We are live on ! Find out more
ESGE icon

iShares ESG Aware MSCI EM ETF

451 hedge funds and large institutions have $6.19B invested in iShares ESG Aware MSCI EM ETF in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 202 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

55% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 130

11% more funds holding

Funds holding: 407451 (+44)

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$419M)

7.01% less ownership

Funds ownership: 93.72%86.7% (-7%)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

Holders
451
Holders Change
+44
Holders Change %
+10.81%
% of All Funds
7.92%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.49%
New
74
Increased
202
Reduced
130
Closed
24
Calls
$5.15M
Puts
Net Calls
+$5.15M
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$13M +$4.18M +93,985 +46%
IWP
52
Icon Wealth Partners
Texas
$12.9M -$2.62M -58,838 -16%
LNB
53
Ledyard National Bank
$12.8M +$6.39M +143,607 +94%
HFA
54
High Falls Advisors
New York
$12.3M +$2.03M +45,718 +19%
Stifel Financial
55
Stifel Financial
Missouri
$12M -$221K -4,962 -2%
SW
56
SteelPeak Wealth
California
$11.9M +$12.3M +275,827 New
US Bancorp
57
US Bancorp
Minnesota
$11.9M +$4.5M +101,199 +58%
RTS
58
Round Table Services
New Jersey
$11.8M -$11.4M -255,485 -48%
SHJ
59
Sharkey, Howes & Javer
Colorado
$11.6M +$104K +2,339 +0.9%
BPB
60
Badgley, Phelps & Bell
Washington
$10.8M +$11.1M +249,515 New
Prudential Financial
61
Prudential Financial
New Jersey
$10.6M +$964K +21,677 +10%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$10.1M +$767K +17,243 +8%
MWM
63
Mission Wealth Management
California
$9.91M +$1.38M +31,083 +16%
SHIM
64
Stone House Investment Management
Pennsylvania
$9.85M
HPC
65
Hobart Private Capital
North Carolina
$9.61M -$1.13M -25,314 -10%
RJA
66
Raymond James & Associates
Florida
$9.6M +$2.66M +59,837 +37%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$9.37M +$104K +2,338 +1%
OAP
68
One Advisory Partners
Kansas
$8.93M -$2.14M -48,157 -19%
WP
69
WealthShield Partners
North Carolina
$8.87M -$386K -8,684 -4%
RC
70
RegentAtlantic Capital
New Jersey
$8.62M -$682K -15,333 -7%
FT
71
Fiduciary Trust
Massachusetts
$8.46M +$1.51M +33,958 +21%
TSA
72
Tri-Star Advisors
Texas
$8.43M -$1.88M -42,186 -18%
BRWA
73
B. Riley Wealth Advisors
Florida
$8.41M +$711K +15,998 +9%
CWS
74
Cypress Wealth Services
California
$8.37M +$203K +4,566 +2%
AWM
75
AE Wealth Management
Kansas
$8.36M -$2.5M -56,104 -23%

ESGE Hedge Fund Activity: Q1 2021 in Review

451 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2021, worth a combined $6.19B — up 7.3% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ESGE positions and 24 closed out — a net gain of 50 holders — while 202 added to existing stakes and 130 trimmed.

The largest buyer was Jane Street, adding an estimated $221M. The largest seller was Envestnet Asset Management, cutting an estimated $288M.

  • 451 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2021, up from 407 in Q4 2020.
  • Funds reported $6.19B of iShares ESG Aware MSCI EM ETF stock for Q1 2021, up 7.3% quarter-over-quarter.
  • 74 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2021 and 24 closed out, a net change of +50 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2021 was Jane Street, an estimated $221M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $288M sold.

Based on aggregated 13F filings for Q1 2021.