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iShares ESG Aware MSCI EM ETF
ESGE

270 hedge funds and large institutions have $1.87B invested in iShares ESG Aware MSCI EM ETF in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 20

405% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 21

140% more funds holding in top 10

Funds holding in top 10: 5 → 12 (+7)

122% more capital invested

Capital invested by funds: $841M → $1.87B (+$1.03B)

58% more funds holding

Funds holding: 171 → 270 (+99)

2.31% more ownership

Funds ownership: 91.47% → 93.78% (+2.3%)

Holders
270
Holders Change
+99
Holders Change %
+57.89%
% of All Funds
5.95%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.26%
New
121
Increased
106
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$532M
2
Bank of America
Bank of America
North Carolina
+$83.7M
3
LPL Financial
LPL Financial
California
+$82.1M
4
Morgan Stanley
Morgan Stanley
New York
+$75.3M
5
PAS
Park Avenue Securities
New York
+$62.9M

Top Sellers

Rank Fund Capital Flow
1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$62.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.99M
3
MWM
Merriman Wealth Management
Washington
-$1.05M
4
GC
Garde Capital
Washington
-$714K
5
FWM
Frontier Wealth Management
Missouri
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
101
Horst & Graben Wealth Management
Oregon
$1.4M +$1.68M +50,977 New
MBT
102
Montecito Bank & Trust
California
$1.35M +$1.37M +41,512 +539%
Bank Julius Baer & Co
103
Bank Julius Baer & Co
Switzerland
$1.23M +$1.48M +44,950 New
CC
104
Copperleaf Capital
North Carolina
$1.18M +$1.42M +42,988 New
SPIA
105
Steward Partners Investment Advisory
New York
$1.16M +$1.29M +38,931 +1,106%
SFS
106
Sowell Financial Services
Arkansas
$1.14M +$594K +17,984 +76%
RCA
107
Rowland Carmichael Advisors
Arizona
$1.1M +$1.32M +39,900 +11,532%
EH
108
Equitable Holdings
New York
$1.1M +$1.32M +40,108 New
VFM
109
Vivid Financial Management
California
$1.05M +$373K +11,305 +42%
FWCM
110
Ferguson Wellman Capital Management
Oregon
$1.04M +$294K +8,902 +30%
HSBC Holdings
111
HSBC Holdings
United Kingdom
$1.04M – – –
BHWM
112
Bay Harbor Wealth Management
Maryland
$1.04M +$1.25M +38,005 New
SC
113
Savant Capital
Illinois
$1.01M +$395K +11,956 +48%
TPWA
114
TRUE Private Wealth Advisors
Oregon
$1M +$1.19M +36,049 +6,542%
VWM
115
Venturi Wealth Management
Texas
$980K +$1.18M +35,802 New
B
116
Bailard
California
$971K -$118K -3,561 -9%
VHAM
117
Van Hulzen Asset Management
California
$956K +$1.15M +34,929 New
KeyBank National Association
118
KeyBank National Association
Ohio
$926K -$419K -12,698 -27%
TA
119
Tiedemann Advisors
New York
$902K +$1.09M +32,972 New
FAIM
120
Financial Advocates Investment Management
Washington
$893K +$1.08M +32,624 New
CWM
121
Cornerstone Wealth Management
Missouri
$874K +$1.05M +31,946 New
PGAM
122
Princeton Global Asset Management
New Jersey
$805K +$972K +29,430 New
KP
123
Keel Point
Alabama
$801K +$7.96K +241 +0.8%
Stifel Financial
124
Stifel Financial
Missouri
$771K +$930K +28,163 New
CJA
125
C-J Advisory
California
$769K +$239K +7,228 +35%
3 4
5
6 7

ESGE Hedge Fund Activity: Q1 2020 in Review

270 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2020, worth a combined $1.87B — up 122% from $841M a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new ESGE positions and 20 closed out — a net gain of 101 holders — while 106 added to existing stakes and 21 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $532M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $62.1M sold.

  • 270 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2020, up from 171 in Q4 2019.
  • Funds reported $1.87B of iShares ESG Aware MSCI EM ETF stock for Q1 2020, up 122% quarter-over-quarter.
  • 121 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2020 and 20 closed out, a net change of +101 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $532M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2020 was Varma Mutual Pension Insurance Co, an estimated $62.1M sold.

Based on aggregated 13F filings for Q1 2020.