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iShares ESG Aware MSCI EM ETF

556 hedge funds and large institutions have $3.34B invested in iShares ESG Aware MSCI EM ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 199 increasing their positions, 243 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 67

2% less funds holding

Funds holding: 567556 (-11)

8.16% less ownership

Funds ownership: 83.72%75.56% (-8.2%)

18% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 243

38% less capital invested

Capital invested by funds: $5.36B → $3.34B (-$2.02B)

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $210K

Holders
556
Holders Change
-11
Holders Change %
-1.94%
% of All Funds
9.37%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.15%
New
62
Increased
199
Reduced
243
Closed
67
Calls
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$543K
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
576
Financial Architects (New Jersey)
New Jersey
-$373K -10,153 Closed
OBWG
577
Onyx Bridge Wealth Group
New York
-$332K -9,831 Closed
SI
578
Stephens Inc
Arkansas
-$353K -9,620 Closed
SFG
579
Sovereign Financial Group
Connecticut
-$353K -9,613 Closed
CFG
580
Cooper Financial Group
California
-$346K -9,430 Closed
LWAC
581
Laurel Wealth Advisors (California)
California
-$339K -9,243 Closed
CCFM
582
Clear Creek Financial Management
Washington
-$336K -9,150 Closed
LA
583
Latitude Advisors
Florida
-$336K -9,148 Closed
NAMM
584
NorthStar Asset Management (Massachusetts)
Massachusetts
-$331K -9,000 Closed
CWM
585
Congress Wealth Management
Massachusetts
-$300K -8,167 Closed
APP
586
Avantax Planning Partners
Iowa
-$297K -8,090 Closed
RIS
587
Retirement Income Solutions
Michigan
-$275K -7,500 Closed
WFA
588
Wipfli Financial Advisors
Wisconsin
-$275K -7,491 Closed
XF
589
XML Financial
Maryland
-$271K -7,389 Closed
VC
590
Veracity Capital
Georgia
-$270K -7,347 Closed
C
591
Certuity
Florida
-$267K -7,275 Closed
AIM
592
Acropolis Investment Management
Missouri
-$258K -7,037 Closed
HWM
593
Hohimer Wealth Management
Washington
-$246K -6,699 Closed
RCAG
594
Rehmann Capital Advisory Group
Michigan
-$245K -6,661 Closed
TWP
595
Transparent Wealth Partners
Arkansas
-$239K -6,509 Closed
AWM
596
Alterna Wealth Management
Texas
-$239K -6,506 Closed
ODIJL
597
One Day In July LLC
Vermont
-$234K -6,366 Closed
3LCM
598
3D/L Capital Management
Connecticut
-$230K -6,263 Closed
FA
599
Financial Advisors
Massachusetts
-$223K -6,071 Closed
1SB
600
1ST Source Bank
Indiana
-$217K -5,901 Closed

ESGE Hedge Fund Activity: Q2 2022 in Review

556 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2022, worth a combined $3.34B — down 38% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of ESGE and 62 opened new positions — a net loss of 5 holders — while 243 trimmed existing stakes and 199 added.

The largest buyer was Jane Street, adding an estimated $186M. The largest seller was Envestnet Asset Management, cutting an estimated $709M.

  • 556 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2022, down from 567 in Q1 2022.
  • Funds reported $3.34B of iShares ESG Aware MSCI EM ETF stock for Q2 2022, down 38% quarter-over-quarter.
  • 62 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2022 and 67 closed out, a net change of -5 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2022 was Jane Street, an estimated $186M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $709M sold.

Based on aggregated 13F filings for Q2 2022.