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iShares ESG Aware MSCI EM ETF

548 hedge funds and large institutions have $5.42B invested in iShares ESG Aware MSCI EM ETF in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 44

16% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 177

15% more funds holding

Funds holding: 477548 (+71)

6.94% more ownership

Funds ownership: 80.07%87.01% (+6.9%)

1% less capital invested

Capital invested by funds: $5.45B → $5.42B (-$28.6M)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $926K

Holders
548
Holders Change
+71
Holders Change %
+14.88%
% of All Funds
8.43%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.23%
New
121
Increased
205
Reduced
177
Closed
44
Calls
Puts
$926K
Net Calls
-$926K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
51
Old Mission Capital
Illinois
$12.6M +$11.8M +285,756 +933%
IWC
52
Integrated Wealth Concepts
Massachusetts
$12M -$1.33M -32,170 -10%
FT
53
Fiduciary Trust
Massachusetts
$12M +$2.53M +61,310 +25%
AI
54
Atria Investments
North Carolina
$11.2M -$3.02M -73,213 -21%
CW
55
CreativeOne Wealth
Kansas
$10.9M +$894K +21,672 +9%
Truist Financial
56
Truist Financial
North Carolina
$10.9M -$4.06M -98,408 -26%
OWA
57
Octavia Wealth Advisors
Ohio
$10.4M +$1.82M +44,138 +20%
AAS
58
Avantax Advisory Services
Texas
$10.4M +$2.01M +48,725 +23%
Amundi
59
Amundi
France
$10.2M +$10.3M +249,893 New
Stifel Financial
60
Stifel Financial
Missouri
$9.99M -$706K -17,134 -6%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$9.91M +$1.19M +28,819 +13%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$9.77M +$228K +5,537 +2%
IWP
63
Icon Wealth Partners
Texas
$9.23M -$806K -19,558 -8%
Prudential Financial
64
Prudential Financial
New Jersey
$9.07M -$702K -17,022 -7%
MCIA
65
Mountain Capital Investment Advisors
Colorado
$8.71M +$6.11M +148,266 +225%
SHJ
66
Sharkey, Howes & Javer
Colorado
$8.69M -$856K -20,763 -9%
LGWM
67
Litman Gregory Wealth Management
California
$8.6M -$200K -4,847 -2%
HFA
68
High Falls Advisors
New York
$8.31M -$2.02M -49,036 -19%
LSAG
69
Lake Street Advisors Group
New Hampshire
$8.22M -$271K -6,572 -3%
BPWM
70
Badgley Phelps Wealth Managers
Washington
$8.21M -$4.53M -109,956 -35%
RC
71
RegentAtlantic Capital
New Jersey
$7.66M +$248K +6,026 +3%
PFG
72
PAX Financial Group
Texas
$7.66M -$1.72M -41,684 -18%
RJA
73
Raymond James & Associates
Florida
$7.53M -$1.3M -31,467 -14%
WL
74
WIT LLC
District of Columbia
$7.5M +$1.22M +29,540 +19%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$7.5M -$10.1M -245,596 -57%

ESGE Hedge Fund Activity: Q4 2021 in Review

548 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q4 2021, worth a combined $5.42B — down 0.53% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new ESGE positions and 44 closed out — a net gain of 77 holders — while 205 added to existing stakes and 177 trimmed.

The largest buyer was Jane Street, adding an estimated $402M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $192M sold.

  • 548 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q4 2021, up from 477 in Q3 2021.
  • Funds reported $5.42B of iShares ESG Aware MSCI EM ETF stock for Q4 2021, down 0.53% quarter-over-quarter.
  • 121 funds opened new iShares ESG Aware MSCI EM ETF positions in Q4 2021 and 44 closed out, a net change of +77 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q4 2021 was Jane Street, an estimated $402M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2021.