iShares ESG Aware MSCI EM ETF
ESGE
61 hedge funds and large institutions have $158M invested in iShares ESG Aware MSCI EM ETF in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 5 reducing their positions, and 3 closing their positions.
567% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 3
480% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 5
75% more capital invested
Capital invested by funds: $90.3M → $158M (+$67.8M)
39% more funds holding
Funds holding: 44 → 61 (+17)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
53.79% less ownership
Funds ownership: 160.82% → 107.03% (-54%)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$18.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$12.9M |
| 3 |
Jane Street
New York
|
+$11.8M |
| 4 |
BlackRock
New York
|
+$8.43M |
| 5 |
Morgan Stanley
New York
|
+$4.13M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ADL
51
Asset Dedication LLC
San Francisco,
California
| $15K | -$6.79K | -176 | -30% |
|
|
YWP
52
YorkBridge Wealth Partners
New York
| $13K | – | – | – |
|
|
PA
53
Parallel Advisors
San Francisco,
California
| $10K | +$1.93K | +50 | +24% |
|
|
TAIM
54
TD Ameritrade Investment Management
Omaha,
Nebraska
| $8K | +$8.33K | +216 | New |
|
|
AF
55
Advisornet Financial
Minnetonka,
Minnesota
| $6K | – | – | – |
|
56
DZ Bank
Frankfurt Am Main,
Germany
| $5K | +$231 | +6 | +5% |
|
|
APA
57
American Portfolios Advisors
Holbrook,
New York
| $4.01K | +$4.09K | +106 | New |
|
|
TFS
58
TrustCore Financial Services
Brentwood,
Tennessee
| $4K | – | – | – |
|
|
CGI
59
Cougar Global Investments
Toronto,
Ontario, Canada
| $3K | +$3.01K | +78 | New |
|
|
CFA
60
Carroll Financial Associates
Charlotte,
North Carolina
| $1K | – | – | – |
|
61
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$3.61M | -97,780 | Closed |
|
62
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$207K | -5,610 | Closed |
|
|
CG
63
Caprock Group
Boise,
Idaho
| – | -$202K | -5,220 | Closed |
|
ESGE Hedge Fund Activity: Q1 2018 in Review
61 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2018, worth a combined $158M — up 75% from $90.3M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ESGE positions and 3 closed out — a net gain of 17 holders — while 29 added to existing stakes and 5 trimmed.
The largest buyer was UBS Group, adding an estimated $18.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.61M sold.
- 61 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2018, up from 44 in Q4 2017.
- Funds reported $158M of iShares ESG Aware MSCI EM ETF stock for Q1 2018, up 75% quarter-over-quarter.
- 20 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2018 and 3 closed out, a net change of +17 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2018 was UBS Group, an estimated $18.6M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q1 2018 was Susquehanna International Group, an estimated $3.61M sold.
Based on aggregated 13F filings for Q1 2018.