We are live on ! Find out more
ESGE icon

iShares ESG Aware MSCI EM ETF

567 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 321 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 114

56% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 48

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

3% more funds holding

Funds holding: 548567 (+19)

1% less capital invested

Capital invested by funds: $5.42B → $5.36B (-$53M)

3.3% less ownership

Funds ownership: 87.01%83.72% (-3.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $753K

Holders
567
Holders Change
+19
Holders Change %
+3.47%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
321
Reduced
114
Closed
48
Calls
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Endurance Wealth Management
Rhode Island
$21K +$21.8K +568 New
CIA
527
Choate Investment Advisors
Massachusetts
$20K
MCC
528
Money Concepts Capital
Florida
$20K +$21.2K +553 New
TCWA
529
Ten Capital Wealth Advisors
Washington
$19K -$40.9K -1,065 -67%
DI
530
Disciplined Investments
Oklahoma
$18K +$11.7K +304 +158%
IFAM
531
Institutional & Family Asset Management
Colorado
$18K +$11.9K +309 +159%
CFFP
532
Center for Financial Planning
Michigan
$16K
AWM
533
Atticus Wealth Management
Florida
$15K +$16K +417 New
CIAS
534
CFS Investment Advisory Services
New Jersey
$15K +$20M +520,519 +3,146%
HIA
535
Harbor Investment Advisory
Maryland
$14K +$845 +22 +6%
HR
536
Howe & Rusling
New York
$14K +$960 +25 +7%
WL
537
WIT LLC
District of Columbia
$13.6K -$7.24M -188,431 -100%
IWP
538
IAG Wealth Partners
Wisconsin
$13K
CCM
539
Cribstone Capital Management
Maine
$13K +$5.3K +138 +62%
FMII
540
Farmers & Merchants Investments Inc
Nebraska
$13K +$14K +364 New
FWP
541
FAS Wealth Partners
Kansas
$12K
ACK
542
Andrew C. Karlinski
$12K +$13K +339 New
BWL
543
Bogart Wealth LLC
Virginia
$10K -$28.6K -746 -73%
AIP
544
Ameritas Investment Partners
Nebraska
$10K -$14.8K -385 -57%
CWM
545
Cranbrook Wealth Management
Michigan
$9K
LWA
546
Lenox Wealth Advisors
New York
$9K +$9.48K +247 New
EIP
547
Ellis Investment Partners
Pennsylvania
$8K
IHWM
548
Iron Horse Wealth Management
Iowa
$8K
TWC
549
TD Waterhouse Canada
Ontario, Canada
$7.92K
SFCL
550
Strengthening Families & Communities LLC
Massachusetts
$7K

ESGE Hedge Fund Activity: Q1 2022 in Review

567 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2022, worth a combined $5.36B — down 0.98% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ESGE positions and 48 closed out — a net gain of 27 holders — while 321 added to existing stakes and 114 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $263M. The largest seller was Jane Street, cutting an estimated $266M.

  • 567 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2022, up from 548 in Q4 2021.
  • Funds reported $5.36B of iShares ESG Aware MSCI EM ETF stock for Q1 2022, down 0.98% quarter-over-quarter.
  • 75 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2022 and 48 closed out, a net change of +27 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $263M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2022 was Jane Street, an estimated $266M sold.

Based on aggregated 13F filings for Q1 2022.