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iShares ESG Aware MSCI EM ETF
ESGE

270 hedge funds and large institutions have $1.87B invested in iShares ESG Aware MSCI EM ETF in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 20

405% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 21

140% more funds holding in top 10

Funds holding in top 10: 5 → 12 (+7)

122% more capital invested

Capital invested by funds: $841M → $1.87B (+$1.03B)

58% more funds holding

Funds holding: 171 → 270 (+99)

2.31% more ownership

Funds ownership: 91.47% → 93.78% (+2.3%)

Holders
270
Holders Change
+99
Holders Change %
+57.89%
% of All Funds
5.95%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.26%
New
121
Increased
106
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$532M
2
Bank of America
Bank of America
North Carolina
+$83.7M
3
LPL Financial
LPL Financial
California
+$82.1M
4
Morgan Stanley
Morgan Stanley
New York
+$75.3M
5
PAS
Park Avenue Securities
New York
+$62.9M

Top Sellers

Rank Fund Capital Flow
1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$62.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.99M
3
MWM
Merriman Wealth Management
Washington
-$1.05M
4
GC
Garde Capital
Washington
-$714K
5
FWM
Frontier Wealth Management
Missouri
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Mission Wealth Management
California
$3.62M +$652K +19,744 +18%
HIM
52
HawsGoodwin Investment Management
Tennessee
$3.53M +$4.26M +129,002 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$3.26M +$1.43M +43,361 +57%
SMG
54
Spectrum Management Group
Indiana
$3.24M +$3.91M +118,535 New
SHJ
55
Sharkey, Howes & Javer
Colorado
$3.24M +$3.91M +118,450 New
FT
56
Fiduciary Trust
Massachusetts
$3.08M +$788K +23,854 +27%
HPWM
57
Highland Private Wealth Management
Washington
$3.04M +$1.36M +41,040 +59%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$3M +$3.62M +109,707 New
AF
59
Advisornet Financial
Minnesota
$2.95M +$3.54M +107,329 +23,383%
LFPWM
60
Leicht Financial Planning & Wealth Management
New Jersey
$2.95M +$3.55M +107,549 New
AWM
61
AE Wealth Management
Kansas
$2.92M +$3.53M +106,830 New
CFGS
62
Concourse Financial Group Securities
Alabama
$2.83M +$3.35M +101,500 +5,382%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$2.81M +$1.61M +48,670 +90%
SCA
64
Snowden Capital Advisors
New York
$2.76M +$3.06M +92,699 +1,156%
CS
65
Comerica Securities
Michigan
$2.71M +$3.27M +99,046 New
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$2.68M +$1.34M +40,608 +71%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$2.61M +$1.6M +48,383 +103%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.54M +$3.06M +92,715 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$2.52M -$7.99M -242,104 -72%
Truist Financial
70
Truist Financial
North Carolina
$2.51M +$1.64M +49,805 +119%
HPC
71
Hobart Private Capital
North Carolina
$2.48M +$2.99M +90,618 New
SXL
72
Summit X LLC
Missouri
$2.33M +$2.83M +85,696 New
FAAS
73
First Allied Advisory Services
California
$2.26M +$2.73M +82,618 New
BRWA
74
B. Riley Wealth Advisors
Florida
$2.22M +$2.68M +81,158 New
RA
75
RFG Advisory
Alabama
$2.21M +$2.67M +80,861 New
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3
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ESGE Hedge Fund Activity: Q1 2020 in Review

270 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2020, worth a combined $1.87B — up 122% from $841M a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new ESGE positions and 20 closed out — a net gain of 101 holders — while 106 added to existing stakes and 21 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $532M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $62.1M sold.

  • 270 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2020, up from 171 in Q4 2019.
  • Funds reported $1.87B of iShares ESG Aware MSCI EM ETF stock for Q1 2020, up 122% quarter-over-quarter.
  • 121 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2020 and 20 closed out, a net change of +101 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $532M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2020 was Varma Mutual Pension Insurance Co, an estimated $62.1M sold.

Based on aggregated 13F filings for Q1 2020.