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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
Susquehanna International Group
501
Susquehanna International Group
Pennsylvania
– -$2.45M -73,177 Closed
BCM
502
Becker Capital Management
Oregon
– -$1.56M -46,501 Closed
GCP
503
GSA Capital Partners
United Kingdom
– -$1.47M -43,870 Closed
Marshall Wace
504
Marshall Wace
United Kingdom
– -$708K -21,102 Closed
CICC
505
Capital Investment Counsel (Colorado)
Colorado
– -$525K -15,656 Closed
T
506
TCWP
Ohio
– -$521K -15,532 Closed
FI
507
Financial Insights
Washington
– -$374K -11,166 Closed
SW
508
SVB Wealth
Massachusetts
– -$371K -11,056 Closed
BAM
509
Belpointe Asset Management
Nevada
– -$357K -10,657 Closed
OBWG
510
Onyx Bridge Wealth Group
New York
– -$348K -10,364 Closed
SAM
511
Strategy Asset Managers
California
– -$321K -10,148 Closed
FLPIM
512
F.L. Putnam Investment Management
Massachusetts
– -$324K -9,660 Closed
OWMIAS
513
One Wealth Management Investment & Advisory Services
Florida
– -$270K -8,048 Closed
UB
514
Umpqua Bank
Oregon
– -$258K -7,685 Closed
LA
515
LexAurum Advisors
Kansas
– -$220K -6,561 Closed
KLI
516
Kelman-Lazarov Inc
Tennessee
– -$202K -6,037 Closed
ACM
517
Armbruster Capital Management
New York
– -$201K -6,000 Closed
IAIM
518
International Assets Investment Management
Florida
– -$192K -5,736 Closed
OC
519
Oakworth Capital
Alabama
– -$67.2K -2,004 Closed
OWA
520
Opal Wealth Advisors
New York
– -$58.8K -1,753 Closed
PP
521
Pacifica Partners
Canada
– -$50K -1,464 Closed
SA
522
Scarborough Advisors
Maryland
– -$42.2K -1,259 Closed
VAMG
523
Voisard Asset Management Group
Michigan
– -$30.8K -919 Closed
SSB
524
Sandy Spring Bank
Maryland
– -$21.3K -636 Closed
OA
525
Operose Advisors
Wisconsin
– -$14.4K -428 Closed
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.