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iShares ESG Aware MSCI EM ETF

493 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 166

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $2.75B → $2.92B (+$170M)

0.79% more ownership

Funds ownership: 66.76%67.55% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 494493 (-1)

Holders
493
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
207
Reduced
166
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Avior Wealth Management
Nebraska
$3.04M -$1.74M -52,918 -37%
QC
77
Quent Capital
New York
$2.93M -$4.38K -133 -0.2%
NA
78
Nottingham Advisors
New York
$2.86M -$7.31K -222 -0.3%
Principal Financial Group
79
Principal Financial Group
Iowa
$2.81M -$578K -17,554 -17%
Comerica Bank
80
Comerica Bank
Texas
$2.72M +$112K +3,406 +4%
SPIA
81
Steward Partners Investment Advisory
New York
$2.57M +$75.6K +2,294 +3%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$2.53M +$88K +2,673 +4%
KOC
83
Koss-Olinger Consulting
Florida
$2.52M +$2.47M +75,004 New
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$2.45M +$867K +26,324 +56%
RSWM
85
Robertson Stephens Wealth Management
California
$2.45M +$150K +4,562 +7%
JFA
86
JNBA Financial Advisors
Minnesota
$2.38M +$109K +3,295 +5%
Cerity Partners
87
Cerity Partners
New York
$2.37M +$81.5K +2,475 +4%
AF
88
Allworth Financial
California
$2.35M +$90.1K +2,734 +4%
GRP
89
Global Retirement Partners
California
$2.31M +$287K +8,705 +14%
OIA
90
OneDigital Investment Advisors
Kansas
$2.29M +$1.84M +55,904 +452%
AC
91
Apella Capital
Connecticut
$2.26M +$64.4K +1,954 +3%
WCM Investment Management
92
WCM Investment Management
California
$2.16M -$745K -22,612 -26%
QCG
93
Quadrant Capital Group
Ohio
$2.12M
CWM
94
Connecticut Wealth Management
Connecticut
$2.1M +$1.37M +41,549 +197%
CL
95
Choreo LLC
Illinois
$2.1M +$76.1K +2,310 +4%
AWS
96
Atria Wealth Solutions
New York
$2.08M +$570K +17,304 +39%
BSW
97
Buckingham Strategic Wealth
Missouri
$2.08M +$96.5K +2,930 +5%
AG
98
AlTi Global
New York
$2.08M -$130K -3,935 -6%
EL
99
EQ LLC
Washington
$2.05M -$184K -5,582 -8%
ASN
100
Advisory Services Network
Georgia
$2.04M -$549K -16,653 -21%

ESGE Hedge Fund Activity: Q2 2024 in Review

493 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2024, worth a combined $2.92B — up 6.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGE positions and 40 closed out — a net gain of 4 holders — while 207 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.4M. The largest seller was Jane Street, exiting entirely with an estimated $91M sold.

  • 493 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2024, down from 494 in Q1 2024.
  • Funds reported $2.92B of iShares ESG Aware MSCI EM ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2024 and 40 closed out, a net change of +4 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2024 was Morgan Stanley, an estimated $37.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2024 was Jane Street, an estimated $91M sold.

Based on aggregated 13F filings for Q2 2024.