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iShares ESG Aware MSCI EM ETF

548 hedge funds and large institutions have $5.42B invested in iShares ESG Aware MSCI EM ETF in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 44

16% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 177

15% more funds holding

Funds holding: 477548 (+71)

6.94% more ownership

Funds ownership: 80.07%87.01% (+6.9%)

1% less capital invested

Capital invested by funds: $5.45B → $5.42B (-$28.6M)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $926K

Holders
548
Holders Change
+71
Holders Change %
+14.88%
% of All Funds
8.43%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.23%
New
121
Increased
205
Reduced
177
Closed
44
Calls
Puts
$926K
Net Calls
-$926K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
526
O'Shaughnessy Asset Management
Connecticut
$7K +$7.17K +174 New
AWM
527
Avior Wealth Management
Nebraska
$6K +$165 +4 +2%
LFG
528
Leverty Financial Group
Wisconsin
$6K +$6.23K +151 New
SPA
529
Shore Point Advisors
New Jersey
$6K +$6.68K +162 New
EW
530
Element Wealth
Mississippi
$5K
GI
531
Gradient Investments
Minnesota
$5K +$2.64K +64 +94%
CI
532
Cordant Inc
Oregon
$5K +$4.74K +115 New
TAM
533
Tucker Asset Management
Colorado
$4.18K
RA
534
Rise Advisors
New York
$4.09K +$4.25K +103 New
TFS
535
TrustCore Financial Services
Tennessee
$4K -$37.7K -915 -89%
GWANC
536
Guardian Wealth Advisors (North Carolina)
North Carolina
$4K +$3.75K +91 New
BLC
537
Brown, Lisle/Cummings
Rhode Island
$3.18K +$3.3K +80 New
LWM
538
Liberty Wealth Management
California
$3.11K -$3.34M -80,919 Closed
FRA
539
Front Row Advisors
California
$3K
LFA
540
Level Financial Advisors
New York
$3K +$2.64K +64 New
RK
541
Rather & Kittrell
Tennessee
$3K +$3.26K +79 New
Simplex Trading
542
Simplex Trading
Illinois
$3K +$4.12K +100 New
EWM
543
Evermay Wealth Management
Virginia
$2K +$1.73K +42 New
HWA
544
HHM Wealth Advisors
Tennessee
$1K
PA
545
PSI Advisors
Florida
$1K
RFA
546
Reilly Financial Advisors
California
$1K
JWA
547
JFS Wealth Advisors
Pennsylvania
$1K +$907 +22 New
BBPWM
548
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1.48K +36 New
FHC
549
First Heartland Consultants
Missouri
$254 -$77.1K -1,870 -23%
BBHC
550
Brown Brothers Harriman & Co
New York
$27

ESGE Hedge Fund Activity: Q4 2021 in Review

548 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q4 2021, worth a combined $5.42B — down 0.53% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new ESGE positions and 44 closed out — a net gain of 77 holders — while 205 added to existing stakes and 177 trimmed.

The largest buyer was Jane Street, adding an estimated $402M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $192M sold.

  • 548 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q4 2021, up from 477 in Q3 2021.
  • Funds reported $5.42B of iShares ESG Aware MSCI EM ETF stock for Q4 2021, down 0.53% quarter-over-quarter.
  • 121 funds opened new iShares ESG Aware MSCI EM ETF positions in Q4 2021 and 44 closed out, a net change of +77 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q4 2021 was Jane Street, an estimated $402M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2021.