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iShares ESG Aware MSCI EM ETF

530 hedge funds and large institutions have $2.84B invested in iShares ESG Aware MSCI EM ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 194

0.74% more ownership

Funds ownership: 75.56%76.3% (+0.74%)

5% less funds holding

Funds holding: 556530 (-26)

15% less capital invested

Capital invested by funds: $3.34B → $2.84B (-$497M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

Holders
530
Holders Change
-26
Holders Change %
-4.68%
% of All Funds
9.13%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
45
Increased
217
Reduced
194
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$19.9M +$774K +24,827 +4%
AA
27
Acorns Advisers
California
$17.8M +$3.35M +107,344 +20%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$16.9M -$170K -5,437 -0.9%
PO
29
Private Ocean
California
$16.8M +$1.87M +60,076 +11%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$16M -$2.99M -95,797 -14%
M&T Bank
31
M&T Bank
New York
$14.3M +$696K +22,316 +5%
MWM
32
Mission Wealth Management
California
$13.1M +$1.5M +47,961 +11%
OMC
33
Old Mission Capital
Illinois
$12.4M -$7.73M -247,773 -36%
MD
34
Money Design
Japan
$9.93M +$1.38M +44,309 +14%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$9.65M +$629K +20,171 +6%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$9.63M
FT
37
Fiduciary Trust
Massachusetts
$9.56M +$67.2K +2,155 +0.6%
OWA
38
Octavia Wealth Advisors
Ohio
$9.42M +$609K +19,538 +6%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$8.94M +$613K +19,661 +6%
TWM
40
Tradition Wealth Management
Minnesota
$8.29M -$5.93K -190 -0.2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$8.22M -$10.3M -330,389 -53%
NA
42
NewEdge Advisors
Louisiana
$8.21M +$690K +22,134 +8%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$8.16M +$8.58K +275 +0.1%
HNW
44
High Note Wealth
Minnesota
$8.16M -$79.4K -2,545 -0.8%
LGWM
45
Litman Gregory Wealth Management
California
$8.1M +$922K +29,559 +11%
AAS
46
Avantax Advisory Services
Texas
$7.87M -$834K -26,749 -9%
MCIA
47
Mountain Capital Investment Advisors
Colorado
$7.1M +$384K +12,303 +5%
WP
48
WealthSource Partners
California
$7.06M -$1.09M -35,061 -12%
IWC
49
Integrated Wealth Concepts
Massachusetts
$6.83M +$17K +545 +0.2%
HighTower Advisors
50
HighTower Advisors
Illinois
$6.73M -$463K -14,833 -6%

ESGE Hedge Fund Activity: Q3 2022 in Review

530 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2022, worth a combined $2.84B — down 15% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ESGE and 45 opened new positions — a net loss of 16 holders — while 194 trimmed existing stakes and 217 added.

The largest buyer was Jane Street, adding an estimated $96.4M. The largest seller was Northern Trust, cutting an estimated $27.5M.

  • 530 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2022, down from 556 in Q2 2022.
  • Funds reported $2.84B of iShares ESG Aware MSCI EM ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 45 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2022 and 61 closed out, a net change of -16 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2022 was Jane Street, an estimated $96.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2022 was Northern Trust, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2022.