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iShares ESG Aware MSCI EM ETF

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 286 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 80

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $6.19B → $6.96B (+$774M)

4% more funds holding

Funds holding: 451470 (+19)

0.34% more ownership

Funds ownership: 86.7%87.05% (+0.34%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.18%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
286
Reduced
80
Closed
23
Calls
$7.13M
Puts
Net Calls
+$7.13M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$9.73M +$943K +21,300 +11%
WP
77
WealthShield Partners
North Carolina
$9.59M +$337K +7,606 +4%
OAP
78
One Advisory Partners
Kansas
$9.54M +$220K +4,965 +2%
ASN
79
Advisory Services Network
Georgia
$9.48M +$4M +90,377 +76%
TSA
80
Tri-Star Advisors
Texas
$9.1M +$465K +10,499 +5%
RJA
81
Raymond James & Associates
Florida
$9.08M -$912K -20,598 -9%
BCM
82
Brookstone Capital Management
Illinois
$8.95M +$1.31M +29,584 +17%
AAS
83
Avantax Advisory Services
Texas
$8.69M +$1.6M +36,201 +23%
VHAM
84
Van Hulzen Asset Management
California
$8.36M +$3.54K +80 +0%
AssetMark Inc
85
AssetMark Inc
California
$8.32M +$396K +8,944 +5%
SMG
86
Spectrum Management Group
Indiana
$8.22M -$92.5K -2,089 -1%
BCA
87
Biltmore Capital Advisors
New Jersey
$7.99M +$890K +20,109 +13%
CA
88
Crumly & Associates
Illinois
$7.99M +$1.25M +28,290 +19%
OWA
89
Octavia Wealth Advisors
Ohio
$7.83M +$1.34M +30,219 +21%
CS
90
Comerica Securities
Michigan
$7.82M +$540K +12,193 +8%
RC
91
RegentAtlantic Capital
New Jersey
$7.79M -$1.17M -26,423 -13%
CA
92
Cetera Advisors
Colorado
$7.77M +$809K +18,269 +12%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$7.07M +$374K +8,445 +6%
LFASL
94
Lugano Financial Advisors SA (LFA)
Switzerland
$6.81M +$483K +10,912 +8%
SL
95
SWMG LLC
Texas
$6.63M +$681K +15,383 +12%
EH
96
Equitable Holdings
New York
$6.6M +$474K +10,713 +8%
SPIA
97
Steward Partners Investment Advisory
New York
$6.55M +$507K +11,441 +9%
TAIM
98
TD Ameritrade Investment Management
Nebraska
$6.46M +$1.38M +31,144 +28%
OFG
99
Oxford Financial Group
Indiana
$6.38M -$177K -3,998 -3%
PCIG
100
Partners Capital Investment Group
Massachusetts
$6.36M

ESGE Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2021, worth a combined $6.96B — up 12% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGE positions and 23 closed out — a net gain of 24 holders — while 286 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Jane Street, cutting an estimated $221M.

  • 470 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2021, up from 451 in Q1 2021.
  • Funds reported $6.96B of iShares ESG Aware MSCI EM ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2021 and 23 closed out, a net change of +24 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $189M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2021 was Jane Street, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2021.