.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$18.6M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$439M |
| 2 |
Morgan Stanley
New York
|
-$72.6M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$46.4M |
| 4 |
LPL Financial
San Diego,
California
|
-$42.2M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$42M |
ESGE Hedge Fund Activity: Q3 2021 in Review
477 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2021, worth a combined $5.45B — down 22% from $6.96B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new ESGE positions and 32 closed out — a net gain of 16 holders — while 191 added to existing stakes and 180 trimmed.
The largest buyer was Bank of America, adding an estimated $36.6M. The largest seller was Envestnet Asset Management, cutting an estimated $439M.
- 477 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2021, up from 470 in Q2 2021.
- Funds reported $5.45B of iShares ESG Aware MSCI EM ETF stock for Q3 2021, down 22% quarter-over-quarter.
- 48 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2021 and 32 closed out, a net change of +16 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2021 was Bank of America, an estimated $36.6M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $439M sold.
Based on aggregated 13F filings for Q3 2021.