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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
PI
526
PFS Investments
Georgia
$986 +$39K +1,249 +4%
Bank of Montreal
527
Bank of Montreal
Ontario, Canada
$61
LNB
528
Ledyard National Bank
-$7.87M -243,618 Closed
Qube Research & Technologies (QRT)
529
Qube Research & Technologies (QRT)
United Kingdom
-$2.5M -77,312 Closed
TPWA
530
TRUE Private Wealth Advisors
Oregon
-$1.86M -57,752 Closed
BFA
531
BMS Financial Advisors
South Dakota
-$2.24M -56,241 Closed
NCM
532
Northland Capital Management
Minnesota
-$1.56M -48,166 Closed
CGL
533
Clarius Group LLC
Washington
-$1.25M -38,656 Closed
Allianz Asset Management
534
Allianz Asset Management
Germany
-$1.19M -36,917 Closed
LNWWM
535
Laird Norton Wetherby Wealth Management
California
-$983K -30,414 Closed
WCWM
536
Willow Creek Wealth Management
California
-$879K -27,211 Closed
FF
537
Francis Financial
-$845K -26,548 Closed
CWA
538
Choice Wealth Advisors
Maine
-$710K -21,985 Closed
LW
539
Libra Wealth
California
-$668K -20,685 Closed
FPAS
540
Focus Partners Advisor Solutions
Missouri
-$616K -19,058 Closed
DWT
541
Dorsey & Whitney Trust
South Dakota
-$525K -16,245 Closed
LA
542
LexAurum Advisors
Kansas
-$506K -15,654 Closed
GT
543
Glenmede Trust
Pennsylvania
-$329K -10,205 Closed
ASFA
544
All Season Financial Advisors
Colorado
-$329K -10,177 Closed
T
545
TRUADVICE
Florida
-$326K -10,147 Closed
MWM
546
Maripau Wealth Management
Indiana
-$316K -9,978 Closed
IF
547
Intrua Financial
Texas
-$312K -9,660 Closed
Massachusetts Financial Services
548
Massachusetts Financial Services
Massachusetts
-$304K -9,405 Closed
WWM
549
Western Wealth Management
Colorado
-$300K -9,332 Closed
WWP
550
Waypoint Wealth Partners
California
-$300K -9,280 Closed

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.