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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
RA
476
Rise Advisors
New York
$3.98K – – –
SAM
477
Smartleaf Asset Management
Massachusetts
$3.92K +$1.95K +57 +116%
TPW
478
Talon Private Wealth
Florida
$3.53K +$3.31K +97 New
EWM
479
Evermay Wealth Management
Virginia
$3.35K – – –
TAM
480
Tucker Asset Management
Colorado
$3.28K -$956 -28 -24%
CIAS
481
Capital Investment Advisory Services
North Carolina
$2.99K – – –
T
482
Tidemark
California
$2.95K – – –
RWM
483
Ruedi Wealth Management
Illinois
$2.79K +$34 +1 +1%
National Bank of Canada
484
National Bank of Canada
Quebec, Canada
$2.55K +$2.39K +70 New
SRCM
485
Signature Resources Capital Management
California
$2.19K – – –
CA
486
Centerpoint Advisors
Massachusetts
$2K – – –
TCG
487
Transcendent Capital Group
Oklahoma
$1.93K +$1.81K +53 New
GWM
488
Grand Wealth Management
Michigan
$1.82K – – –
NC
489
NewSquare Capital
Pennsylvania
$1.68K +$1.57K +46 New
BC
490
Barrett & Company
Rhode Island
$1.57K – – –
CPG
491
Cornerstone Planning Group
New Jersey
$1.34K -$25K -731 -95%
RCM
492
Raleigh Capital Management
North Carolina
$1.2K +$1.13K +33 New
SCM
493
Sterling Capital Management
North Carolina
$1.02K +$956 +28 New
NS
494
NBC Securities
Alabama
$1K – – –
CJ
495
Caitlin John
Michigan
$790 – – –
KFI
496
Key Financial Inc
Pennsylvania
$619 – – –
S
497
Sachetta
Massachusetts
$619 +$581 +17 New
APC
498
Aspire Private Capital
North Carolina
$318 – – –
GI
499
GAMMA Investing
California
$255 +$239 +7 New
GWS
500
Glassman Wealth Services
Virginia
$36 – – –
18 19
20
21 22

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.