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iShares ESG Aware MSCI EM ETF
ESGE

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: 477 → 548 (+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: 20 → 15 (-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

Top Buyers

1
Jane Street
Jane Street
New York
+$402M
2
Bank of America
Bank of America
North Carolina
+$96.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$29.2M
4
PCA
Personal Capital Advisors
California
+$21.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14.8M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$192M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$132M
3
PP
Prudential plc
United Kingdom
-$130M
4
Osaic Holdings
Osaic Holdings
Arizona
-$22.9M
5
LPL Financial
LPL Financial
California
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
576
Walkner Condon Financial Advisors
Wisconsin
– -$220K -5,295 Closed
1SB
577
1ST Source Bank
Indiana
– -$209K -5,045 Closed
VA
578
Valmark Advisers
Ohio
– -$202K -4,879 Closed
BC
579
Bartlett & Co
Ohio
– -$137K -3,315 Closed
BCWM
580
Bartlett & Co Wealth Management
Ohio
– -$137K -3,315 Closed
FA
581
Flagstar Advisors
New York
– -$124K -3,001 Closed
BW
582
Bison Wealth
Georgia
– -$70K -1,687 Closed
BCPWM
583
Bradley & Co Private Wealth Management
Florida
– -$57K -1,387 Closed
BAM
584
Barrett Asset Management
New York
– -$48K -1,163 Closed
FMII
585
Farmers & Merchants Investments Inc
Nebraska
– -$34K -820 Closed
BMD
586
Better Money Decisions
New Mexico
– -$18K -445 Closed
WT
587
Washington Trust
Rhode Island
– -$14K -326 Closed
JCM
588
Jacobi Capital Management
Pennsylvania
– -$10K -250 Closed
RIA
589
RPG Investment Advisory
California
– -$9K -225 Closed
EVM
590
Eaton Vance Management
Massachusetts
– -$8K -190 Closed
SSW
591
Smith Shellnut Wilson
Mississippi
– -$5K -116 Closed
GPA
592
Guidance Point Advisors
Massachusetts
– -$2K -57 Closed
TRCT
593
Tower Research Capital (TRC)
New York
– -$1K -31 Closed
ACA
594
Atlas Capital Advisors
Wyoming
– -$124 -3 Closed
20 21 22 23
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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.