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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
EWM
501
Endurance Wealth Management
Rhode Island
$18K
TWA
502
TCI Wealth Advisors
Arizona
$18K
TCWA
503
Ten Capital Wealth Advisors
Washington
$17K
DI
504
Disciplined Investments
Oklahoma
$16K
CI
505
CX Institutional
Indiana
$16K +$16.5K +488 New
M1FG
506
Mach-1 Financial Group
Arkansas
$16K +$17.4K +514 New
Bessemer Group
507
Bessemer Group
New Jersey
$15K +$15.3K +450 New
PFA
508
Professional Financial Advisors
Nebraska
$15K +$15.8K +467 New
CFFP
509
Center for Financial Planning
Michigan
$14K
HR
510
Howe & Rusling
New York
$14K +$1.02K +30 +8%
WL
511
WIT LLC
District of Columbia
$13.2K +$1.32K +39 +11%
GA
512
GoalVest Advisory
New York
$13K -$2.48M -73,068 -99%
TAM
513
Tucker Asset Management
Colorado
$12.5K -$11K -325 -46%
OPW
514
Oxler Private Wealth
New York
$12.2K +$12.8K +377 New
CCM
515
Cribstone Capital Management
Maine
$12K
CS
516
Credit Suisse
Switzerland
$12K +$12.2K +360 New
TRCT
517
Tower Research Capital (TRC)
New York
$12K +$12.4K +366 New
HWM
518
Horizons Wealth Management
North Carolina
$12K +$12.5K +370 New
ACK
519
Andrew C. Karlinski
$11K
FWP
520
FAS Wealth Partners
Kansas
$10K +$136 +4 +1%
FA
521
Fortis Advisors
Pennsylvania
$10K +$10.6K +312 New
AIP
522
Ameritas Investment Partners
Nebraska
$9K
BWL
523
Bogart Wealth LLC
Virginia
$9K
SIM
524
Studio Investment Management
Illinois
$9K +$9.15K +270 New
WWMSC
525
Wagner Wealth Management (South Carolina)
South Carolina
$9K +$9.94K +293 New

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.