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iShares ESG Aware MSCI EM ETF

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 286 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 80

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $6.19B → $6.96B (+$774M)

4% more funds holding

Funds holding: 451470 (+19)

0.34% more ownership

Funds ownership: 86.7%87.05% (+0.34%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.18%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
286
Reduced
80
Closed
23
Calls
$7.13M
Puts
Net Calls
+$7.13M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$14.9M +$2.4M +54,256 +20%
LNB
52
Ledyard National Bank
$14.7M +$1.32M +29,898 +10%
TLFA
53
True Link Financial Advisors
California
$14.6M -$1.15M -25,928 -7%
PFG
54
PAX Financial Group
Texas
$14.2M +$244K +5,505 +2%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$14M -$134K -3,024 -1%
BPB
56
Badgley, Phelps & Bell
Washington
$13.6M +$2.31M +52,153 +21%
CW
57
CreativeOne Wealth
Kansas
$13.6M +$12.3M +277,933 +1,211%
Prudential Financial
58
Prudential Financial
New Jersey
$13.2M +$2.09M +47,142 +19%
OMC
59
Old Mission Capital
Illinois
$13.2M -$3.54M -80,054 -21%
RTS
60
Round Table Services
New Jersey
$13M +$707K +15,959 +6%
KFS
61
Kelly Financial Services
Massachusetts
$12.8M +$25M +564,965 +4,796%
M&T Bank
62
M&T Bank
New York
$12.7M +$6.66M +150,312 +114%
SW
63
SteelPeak Wealth
California
$12.7M +$203K +4,595 +2%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$11.6M +$6.91M +156,036 +154%
MWM
65
Mission Wealth Management
California
$11.4M +$1.08M +24,288 +11%
WL
66
WIT LLC
District of Columbia
$11.4M +$11.2M +252,459 New
FI
67
Financial Insights
Washington
$11.1M -$1.51K -34 -0.1%
FT
68
Fiduciary Trust
Massachusetts
$11.1M +$2.2M +49,768 +25%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$10.6M +$795K +17,962 +8%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$10.3M -$220K -4,971 -2%
HPC
71
Hobart Private Capital
North Carolina
$10.1M +$80.2K +1,811 +0.8%
SHIM
72
Stone House Investment Management
Pennsylvania
$10.1M -$512K -11,559 -5%
AWM
73
AE Wealth Management
Kansas
$10M +$1.27M +28,657 +15%
CAN
74
Cetera Advisor Networks
California
$9.86M +$5.16M +116,491 +114%
CFGS
75
Concourse Financial Group Securities
Alabama
$9.84M +$1.39M +31,331 +17%

ESGE Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2021, worth a combined $6.96B — up 12% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGE positions and 23 closed out — a net gain of 24 holders — while 286 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Jane Street, cutting an estimated $221M.

  • 470 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2021, up from 451 in Q1 2021.
  • Funds reported $6.96B of iShares ESG Aware MSCI EM ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2021 and 23 closed out, a net change of +24 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $189M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2021 was Jane Street, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2021.