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iShares ESG Aware MSCI EM ETF

548 hedge funds and large institutions have $5.42B invested in iShares ESG Aware MSCI EM ETF in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 44

16% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 177

15% more funds holding

Funds holding: 477548 (+71)

6.94% more ownership

Funds ownership: 80.07%87.01% (+6.9%)

1% less capital invested

Capital invested by funds: $5.45B → $5.42B (-$28.6M)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $926K

Holders
548
Holders Change
+71
Holders Change %
+14.88%
% of All Funds
8.43%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.23%
New
121
Increased
205
Reduced
177
Closed
44
Calls
Puts
$926K
Net Calls
-$926K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
476
National Bank of Canada
Quebec, Canada
$77K +$80.1K +1,943 New
HPC
477
HM Payson & Co
Maine
$74K +$33.2K +805 +76%
GWM
478
Grand Wealth Management
Michigan
$73K +$75.4K +1,830 New
AC
479
AlphaCore Capital
California
$67K
TCWA
480
Ten Capital Wealth Advisors
Washington
$63K +$4.78K +116 +8%
SWM
481
Sugarloaf Wealth Management
Georgia
$62K
RIM
482
Rockbridge Investment Management
New York
$60K +$14.2K +344 +30%
FFA
483
Founders Financial Alliance
North Carolina
$59K -$19.2K -466 -24%
HFA
484
HC Financial Advisors
California
$59K +$1.2K +29 +2%
CFB
485
Cullen/Frost Bankers
Texas
$52K +$53.9K +1,307 New
NFSG
486
Newbridge Financial Services Group
Florida
$50K -$2.31K -56 -4%
MA
487
MUFG Americas
New York
$50K +$1.4K +34 +3%
SFPG
488
Stonebridge Financial Planning Group
Florida
$49K
BCM
489
Bourgeon Capital Management
Connecticut
$48K +$9.15K +222 +22%
ZIG
490
Zullo Investment Group
Pennsylvania
$48K +$49.5K +1,200 New
GWM
491
Geneos Wealth Management
Colorado
$47K +$3.75K +91 +8%
Toronto Dominion Bank
492
Toronto Dominion Bank
Ontario, Canada
$44K -$22.8K -552 -33%
PP
493
PrairieView Partners
Minnesota
$44K +$30.3K +736 +200%
SMA
494
Sage Mountain Advisors
Georgia
$44K +$45.7K +1,109 New
CPFP
495
Clear Perspectives Financial Planning
Ohio
$40K -$91.7K -2,225 -69%
BWL
496
Bogart Wealth LLC
Virginia
$40K
S
497
SignatureFD
Georgia
$38K
GC
498
Gould Capital
Washington
$37K +$38.2K +926 New
BA
499
Bellwether Advisors
Nebraska
$33K
AWA
500
Amplius Wealth Advisors
Pennsylvania
$32K +$34.1K +826 New

ESGE Hedge Fund Activity: Q4 2021 in Review

548 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q4 2021, worth a combined $5.42B — down 0.53% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new ESGE positions and 44 closed out — a net gain of 77 holders — while 205 added to existing stakes and 177 trimmed.

The largest buyer was Jane Street, adding an estimated $402M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $192M sold.

  • 548 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q4 2021, up from 477 in Q3 2021.
  • Funds reported $5.42B of iShares ESG Aware MSCI EM ETF stock for Q4 2021, down 0.53% quarter-over-quarter.
  • 121 funds opened new iShares ESG Aware MSCI EM ETF positions in Q4 2021 and 44 closed out, a net change of +77 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q4 2021 was Jane Street, an estimated $402M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2021.