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iShares ESG Aware MSCI EM ETF

567 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 321 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 114

56% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 48

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

3% more funds holding

Funds holding: 548567 (+19)

1% less capital invested

Capital invested by funds: $5.42B → $5.36B (-$53M)

3.3% less ownership

Funds ownership: 87.01%83.72% (-3.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $753K

Holders
567
Holders Change
+19
Holders Change %
+3.47%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
321
Reduced
114
Closed
48
Calls
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$33.8M +$12.6M +327,662 +58%
Wealthfront Advisers
27
Wealthfront Advisers
California
$32M +$14.2M +369,359 +74%
PO
28
Private Ocean
California
$31.7M +$1.45M +37,744 +5%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$29.9M +$10.1M +263,125 +48%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$27.4M +$589K +15,350 +2%
JP Morgan Chase
31
JP Morgan Chase
New York
$26.6M +$6.64M +172,828 +31%
JC
32
JB Capital
Connecticut
$25M +$7.87M +204,891 +43%
US Bancorp
33
US Bancorp
Minnesota
$25M +$5.43M +141,497 +26%
WP
34
WealthSource Partners
California
$22.6M +$2.27M +59,161 +11%
AA
35
Acorns Advisers
California
$17.1M +$3.76M +97,847 +27%
NA
36
NewEdge Advisors
Louisiana
$17M +$4.28M +111,535 +32%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$15.8M +$1.3M +33,866 +9%
KAS
38
Kestra Advisory Services
Texas
$15M +$3.08M +80,150 +24%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$15M +$2.36M +61,469 +18%
HighTower Advisors
40
HighTower Advisors
Illinois
$14.5M +$11.4K +296 +0.1%
LNB
41
Ledyard National Bank
$14.2M +$1.25M +32,520 +9%
AWS
42
Atria Wealth Solutions
New York
$13.9M +$14.5M +378,850 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$13.8M -$1.21M -31,410 -8%
AI
44
Atria Investments
North Carolina
$13.3M +$3.11M +81,004 +29%
MWM
45
Mission Wealth Management
California
$13.2M +$1.48M +38,470 +12%
CW
46
CreativeOne Wealth
Kansas
$13.1M +$3.17M +82,516 +30%
RTS
47
Round Table Services
New Jersey
$12.7M -$992K -25,822 -7%
PCA
48
Pallas Capital Advisors
Massachusetts
$12.6M +$13.5M +350,763 New
Stifel Financial
49
Stifel Financial
Missouri
$12.5M +$3.47M +90,279 +36%
FT
50
Fiduciary Trust
Massachusetts
$12.4M +$1.3M +33,972 +11%

ESGE Hedge Fund Activity: Q1 2022 in Review

567 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2022, worth a combined $5.36B — down 0.98% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ESGE positions and 48 closed out — a net gain of 27 holders — while 321 added to existing stakes and 114 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $263M. The largest seller was Jane Street, cutting an estimated $266M.

  • 567 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2022, up from 548 in Q4 2021.
  • Funds reported $5.36B of iShares ESG Aware MSCI EM ETF stock for Q1 2022, down 0.98% quarter-over-quarter.
  • 75 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2022 and 48 closed out, a net change of +27 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $263M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2022 was Jane Street, an estimated $266M sold.

Based on aggregated 13F filings for Q1 2022.