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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
AWM
551
Avior Wealth Management
Nebraska
$7K +$998 +26 +15%
CPA
552
Cardiff Park Advisors
California
$6K
OSAM
553
O'Shaughnessy Asset Management
Connecticut
$6K
PFS
554
Prospera Financial Services
Texas
$6K +$5.84K +152 New
EW
555
Element Wealth
Mississippi
$5K
FPS
556
Fieldpoint Private Securities
Connecticut
$5K +$4.76K +124 New
AWMS
557
Advocacy Wealth Management Services
Georgia
$5K +$5.41K +141 New
RA
558
Rise Advisors
New York
$4K
CYG
559
Clean Yield Group
Vermont
$4K +$4.18K +109 New
Koshinski Asset Management
560
Koshinski Asset Management
Illinois
$3.31K +$3.46K +90 New
GWANC
561
Guardian Wealth Advisors (North Carolina)
North Carolina
$3K
BLC
562
Brown, Lisle/Cummings
Rhode Island
$2.94K
SWM
563
Selective Wealth Management
Virginia
$2K -$17.8K -463 -88%
LFA
564
Level Financial Advisors
New York
$2K
BBPWM
565
Blue Bell Private Wealth Management
Pennsylvania
$1K
HWA
566
HHM Wealth Advisors
Tennessee
$1K
PA
567
PSI Advisors
Florida
$1K
CSWG
568
Cardinal Strategic Wealth Guidance
Kentucky
$1K +$922 +24 New
Citadel Advisors
569
Citadel Advisors
Florida
-$28.2M -708,595 Closed
Renaissance Technologies
570
Renaissance Technologies
New York
-$4.71M -118,600 Closed
DACS
571
Dymon Asia Capital (Singapore)
Singapore
-$3.14M -79,036 Closed
FHA
572
First Horizon Advisors
Tennessee
-$2.15M -53,984 Closed
AL
573
Aspiriant LLC
California
-$987K -24,813 Closed
SFS
574
Sowell Financial Services
Arkansas
-$946K -23,807 Closed
OPWM
575
Oxinas Partners Wealth Management
Indiana
-$936K -23,546 Closed

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.