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iShares ESG Aware MSCI EM ETF

493 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 166

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $2.75B → $2.92B (+$170M)

0.79% more ownership

Funds ownership: 66.76%67.55% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 494493 (-1)

Holders
493
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
207
Reduced
166
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
Ally Invest Advisors
North Carolina
$5.45M +$255K +7,746 +5%
OFG
52
Oxford Financial Group
Indiana
$5.27M -$16.2K -491 -0.3%
AA
53
Alesco Advisors
New York
$5.23M -$292K -8,855 -5%
MG
54
Mather Group
Illinois
$5.12M +$842K +25,570 +19%
IPW
55
Intergy Private Wealth
Colorado
$5.02M +$34.8K +1,058 +0.7%
SHGA
56
Sand Hill Global Advisors
California
$5.02M +$16.1K +489 +0.3%
PCA
57
Pallas Capital Advisors
Massachusetts
$5.01M -$321K -9,758 -6%
LWP
58
Laurel Wealth Planning
Minnesota
$4.7M -$21.5K -654 -0.5%
MWM
59
Modera Wealth Management
New Jersey
$4.7M -$103K -3,140 -2%
WI
60
WrapManager Inc
California
$4.6M +$105K +3,186 +2%
DL
61
DOHJ LLC
Washington
$4.26M +$589K +17,871 +16%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$4.08M +$1.23M +37,289 +44%
AAS
63
Avantax Advisory Services
Texas
$3.77M -$34.3K -1,040 -0.9%
LSAG
64
Lake Street Advisors Group
New Hampshire
$3.76M +$30.7K +931 +0.8%
Brown Advisory
65
Brown Advisory
Maryland
$3.62M -$23.8K -723 -0.7%
Citigroup
66
Citigroup
New York
$3.55M +$188K +5,704 +6%
Osaic Holdings
67
Osaic Holdings
Arizona
$3.53M -$171K -5,187 -5%
GM
68
GeoWealth Management
Illinois
$3.44M -$64.8K -1,966 -2%
LGWM
69
Litman Gregory Wealth Management
California
$3.44M -$1.56M -47,355 -32%
B
70
Bailard
California
$3.43M -$980K -29,749 -23%
EWA
71
EP Wealth Advisors
California
$3.25M +$3.19M +96,914 New
SC
72
Savant Capital
Illinois
$3.2M +$14.6K +443 +0.5%
3AM
73
3EDGE Asset Management
Florida
$3.09M -$30.9K -938 -1%
MIS
74
Morningstar Investment Services
Illinois
$3.08M +$439K +13,342 +17%
DAS
75
Dynamic Advisor Solutions
Arizona
$3.08M -$145K -4,406 -5%

ESGE Hedge Fund Activity: Q2 2024 in Review

493 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2024, worth a combined $2.92B — up 6.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGE positions and 40 closed out — a net gain of 4 holders — while 207 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.4M. The largest seller was Jane Street, exiting entirely with an estimated $91M sold.

  • 493 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2024, down from 494 in Q1 2024.
  • Funds reported $2.92B of iShares ESG Aware MSCI EM ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2024 and 40 closed out, a net change of +4 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2024 was Morgan Stanley, an estimated $37.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2024 was Jane Street, an estimated $91M sold.

Based on aggregated 13F filings for Q2 2024.