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iShares ESG Aware MSCI EM ETF

451 hedge funds and large institutions have $6.19B invested in iShares ESG Aware MSCI EM ETF in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 202 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

55% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 130

11% more funds holding

Funds holding: 407451 (+44)

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$419M)

7.01% less ownership

Funds ownership: 93.72%86.7% (-7%)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

Holders
451
Holders Change
+44
Holders Change %
+10.81%
% of All Funds
7.92%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.49%
New
74
Increased
202
Reduced
130
Closed
24
Calls
$5.15M
Puts
Net Calls
+$5.15M
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
101
Highland Private Wealth Management
Washington
$5.44M +$102K +2,304 +2%
SXL
102
Summit X LLC
Missouri
$5.38M -$1.24M -27,775 -18%
LGWM
103
Litman Gregory Wealth Management
California
$5.35M +$454K +10,206 +9%
OWA
104
Outlook Wealth Advisors
Texas
$5.23M +$5.37M +120,846 New
ASN
105
Advisory Services Network
Georgia
$5.18M -$322K -7,242 -6%
LWM
106
Liberty Wealth Management
California
$4.92M
TAIM
107
TD Ameritrade Investment Management
Nebraska
$4.7M
EL
108
EQ LLC
Washington
$4.59M -$1.68M -37,839 -26%
RA
109
RFG Advisory
Alabama
$4.5M -$391K -8,797 -8%
CWM
110
Connecticut Wealth Management
Connecticut
$4.49M -$155K -3,486 -4%
SCA
111
Snowden Capital Advisors
New York
$4.42M +$411K +9,233 +10%
CAN
112
Cetera Advisor Networks
California
$4.41M +$1.64M +36,835 +57%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$4.38M -$6.13M -137,935 -58%
I
114
INVST
Indiana
$4.31M -$4.6M -103,469 -51%
MWP
115
Meridian Wealth Partners
Pennsylvania
$4.25M +$4.37M +98,242 New
NL
116
NWAM LLC
Washington
$4.18M -$43.2K -972 -1%
QCG
117
Quadrant Capital Group
Ohio
$4.09M
BHWM
118
Bay Harbor Wealth Management
Maryland
$4.02M -$668K -15,012 -14%
WF
119
Williams Financial
Vermont
$3.91M -$1.5M -33,807 -27%
MCIA
120
Mountain Capital Investment Advisors
Colorado
$3.83M -$181K -4,073 -4%
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.69M -$718K -16,134 -16%
B
122
Bailard
California
$3.68M +$544K +12,222 +17%
EWM
123
Empirical Wealth Management
Washington
$3.6M +$990K +22,262 +37%
FIA
124
Foundations Investment Advisors
Arizona
$3.43M +$2.25M +50,677 +180%
TWM
125
Tradition Wealth Management
Minnesota
$3.31M -$223K -5,005 -6%

ESGE Hedge Fund Activity: Q1 2021 in Review

451 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2021, worth a combined $6.19B — up 7.3% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ESGE positions and 24 closed out — a net gain of 50 holders — while 202 added to existing stakes and 130 trimmed.

The largest buyer was Jane Street, adding an estimated $221M. The largest seller was Envestnet Asset Management, cutting an estimated $288M.

  • 451 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2021, up from 407 in Q4 2020.
  • Funds reported $6.19B of iShares ESG Aware MSCI EM ETF stock for Q1 2021, up 7.3% quarter-over-quarter.
  • 74 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2021 and 24 closed out, a net change of +50 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2021 was Jane Street, an estimated $221M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $288M sold.

Based on aggregated 13F filings for Q1 2021.