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iShares ESG Aware MSCI EM ETF

567 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 321 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 114

56% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 48

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

3% more funds holding

Funds holding: 548567 (+19)

1% less capital invested

Capital invested by funds: $5.42B → $5.36B (-$53M)

3.3% less ownership

Funds ownership: 87.01%83.72% (-3.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $753K

Holders
567
Holders Change
+19
Holders Change %
+3.47%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
321
Reduced
114
Closed
48
Calls
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
TF
76
TIAA FSB
Florida
$7.45M +$7.79M +202,820 New
SW
77
SteelPeak Wealth
California
$7.44M +$1.49M +38,828 +24%
ASN
78
Advisory Services Network
Georgia
$7.09M +$433K +11,275 +6%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$6.99M +$1.06M +27,690 +17%
PFG
80
PAX Financial Group
Texas
$6.78M -$308K -8,034 -4%
I
81
IMPACTfolio
Colorado
$6.74M +$2.68M +69,815 +61%
BBVA
82
Banco Bilbao Vizcaya Argentaria
Spain
$6.61M
EWM
83
Empirical Wealth Management
Washington
$6.58M +$1.2M +31,136 +21%
PCIG
84
Partners Capital Investment Group
Massachusetts
$6.51M
BRWA
85
B. Riley Wealth Advisors
Florida
$6.49M +$805K +20,958 +13%
TAIM
86
TD Ameritrade Investment Management
Nebraska
$6.46M +$320K +8,335 +5%
HPWM
87
Highland Private Wealth Management
Washington
$6.34M -$583K -15,176 -8%
Truist Financial
88
Truist Financial
North Carolina
$6.14M -$4.08M -106,279 -39%
HPC
89
Hobart Private Capital
North Carolina
$6.09M +$950K +24,752 +18%
OFG
90
Oxford Financial Group
Indiana
$5.89M +$233K +6,077 +4%
SMG
91
Spectrum Management Group
Indiana
$5.8M +$1.63M +42,393 +37%
OAP
92
One Advisory Partners
Kansas
$5.74M +$1.29M +33,510 +27%
SEI Investments
93
SEI Investments
Pennsylvania
$5.74M +$618K +16,086 +11%
SHIM
94
Stone House Investment Management
Pennsylvania
$5.74M +$934K +24,330 +18%
VHAM
95
Van Hulzen Asset Management
California
$5.62M -$14.8K -385 -0.3%
WI
96
WrapManager Inc
California
$5.57M +$607K +15,801 +12%
KFSC
97
Keystone Financial Services (Colorado)
Colorado
$5.5M +$1.22M +31,853 +23%
SXL
98
Summit X LLC
Missouri
$5.47M +$1.45M +37,821 +34%
LFASL
99
Lugano Financial Advisors SA (LFA)
Switzerland
$5.39M -$271K -7,046 -5%
TSA
100
Tri-Star Advisors
Texas
$5.29M +$1.22M +31,790 +25%

ESGE Hedge Fund Activity: Q1 2022 in Review

567 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2022, worth a combined $5.36B — down 0.98% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ESGE positions and 48 closed out — a net gain of 27 holders — while 321 added to existing stakes and 114 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $263M. The largest seller was Jane Street, cutting an estimated $266M.

  • 567 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2022, up from 548 in Q4 2021.
  • Funds reported $5.36B of iShares ESG Aware MSCI EM ETF stock for Q1 2022, down 0.98% quarter-over-quarter.
  • 75 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2022 and 48 closed out, a net change of +27 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $263M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2022 was Jane Street, an estimated $266M sold.

Based on aggregated 13F filings for Q1 2022.