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iShares ESG Aware MSCI EM ETF

493 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 166

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $2.75B → $2.92B (+$170M)

0.79% more ownership

Funds ownership: 66.76%67.55% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 494493 (-1)

Holders
493
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
207
Reduced
166
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Mission Wealth Management
California
$20M -$1.55M -46,937 -7%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$18.4M -$55.6K -1,689 -0.3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$18.1M -$4.9M -148,806 -22%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$17M +$152K +4,616 +0.9%
PO
30
Private Ocean
California
$16M +$10.5M +319,528 +204%
MD
31
Money Design
Japan
$15.2M -$529K -16,063 -3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$13.9M +$94.9K +2,882 +0.7%
HighTower Advisors
33
HighTower Advisors
Illinois
$13M -$608K -18,465 -5%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$12.9M -$200K -6,087 -2%
FT
35
Fiduciary Trust
Massachusetts
$12M -$32.9K -999 -0.3%
Corient Private Wealth
36
Corient Private Wealth
Florida
$11.2M +$41.6K +1,262 +0.4%
EWM
37
Empirical Wealth Management
Washington
$11.1M -$660K -20,025 -6%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$11.1M +$2.31M +70,000 +27%
SEI Investments
39
SEI Investments
Pennsylvania
$10.4M -$1.03M -31,350 -9%
I
40
IMPACTfolio
Colorado
$10.2M +$263K +7,978 +3%
PCIG
41
Partners Capital Investment Group
Massachusetts
$10M
HNW
42
High Note Wealth
Minnesota
$9.04M -$65K -1,973 -0.7%
PAS
43
Park Avenue Securities
New York
$8.43M +$2.12M +64,234 +34%
Mariner
44
Mariner
Kansas
$8.35M +$1.19M +36,211 +17%
SWM
45
SigFig Wealth Management
California
$7.93M +$794K +24,102 +11%
MML Investors Services
46
MML Investors Services
Massachusetts
$7.1M +$1.03M +31,418 +17%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$7.1M -$72.1K -2,190 -1%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$6.89M +$1.15M +34,837 +20%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$6.87M +$278K +8,427 +4%
BBVA
50
Banco Bilbao Vizcaya Argentaria
Spain
$6.32M +$5.93M +180,000 +2,088%

ESGE Hedge Fund Activity: Q2 2024 in Review

493 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2024, worth a combined $2.92B — up 6.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGE positions and 40 closed out — a net gain of 4 holders — while 207 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.4M. The largest seller was Jane Street, exiting entirely with an estimated $91M sold.

  • 493 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2024, down from 494 in Q1 2024.
  • Funds reported $2.92B of iShares ESG Aware MSCI EM ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2024 and 40 closed out, a net change of +4 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2024 was Morgan Stanley, an estimated $37.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2024 was Jane Street, an estimated $91M sold.

Based on aggregated 13F filings for Q2 2024.