We are live on ! Find out more
ESGE icon

iShares ESG Aware MSCI EM ETF

137 hedge funds and large institutions have $761M invested in iShares ESG Aware MSCI EM ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 21

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more capital invested

Capital invested by funds: $606M → $761M (+$154M)

6% more funds holding

Funds holding: 129137 (+8)

3.53% less ownership

Funds ownership: 102.15%98.63% (-3.5%)

Holders
137
Holders Change
+8
Holders Change %
+6.2%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
25
Increased
66
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
51
Global Trust Asset Management
Florida
$621K -$30.9K -915 -5%
FWM
52
Frontier Wealth Management
Missouri
$608K +$603K +17,876 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$576K +$448K +13,263 +361%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$571K -$562K -16,644 -50%
CJA
55
C-J Advisory
California
$549K +$26.6K +789 +5%
GC
56
Garde Capital
Washington
$540K +$536K +15,868 New
BWM
57
Baystate Wealth Management
Massachusetts
$536K +$16.4K +487 +3%
MML Investors Services
58
MML Investors Services
Massachusetts
$498K +$288K +8,522 +139%
PAG
59
Private Advisor Group
New Jersey
$470K +$45.5K +1,349 +11%
CIBC Asset Management
60
CIBC Asset Management
Ontario, Canada
$463K
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$455K +$85.1K +2,522 +23%
AI
62
Accredited Investors
Minnesota
$445K +$207K +6,137 +88%
Deutsche Bank
63
Deutsche Bank
Germany
$437K
Baird Financial Group
64
Baird Financial Group
Wisconsin
$403K +$29.3K +867 +8%
HDIM
65
Hanson & Doremus Investment Management
Vermont
$383K
CAN
66
Cetera Advisor Networks
California
$363K +$60.7K +1,799 +20%
FI
67
Financial Insights
Washington
$341K +$366K +10,841 New
AC
68
Arjuna Capital
North Carolina
$334K +$23.6K +700 +8%
BCI
69
Brinker Capital Investments
Pennsylvania
$333K +$44.1K +1,306 +15%
PAS
70
Park Avenue Securities
New York
$332K +$10.8K +321 +3%
BPA
71
Beacon Pointe Advisors
California
$313K -$58.5K -1,734 -16%
MBT
72
Montecito Bank & Trust
California
$309K +$76.8K +2,275 +33%
FLPIM
73
F.L. Putnam Investment Management
Massachusetts
$276K -$60.8K -1,800 -18%
TCOV
74
Trust Company of Vermont
Vermont
$274K +$16.2K +480 +6%
TC
75
TownSquare Capital
Utah
$268K +$280K +8,283 New

ESGE Hedge Fund Activity: Q2 2019 in Review

137 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2019, worth a combined $761M — up 25% from $606M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ESGE positions and 13 closed out — a net gain of 12 holders — while 66 added to existing stakes and 21 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $57.4M. The largest seller was Royal Bank of Canada, cutting an estimated $8.47M.

  • 137 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2019, up from 129 in Q1 2019.
  • Funds reported $761M of iShares ESG Aware MSCI EM ETF stock for Q2 2019, up 25% quarter-over-quarter.
  • 25 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2019 and 13 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2019 was Varma Mutual Pension Insurance Co, an estimated $57.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2019 was Royal Bank of Canada, an estimated $8.47M sold.

Based on aggregated 13F filings for Q2 2019.