We are live on ! Find out more
ESGE icon

iShares ESG Aware MSCI EM ETF

530 hedge funds and large institutions have $2.84B invested in iShares ESG Aware MSCI EM ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 194

0.74% more ownership

Funds ownership: 75.56%76.3% (+0.74%)

5% less funds holding

Funds holding: 556530 (-26)

15% less capital invested

Capital invested by funds: $3.34B → $2.84B (-$497M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

Holders
530
Holders Change
-26
Holders Change %
-4.68%
% of All Funds
9.13%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
45
Increased
217
Reduced
194
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$3.89M +$59.1K +1,896 +1%
Prudential Financial
77
Prudential Financial
New Jersey
$3.86M -$456K -14,623 -10%
TA
78
Tiedemann Advisors
New York
$3.65M +$2.27M +72,619 +123%
IPW
79
Intergy Private Wealth
Colorado
$3.6M +$2.91M +93,343 +254%
NA
80
Nottingham Advisors
New York
$3.46M +$35.6K +1,140 +0.9%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$3.4M -$8.72M -279,398 -69%
CWM
82
Connecticut Wealth Management
Connecticut
$3.24M -$111K -3,557 -3%
Citadel Advisors
83
Citadel Advisors
Florida
$3.01M -$8.61M -276,047 -72%
CFG
84
Citizens Financial Group
Rhode Island
$3M +$19.7K +632 +0.6%
IDA
85
Intelligence Driven Advisers
California
$3M -$2.02M -64,710 -38%
PFM
86
Parsec Financial Management
North Carolina
$2.94M +$831K +26,654 +34%
WWG
87
West Wealth Group
California
$2.85M +$199K +6,370 +7%
Stifel Financial
88
Stifel Financial
Missouri
$2.82M -$64.5K -2,069 -2%
EL
89
EQ LLC
Washington
$2.66M -$31.5K -1,010 -1%
IWA
90
Icon Wealth Advisors
Texas
$2.59M +$2.92M +93,700 New
Bank of New York Mellon
91
Bank of New York Mellon
New York
$2.59M +$286K +9,156 +11%
SHGA
92
Sand Hill Global Advisors
California
$2.54M -$285K -9,141 -9%
SWM
93
SigFig Wealth Management
California
$2.45M +$1.32M +42,405 +103%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$2.44M +$111K +3,568 +4%
BTI
95
Blue Trust Inc
Georgia
$2.44M -$10.1M -322,777 -81%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$2.43M -$402K -12,873 -13%
HWMA
97
Heritage Wealth Management (Arizona)
Arizona
$2.41M +$141K +4,517 +5%
SC
98
Savant Capital
Illinois
$2.4M +$40.6K +1,303 +2%
TF
99
Tompkins Financial
New York
$2.4M +$125K +4,003 +5%
SXL
100
Summit X LLC
Missouri
$2.35M -$701K -22,468 -21%

ESGE Hedge Fund Activity: Q3 2022 in Review

530 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2022, worth a combined $2.84B — down 15% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ESGE and 45 opened new positions — a net loss of 16 holders — while 194 trimmed existing stakes and 217 added.

The largest buyer was Jane Street, adding an estimated $96.4M. The largest seller was Northern Trust, cutting an estimated $27.5M.

  • 530 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2022, down from 556 in Q2 2022.
  • Funds reported $2.84B of iShares ESG Aware MSCI EM ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 45 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2022 and 61 closed out, a net change of -16 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2022 was Jane Street, an estimated $96.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2022 was Northern Trust, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2022.