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iShares ESG Aware MSCI EM ETF

493 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 166

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $2.75B → $2.92B (+$170M)

0.79% more ownership

Funds ownership: 66.76%67.55% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 494493 (-1)

Holders
493
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
207
Reduced
166
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
501
DHK Financial Advisors
New Hampshire
-$518K -16,073 Closed
GWMR
502
GC Wealth Management RIA
Massachusetts
-$439K -13,635 Closed
PWA
503
Prairie Wealth Advisors
Nebraska
-$437K -13,559 Closed
FLA
504
Financial Life Advisors
Texas
-$416K -12,911 Closed
PS
505
Portfolio Strategies
New York
-$394K -12,227 Closed
Squarepoint
506
Squarepoint
New York
-$356K -11,039 Closed
LNC
507
Lincoln National Corp
Pennsylvania
-$279K -8,642 Closed
AFG
508
ABLE Financial Group
Arizona
-$243K -7,533 Closed
FDCP
509
Foster Dykema Cabot & Partners
Massachusetts
-$235K -7,291 Closed
MRC
510
Millburn Ridgefield Corp
New York
-$232K -7,193 Closed
LW
511
Libra Wealth
California
-$232K -7,187 Closed
FPGK
512
Financial Partners Group (Kansas)
Kansas
-$221K -6,851 Closed
PBF
513
Petix & Botte Financial
California
-$217K -6,721 Closed
MAWA
514
Moss Adams Wealth Advisors
Washington
-$217K -6,719 Closed
SXL
515
Summit X LLC
Missouri
-$214K -6,649 Closed
HF
516
HRT Financial
New York
-$213K -6,615 Closed
KWM
517
Keebeck Wealth Management
Illinois
-$212K -6,588 Closed
MFA
518
McClarren Financial Advisors
Pennsylvania
-$127K -3,930 Closed
IGWM
519
ICA Group Wealth Management
Colorado
-$24.2K -751 Closed
FIM
520
Fernwood Investment Management
Massachusetts
-$16.2K -504 Closed
NRC
521
New Republic Capital
North Carolina
-$15.2K -471 Closed
FGAM
522
Financial Gravity Asset Management
Texas
-$14.8K -461 Closed
PWA
523
Provenance Wealth Advisors
Florida
-$13K -402 Closed
TWP
524
TFO Wealth Partners
Ohio
-$10.2K -318 Closed
FFA
525
Frazier Financial Advisors
Ohio
-$7.38K -229 Closed

ESGE Hedge Fund Activity: Q2 2024 in Review

493 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2024, worth a combined $2.92B — up 6.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGE positions and 40 closed out — a net gain of 4 holders — while 207 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.4M. The largest seller was Jane Street, exiting entirely with an estimated $91M sold.

  • 493 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2024, down from 494 in Q1 2024.
  • Funds reported $2.92B of iShares ESG Aware MSCI EM ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2024 and 40 closed out, a net change of +4 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2024 was Morgan Stanley, an estimated $37.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2024 was Jane Street, an estimated $91M sold.

Based on aggregated 13F filings for Q2 2024.