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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
HGERS
476
Householder Group Estate & Retirement Specialist
Arizona
$15K +$17.7K +567 New
WL
477
WIT LLC
District of Columbia
$14.9K +$3.99K +128 +31%
GWM
478
Geneos Wealth Management
Colorado
$14K -$8.92K -286 -35%
DI
479
Disciplined Investments
Oklahoma
$14K
M1FG
480
Mach-1 Financial Group
Arkansas
$14K
AWM
481
Avior Wealth Management
Nebraska
$14K +$14K +449 +632%
HWP
482
Highline Wealth Partners
California
$13.8K +$15.6K +500 New
PFA
483
Professional Financial Advisors
Nebraska
$13K +$62 +2 +0.4%
HR
484
Howe & Rusling
New York
$13K +$967 +31 +7%
CFFP
485
Center for Financial Planning
Michigan
$12K
TCWA
486
Ten Capital Wealth Advisors
Washington
$11K -$3.62K -116 -22%
CA
487
Crewe Advisors
Utah
$11K +$12.1K +387 New
TCM
488
TD Capital Management
Tennessee
$11K +$12.7K +407 New
CS
489
Credit Suisse
Switzerland
$10K
HWM
490
Horizons Wealth Management
North Carolina
$10K
CCM
491
Cribstone Capital Management
Maine
$9K -$1.59K -51 -14%
ACK
492
Andrew C. Karlinski
$9K
FA
493
Fortis Advisors
Pennsylvania
$9K
FWP
494
FAS Wealth Partners
Kansas
$9K +$624 +20 +6%
BWL
495
Bogart Wealth LLC
Virginia
$9K +$1.4K +45 +17%
AIP
496
Ameritas Investment Partners
Nebraska
$8K
WWMSC
497
Wagner Wealth Management (South Carolina)
South Carolina
$8K
IWP
498
IAG Wealth Partners
Wisconsin
$6K
EIP
499
Ellis Investment Partners
Pennsylvania
$6K +$31 +1 +0.4%
LS
500
Leelyn Smith
Illinois
$6K +$6.49K +208 New

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.