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iShares ESG Aware MSCI EM ETF

567 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 321 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 114

56% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 48

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

3% more funds holding

Funds holding: 548567 (+19)

1% less capital invested

Capital invested by funds: $5.42B → $5.36B (-$53M)

3.3% less ownership

Funds ownership: 87.01%83.72% (-3.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $753K

Holders
567
Holders Change
+19
Holders Change %
+3.47%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
321
Reduced
114
Closed
48
Calls
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
51
M&T Bank
New York
$12.1M +$218K +5,669 +2%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$12M -$4.57M -119,073 -27%
TLFA
53
True Link Financial Advisors
California
$11.9M -$1.65M -42,988 -12%
IWP
54
Icon Wealth Partners
Texas
$11.8M +$3.44M +89,673 +39%
Amundi
55
Amundi
France
$11.8M +$2.84M +74,063 +30%
AAS
56
Avantax Advisory Services
Texas
$11.4M +$1.94M +50,600 +19%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$11.2M +$5.13M +133,600 +78%
HNW
58
High Note Wealth
Minnesota
$11.1M -$2.08M -54,211 -15%
OWA
59
Octavia Wealth Advisors
Ohio
$10.8M +$1.25M +32,598 +12%
MD
60
Money Design
Japan
$10.6M +$11.1M +288,106 New
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$10.5M +$1.44M +37,374 +15%
AWA
62
Aaron Wealth Advisors
Illinois
$10.3M +$14.2M +368,994 +3,590%
SHJ
63
Sharkey, Howes & Javer
Colorado
$10.3M +$2.4M +62,576 +29%
BPWM
64
Badgley Phelps Wealth Managers
Washington
$10.3M +$2.81M +73,180 +35%
HFA
65
High Falls Advisors
New York
$10.2M +$2.68M +69,822 +33%
Prudential Financial
66
Prudential Financial
New Jersey
$9.39M +$1.51M +39,360 +18%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$9.15M +$3.61M +94,042 +61%
MCIA
68
Mountain Capital Investment Advisors
Colorado
$8.91M +$1.28M +33,238 +16%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$8.79M -$241K -6,280 -3%
LGWM
70
Litman Gregory Wealth Management
California
$8.13M +$196K +5,114 +2%
IWC
71
Integrated Wealth Concepts
Massachusetts
$7.63M -$3.64M -94,891 -31%
TFCP
72
Twin Focus Capital Partners
Massachusetts
$7.63M +$1.32M +34,347 +20%
RC
73
RegentAtlantic Capital
New Jersey
$7.58M +$519K +13,529 +7%
LSAG
74
Lake Street Advisors Group
New Hampshire
$7.51M -$93.1K -2,425 -1%
RJA
75
Raymond James & Associates
Florida
$7.5M +$565K +14,722 +8%

ESGE Hedge Fund Activity: Q1 2022 in Review

567 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2022, worth a combined $5.36B — down 0.98% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ESGE positions and 48 closed out — a net gain of 27 holders — while 321 added to existing stakes and 114 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $263M. The largest seller was Jane Street, cutting an estimated $266M.

  • 567 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2022, up from 548 in Q4 2021.
  • Funds reported $5.36B of iShares ESG Aware MSCI EM ETF stock for Q1 2022, down 0.98% quarter-over-quarter.
  • 75 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2022 and 48 closed out, a net change of +27 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $263M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2022 was Jane Street, an estimated $266M sold.

Based on aggregated 13F filings for Q1 2022.