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iShares ESG Aware MSCI EM ETF

548 hedge funds and large institutions have $5.42B invested in iShares ESG Aware MSCI EM ETF in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 44

16% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 177

15% more funds holding

Funds holding: 477548 (+71)

6.94% more ownership

Funds ownership: 80.07%87.01% (+6.9%)

1% less capital invested

Capital invested by funds: $5.45B → $5.42B (-$28.6M)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $926K

Holders
548
Holders Change
+71
Holders Change %
+14.88%
% of All Funds
8.43%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.23%
New
121
Increased
205
Reduced
177
Closed
44
Calls
Puts
$926K
Net Calls
-$926K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
76
Highland Private Wealth Management
Washington
$7.46M +$1.76M +42,764 +29%
ASN
77
Advisory Services Network
Georgia
$7.23M -$190K -4,620 -2%
BBVA
78
Banco Bilbao Vizcaya Argentaria
Spain
$7.17M +$7.42M +180,000 New
PCIG
79
Partners Capital Investment Group
Massachusetts
$7.04M +$136K +3,310 +2%
TFCP
80
Twin Focus Capital Partners
Massachusetts
$6.89M +$267K +6,466 +4%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$6.83M +$7.09M +171,900 New
TAIM
82
TD Ameritrade Investment Management
Nebraska
$6.67M +$3.15M +76,481 +84%
SW
83
SteelPeak Wealth
California
$6.5M -$893K -21,670 -12%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$6.46M +$523K +12,692 +8%
CAN
85
Cetera Advisor Networks
California
$6.21M -$2.34M -56,742 -27%
BRWA
86
B. Riley Wealth Advisors
Florida
$6.19M -$854K -20,719 -12%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$6.17M -$2.63M -63,672 -29%
OFG
88
Oxford Financial Group
Indiana
$6.13M +$475K +11,521 +8%
VHAM
89
Van Hulzen Asset Management
California
$6.1M -$687K -16,674 -10%
LFASL
90
Lugano Financial Advisors SA (LFA)
Switzerland
$6.04M -$67.7K -1,642 -1%
EWM
91
Empirical Wealth Management
Washington
$5.88M +$1.24M +30,037 +25%
HPC
92
Hobart Private Capital
North Carolina
$5.61M -$1.44M -34,834 -20%
SEI Investments
93
SEI Investments
Pennsylvania
$5.59M +$450K +10,916 +8%
KFSC
94
Keystone Financial Services (Colorado)
Colorado
$5.54M +$5.75M +139,354 New
CFGS
95
Concourse Financial Group Securities
Alabama
$5.49M -$948K -22,984 -14%
WI
96
WrapManager Inc
California
$5.39M +$38.8K +941 +0.7%
SHIM
97
Stone House Investment Management
Pennsylvania
$5.25M -$3.76M -91,135 -41%
BCM
98
Brookstone Capital Management
Illinois
$5.19M -$827K -20,062 -13%
AA
99
Alesco Advisors
New York
$5.15M +$1.28M +30,961 +31%
TSA
100
Tri-Star Advisors
Texas
$5.09M -$503K -12,198 -9%

ESGE Hedge Fund Activity: Q4 2021 in Review

548 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q4 2021, worth a combined $5.42B — down 0.53% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new ESGE positions and 44 closed out — a net gain of 77 holders — while 205 added to existing stakes and 177 trimmed.

The largest buyer was Jane Street, adding an estimated $402M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $192M sold.

  • 548 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q4 2021, up from 477 in Q3 2021.
  • Funds reported $5.42B of iShares ESG Aware MSCI EM ETF stock for Q4 2021, down 0.53% quarter-over-quarter.
  • 121 funds opened new iShares ESG Aware MSCI EM ETF positions in Q4 2021 and 44 closed out, a net change of +77 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q4 2021 was Jane Street, an estimated $402M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2021.