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iShares ESG Aware MSCI EM ETF

567 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 321 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 114

56% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 48

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

3% more funds holding

Funds holding: 548567 (+19)

1% less capital invested

Capital invested by funds: $5.42B → $5.36B (-$53M)

3.3% less ownership

Funds ownership: 87.01%83.72% (-3.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $753K

Holders
567
Holders Change
+19
Holders Change %
+3.47%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
321
Reduced
114
Closed
48
Calls
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
501
Lindbrook Capital
California
$59K -$57.6K -1,500 -48%
SWM
502
Sugarloaf Wealth Management
Georgia
$58K
RIM
503
Rockbridge Investment Management
New York
$56.2K
SC
504
Siena Capital
Ohio
$53K +$55.1K +1,434 New
M
505
MOTCO
Texas
$52K +$53.9K +1,403 New
NFSG
506
Newbridge Financial Services Group
Florida
$50K +$4.07K +106 +8%
GIA
507
GHP Investment Advisors
Colorado
$50K +$52.1K +1,356 New
FFA
508
Founders Financial Alliance
North Carolina
$49K -$5.72K -149 -10%
PP
509
PrairieView Partners
Minnesota
$46K +$5.26K +137 +12%
ZIG
510
Zullo Investment Group
Pennsylvania
$44K -$461 -12 -1%
BCM
511
Bourgeon Capital Management
Connecticut
$44K
SLWA
512
San Luis Wealth Advisors
California
$42K +$40.8K +1,062 New
S
513
SignatureFD
Georgia
$40K +$4.65K +121 +13%
GC
514
Gould Capital
Washington
$38K +$4.61K +120 +13%
TFS
515
TrustCore Financial Services
Tennessee
$38K +$35.1K +915 +832%
CPFP
516
Clear Perspectives Financial Planning
Ohio
$37K
MA
517
MUFG Americas
New York
$34K -$12.7K -330 -26%
KTC
518
Kistler-Tiffany Companies
Pennsylvania
$33K +$34.7K +903 New
GWM
519
Geneos Wealth Management
Colorado
$31K -$12.5K -325 -27%
BA
520
Bellwether Advisors
Nebraska
$31K
OA
521
Operose Advisors
Wisconsin
$29K +$30.6K +797 New
4FG
522
4Thought Financial Group
New York
$27K +$1.38K +36 +5%
TAM
523
Tucker Asset Management
Colorado
$26.2K +$23.3K +607 +578%
TWA
524
TCI Wealth Advisors
Arizona
$21K +$77 +2 +0.4%
RDFA
525
Ritter Daniher Financial Advisory
Ohio
$21K +$21.6K +563 New

ESGE Hedge Fund Activity: Q1 2022 in Review

567 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2022, worth a combined $5.36B — down 0.98% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ESGE positions and 48 closed out — a net gain of 27 holders — while 321 added to existing stakes and 114 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $263M. The largest seller was Jane Street, cutting an estimated $266M.

  • 567 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2022, up from 548 in Q4 2021.
  • Funds reported $5.36B of iShares ESG Aware MSCI EM ETF stock for Q1 2022, down 0.98% quarter-over-quarter.
  • 75 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2022 and 48 closed out, a net change of +27 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $263M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2022 was Jane Street, an estimated $266M sold.

Based on aggregated 13F filings for Q1 2022.