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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
TWC
501
TD Waterhouse Canada
Ontario, Canada
$5.97K
GFPC
502
Global Financial Private Client
Florida
$5.12K -$338K -10,834 -98%
CPA
503
Cardiff Park Advisors
California
$5K
EW
504
Element Wealth
Mississippi
$5K
HIA
505
Harbor Investment Advisory
Maryland
$5K
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$5K +$5.93K +190 New
HFS
507
HBC Financial Services
Washington
$4K -$35.8K -1,148 -89%
IRC
508
Investors Research Corp
Georgia
$4K
SFCL
509
Strengthening Families & Communities LLC
Massachusetts
$4K
RIA
510
Realta Investment Advisors
Delaware
$4K +$4.4K +141 New
EC
511
Estate Counselors
Wisconsin
$4K +$4.99K +160 New
TAM
512
Tucker Asset Management
Colorado
$3.08K -$8.55K -274 -71%
MCC
513
Money Concepts Capital
Florida
$3K -$250 -8 -7%
RA
514
Rise Advisors
New York
$3K
BLC
515
Brown, Lisle/Cummings
Rhode Island
$2.21K
SWM
516
Selective Wealth Management
Virginia
$2K
BC
517
Barrett & Company
Rhode Island
$1.29K +$1.34K +43 New
BBPWM
518
Blue Bell Private Wealth Management
Pennsylvania
$1K
CSWG
519
Cardinal Strategic Wealth Guidance
Kentucky
$1K
EBA
520
Eagle Bay Advisors
New York
$1K
HWA
521
HHM Wealth Advisors
Tennessee
$1K
LWANC
522
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
PA
523
PSI Advisors
Florida
$1K
SIS
524
Sound Income Strategies
Florida
$1K +$842 +27 New
NC
525
NewSquare Capital
Pennsylvania
$1K +$1.22K +39 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.