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iShares ESG Aware MSCI EM ETF

556 hedge funds and large institutions have $3.34B invested in iShares ESG Aware MSCI EM ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 199 increasing their positions, 243 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 67

2% less funds holding

Funds holding: 567556 (-11)

8.16% less ownership

Funds ownership: 83.72%75.56% (-8.2%)

18% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 243

38% less capital invested

Capital invested by funds: $5.36B → $3.34B (-$2.02B)

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $210K

Holders
556
Holders Change
-11
Holders Change %
-1.94%
% of All Funds
9.37%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.15%
New
62
Increased
199
Reduced
243
Closed
67
Calls
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$543K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Sugarloaf Wealth Management
Georgia
$51K
RIM
477
Rockbridge Investment Management
New York
$49.8K +$1.19K +35 +2%
TFS
478
TrustCore Financial Services
Tennessee
$49K +$16.6K +490 +48%
M
479
MOTCO
Texas
$45K
NFSG
480
Newbridge Financial Services Group
Florida
$44K +$136 +4 +0.3%
PP
481
PrairieView Partners
Minnesota
$42K +$1.73K +51 +4%
HFS
482
HBC Financial Services
Washington
$41K +$43.9K +1,294 New
FFA
483
Founders Financial Alliance
North Carolina
$40K -$3.02K -89 -7%
BCM
484
Bourgeon Capital Management
Connecticut
$40K +$576 +17 +1%
LFA
485
Level Financial Advisors
New York
$39K +$38.8K +1,143 +1,786%
GC
486
Gould Capital
Washington
$36K +$2.31K +68 +7%
ME
487
McIlrath & Eck
Washington
$33K +$34.2K +1,010 New
AWM
488
Atticus Wealth Management
Florida
$31K +$18.5K +545 +131%
KFS
489
Kelly Financial Services
Massachusetts
$30.6K -$260K -7,677 -89%
MA
490
MUFG Americas
New York
$30K
S
491
SignatureFD
Georgia
$29K -$6.92K -204 -19%
FPS
492
Fieldpoint Private Securities
Connecticut
$28K +$24.8K +731 +590%
ZIG
493
Zullo Investment Group
Pennsylvania
$27K -$12.4K -366 -31%
BA
494
Bellwether Advisors
Nebraska
$27K
OA
495
Operose Advisors
Wisconsin
$26K +$102 +3 +0.4%
PFS
496
Prospera Financial Services
Texas
$26K +$22.5K +665 +438%
National Bank of Canada
497
National Bank of Canada
Quebec, Canada
$25K -$37.8K -1,115 -59%
GWM
498
Geneos Wealth Management
Colorado
$25K -$1.9K -56 -6%
Simplex Trading
499
Simplex Trading
Illinois
$25K +$27.1K +800 New
4FG
500
4Thought Financial Group
New York
$24K -$237 -7 -0.9%

ESGE Hedge Fund Activity: Q2 2022 in Review

556 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2022, worth a combined $3.34B — down 38% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of ESGE and 62 opened new positions — a net loss of 5 holders — while 243 trimmed existing stakes and 199 added.

The largest buyer was Jane Street, adding an estimated $186M. The largest seller was Envestnet Asset Management, cutting an estimated $709M.

  • 556 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2022, down from 567 in Q1 2022.
  • Funds reported $3.34B of iShares ESG Aware MSCI EM ETF stock for Q2 2022, down 38% quarter-over-quarter.
  • 62 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2022 and 67 closed out, a net change of -5 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2022 was Jane Street, an estimated $186M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $709M sold.

Based on aggregated 13F filings for Q2 2022.