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iShares ESG Aware MSCI EM ETF
ESGE

500 hedge funds and large institutions have $3.31B invested in iShares ESG Aware MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more capital invested

Capital invested by funds: $2.92B → $3.31B (+$394M)

2.64% more ownership

Funds ownership: 67.55% → 70.19% (+2.6%)

1% more funds holding

Funds holding: 493 → 500 (+7)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 175

Holders
500
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
191
Reduced
175
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$56.8M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$42.8M
3
Jane Street
Jane Street
New York
+$22.8M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$13.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$20.9M
2
BlackRock
BlackRock
New York
-$4.48M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.62M
4
Northern Trust
Northern Trust
Illinois
-$2.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$24.3M +$22.8M +666,848 New
M&T Bank
27
M&T Bank
New York
$23.6M -$1.04M -30,515 -4%
MWM
28
Mission Wealth Management
California
$22.7M +$929K +27,212 +5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$21.8M +$2.03M +59,310 +11%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$20.6M +$622K +18,216 +3%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$18.6M +$94.3K +2,762 +0.5%
MD
32
Money Design
Japan
$16.8M +$248K +7,257 +2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$16.4M +$1.21M +35,362 +9%
HighTower Advisors
34
HighTower Advisors
Illinois
$14.4M +$259K +7,570 +2%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$14.3M +$255K +7,464 +2%
PCIG
36
Partners Capital Investment Group
Massachusetts
$14M +$2.87M +83,922 +28%
SEI Investments
37
SEI Investments
Pennsylvania
$13.4M +$1.97M +57,623 +19%
FT
38
Fiduciary Trust
Massachusetts
$12.8M -$276K -8,074 -2%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$12.2M – – –
I
40
IMPACTfolio
Colorado
$11.2M +$147K +4,318 +1%
Corient Private Wealth
41
Corient Private Wealth
Florida
$11M -$1.06M -30,937 -9%
EWM
42
Empirical Wealth Management
Washington
$10.9M -$1.08M -31,697 -10%
SWM
43
SigFig Wealth Management
California
$9.94M +$1.09M +31,990 +14%
Mariner
44
Mariner
Kansas
$9.86M +$743K +21,753 +9%
HNW
45
High Note Wealth
Minnesota
$9.76M -$48K -1,406 -0.5%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$9.72M +$8.88M +259,946 +9,532%
PAS
47
Park Avenue Securities
New York
$8.95M -$187K -5,468 -2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$7.74M +$31.4K +921 +0.4%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$7.59M +$94.8K +2,775 +1%
MML Investors Services
50
MML Investors Services
Massachusetts
$7.42M -$275K -8,054 -4%
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ESGE Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2024, worth a combined $3.31B — up 14% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ESGE positions and 34 closed out — a net gain of 12 holders — while 191 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $56.8M. The largest seller was Goldman Sachs, cutting an estimated $20.9M.

  • 500 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2024, up from 493 in Q2 2024.
  • Funds reported $3.31B of iShares ESG Aware MSCI EM ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 46 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2024 and 34 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2024 was Bank of America, an estimated $56.8M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2024 was Goldman Sachs, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2024.