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iShares ESG Aware MSCI EM ETF
ESGE

270 hedge funds and large institutions have $1.87B invested in iShares ESG Aware MSCI EM ETF in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 20

405% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 21

140% more funds holding in top 10

Funds holding in top 10: 5 → 12 (+7)

122% more capital invested

Capital invested by funds: $841M → $1.87B (+$1.03B)

58% more funds holding

Funds holding: 171 → 270 (+99)

2.31% more ownership

Funds ownership: 91.47% → 93.78% (+2.3%)

Holders
270
Holders Change
+99
Holders Change %
+57.89%
% of All Funds
5.95%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.26%
New
121
Increased
106
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$532M
2
Bank of America
Bank of America
North Carolina
+$83.7M
3
LPL Financial
LPL Financial
California
+$82.1M
4
Morgan Stanley
Morgan Stanley
New York
+$75.3M
5
PAS
Park Avenue Securities
New York
+$62.9M

Top Sellers

Rank Fund Capital Flow
1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$62.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.99M
3
MWM
Merriman Wealth Management
Washington
-$1.05M
4
GC
Garde Capital
Washington
-$714K
5
FWM
Frontier Wealth Management
Missouri
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
76
Litman Gregory Wealth Management
California
$2.17M -$102K -3,090 -4%
AAS
77
Avantax Advisory Services
Texas
$2.15M +$2.59M +78,570 New
SB
78
Strategic Blueprint
Georgia
$2.11M +$2.55M +77,210 New
WLIM
79
White Lighthouse Investment Management
Massachusetts
$2.01M +$778K +23,556 +47%
TAIM
80
TD Ameritrade Investment Management
Nebraska
$1.99M +$465K +14,078 +24%
CWM
81
Connecticut Wealth Management
Connecticut
$1.99M – – –
RJA
82
Raymond James & Associates
Florida
$1.96M +$2.36M +71,498 New
CWS
83
Cypress Wealth Services
California
$1.93M +$2.33M +70,422 New
CAM
84
Concorde Asset Management
Michigan
$1.92M +$2.31M +70,068 New
WI
85
Wintrust Investments
Illinois
$1.84M +$2.22M +67,223 New
C1AG
86
Client 1st Advisory Group
Florida
$1.79M +$2.16M +65,314 New
HCM
87
Howland Capital Management
Massachusetts
$1.79M +$158K +4,770 +8%
SMG
88
Smart Money Group
Texas
$1.77M +$2.09M +63,415 New
LWM
89
Liberty Wealth Management
California
$1.72M +$2.03M +61,596 +7,837%
DE
90
Day & Ennis
Georgia
$1.71M +$2.06M +62,398 New
Natixis Advisors
91
Natixis Advisors
Massachusetts
$1.66M +$149K +4,522 +8%
Prudential Financial
92
Prudential Financial
New Jersey
$1.63M +$1.97M +59,702 New
BWP
93
Bernardo Wealth Planning
Pennsylvania
$1.62M +$1.96M +59,297 New
TF
94
Tompkins Financial
New York
$1.61M +$47.4K +1,435 +3%
I
95
INVST
Indiana
$1.58M +$1.99M +60,251 New
SS
96
Simplicity Solutions
Minnesota
$1.54M +$1.86M +56,249 New
ASN
97
Advisory Services Network
Georgia
$1.44M +$1.03M +31,219 +146%
WP
98
WealthShield Partners
North Carolina
$1.44M +$1.74M +52,567 New
TF
99
Trek Financial
Arizona
$1.42M +$1.71M +51,853 New
PSUF
100
People's United Financial
Connecticut
$1.41M +$1.1M +33,338 +185%
2 3
4
5 6

ESGE Hedge Fund Activity: Q1 2020 in Review

270 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2020, worth a combined $1.87B — up 122% from $841M a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new ESGE positions and 20 closed out — a net gain of 101 holders — while 106 added to existing stakes and 21 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $532M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $62.1M sold.

  • 270 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2020, up from 171 in Q4 2019.
  • Funds reported $1.87B of iShares ESG Aware MSCI EM ETF stock for Q1 2020, up 122% quarter-over-quarter.
  • 121 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2020 and 20 closed out, a net change of +101 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $532M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2020 was Varma Mutual Pension Insurance Co, an estimated $62.1M sold.

Based on aggregated 13F filings for Q1 2020.