We are live on ! Find out more
ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

295 hedge funds and large institutions have $3B invested in iShares ESG Aware MSCI EM ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 50 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 50

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

60% more capital invested

Capital invested by funds: $1.87B → $3B (+$1.13B)

50% more funds holding in top 10

Funds holding in top 10: 12 → 18 (+6)

9% more funds holding

Funds holding: 270 → 295 (+25)

1.03% less ownership

Funds ownership: 93.78% → 92.75% (-1%)

Holders
295
Holders Change
+25
Holders Change %
+9.26%
% of All Funds
6.05%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
61
Increased
166
Reduced
50
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$250M
2
BlackRock
BlackRock
New York
+$69.8M
3
LPL Financial
LPL Financial
California
+$52.1M
4
PP
Prudential plc
United Kingdom
+$44.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$42.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$29.4M
2
CFG
Cooper Financial Group
California
-$6.08M
3
MCIA
Mountain Capital Investment Advisors
Colorado
-$5.82M
4
NA
Nottingham Advisors
New York
-$4.25M
5
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$2.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
DE
76
Day & Ennis
Georgia
$3.57M +$1.47M +48,999 +79%
Prudential Financial
77
Prudential Financial
New Jersey
$3.5M +$1.48M +49,298 +83%
CWM
78
Connecticut Wealth Management
Connecticut
$3.5M +$596K +19,830 +27%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$3.48M -$34K -1,133 -1%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$3.4M +$318K +10,595 +11%
AAS
81
Avantax Advisory Services
Texas
$3.27M +$699K +23,264 +30%
VWA
82
Visionary Wealth Advisors
Illinois
$3.17M +$2.96M +98,656 New
LWM
83
Liberty Wealth Management
California
$3.1M +$1.02M +34,101 +55%
CAM
84
Concorde Asset Management
Michigan
$3.09M +$785K +26,137 +37%
LGWM
85
Litman Gregory Wealth Management
California
$3.06M +$489K +16,267 +21%
QCG
86
Quadrant Capital Group
Ohio
$3.03M +$2.84M +94,434 New
SCA
87
Snowden Capital Advisors
New York
$2.85M -$354K -11,784 -12%
EH
88
Equitable Holdings
New York
$2.75M +$1.37M +45,527 +114%
WI
89
WrapManager Inc
California
$2.72M +$2.55M +84,826 New
WP
90
WealthShield Partners
North Carolina
$2.68M +$934K +31,099 +59%
TA
91
Tiedemann Advisors
New York
$2.61M +$1.46M +48,534 +147%
TAIM
92
TD Ameritrade Investment Management
Nebraska
$2.6M +$247K +8,225 +11%
ASN
93
Advisory Services Network
Georgia
$2.53M +$791K +26,340 +50%
TPWA
94
TRUE Private Wealth Advisors
Oregon
$2.5M +$1.25M +41,505 +113%
BHWM
95
Bay Harbor Wealth Management
Maryland
$2.45M +$1.16M +38,477 +101%
US Bancorp
96
US Bancorp
Minnesota
$2.43M +$1.77M +58,782 +347%
Truist Financial
97
Truist Financial
North Carolina
$2.4M -$510K -16,966 -19%
Natixis Advisors
98
Natixis Advisors
Massachusetts
$2.23M +$276K +9,182 +15%
SB
99
Strategic Blueprint
Georgia
$2.09M -$366K -12,195 -16%
VWM
100
Venturi Wealth Management
Texas
$2.09M +$878K +29,216 +82%
2 3
4
5 6

ESGE Hedge Fund Activity: Q2 2020 in Review

295 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2020, worth a combined $3B — up 60% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ESGE positions and 34 closed out — a net gain of 27 holders — while 166 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $29.4M.

  • 295 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2020, up from 270 in Q1 2020.
  • Funds reported $3B of iShares ESG Aware MSCI EM ETF stock for Q2 2020, up 60% quarter-over-quarter.
  • 61 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2020 and 34 closed out, a net change of +27 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $250M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2020 was Bank of America, an estimated $29.4M sold.

Based on aggregated 13F filings for Q2 2020.