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iShares ESG Aware MSCI EM ETF

451 hedge funds and large institutions have $6.19B invested in iShares ESG Aware MSCI EM ETF in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 202 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

55% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 130

11% more funds holding

Funds holding: 407451 (+44)

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$419M)

7.01% less ownership

Funds ownership: 93.72%86.7% (-7%)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

Holders
451
Holders Change
+44
Holders Change %
+10.81%
% of All Funds
7.92%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.49%
New
74
Increased
202
Reduced
130
Closed
24
Calls
$5.15M
Puts
Net Calls
+$5.15M
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$8.08M -$2.43M -54,721 -23%
VHAM
77
Van Hulzen Asset Management
California
$8.01M -$1.8M -40,372 -18%
SMG
78
Spectrum Management Group
Indiana
$7.98M -$1.67M -37,609 -17%
AssetMark Inc
79
AssetMark Inc
California
$7.59M -$1.3M -29,276 -14%
BCM
80
Brookstone Capital Management
Illinois
$7.54M -$389K -8,752 -5%
CS
81
Comerica Securities
Michigan
$6.98M -$2.01M -45,121 -22%
IDA
82
Intelligence Driven Advisers
California
$6.89M -$95.2K -2,140 -1%
BCA
83
Biltmore Capital Advisors
New Jersey
$6.79M +$932K +20,952 +15%
AAS
84
Avantax Advisory Services
Texas
$6.76M +$703K +15,802 +11%
CA
85
Cetera Advisors
Colorado
$6.66M +$93.3K +2,099 +1%
CA
86
Crumly & Associates
Illinois
$6.43M +$519K +11,676 +9%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$6.42M -$70.6K -1,588 -1%
OFG
88
Oxford Financial Group
Indiana
$6.3M -$59.1K -1,328 -0.9%
OWA
89
Octavia Wealth Advisors
Ohio
$6.21M +$2.24M +50,363 +54%
PCIG
90
Partners Capital Investment Group
Massachusetts
$6.1M +$6.26M +140,805 New
LFASL
91
Lugano Financial Advisors SA (LFA)
Switzerland
$6.07M +$46.6K +1,048 +0.8%
EH
92
Equitable Holdings
New York
$5.87M -$835K -18,782 -12%
WI
93
WrapManager Inc
California
$5.82M -$444K -9,985 -7%
SPIA
94
Steward Partners Investment Advisory
New York
$5.79M -$1.36M -30,670 -19%
M&T Bank
95
M&T Bank
New York
$5.71M +$4.27M +96,073 +269%
SL
96
SWMG LLC
Texas
$5.69M +$2.67K +60 +0%
DE
97
Day & Ennis
Georgia
$5.63M -$175K -3,944 -3%
FCA
98
FLC Capital Advisors
California
$5.57M -$1.37M -30,842 -19%
PSUF
99
People's United Financial
Connecticut
$5.53M +$1.88M +42,334 +50%
NA
100
Nottingham Advisors
New York
$5.45M +$1.71M +38,411 +44%

ESGE Hedge Fund Activity: Q1 2021 in Review

451 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2021, worth a combined $6.19B — up 7.3% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ESGE positions and 24 closed out — a net gain of 50 holders — while 202 added to existing stakes and 130 trimmed.

The largest buyer was Jane Street, adding an estimated $221M. The largest seller was Envestnet Asset Management, cutting an estimated $288M.

  • 451 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2021, up from 407 in Q4 2020.
  • Funds reported $6.19B of iShares ESG Aware MSCI EM ETF stock for Q1 2021, up 7.3% quarter-over-quarter.
  • 74 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2021 and 24 closed out, a net change of +50 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2021 was Jane Street, an estimated $221M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $288M sold.

Based on aggregated 13F filings for Q1 2021.