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iShares ESG Aware MSCI EM ETF

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 286 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 80

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $6.19B → $6.96B (+$774M)

4% more funds holding

Funds holding: 451470 (+19)

0.34% more ownership

Funds ownership: 86.7%87.05% (+0.34%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.18%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
286
Reduced
80
Closed
23
Calls
$7.13M
Puts
Net Calls
+$7.13M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
DE
101
Day & Ennis
Georgia
$6.25M +$383K +8,657 +7%
SXL
102
Summit X LLC
Missouri
$6.19M +$602K +13,604 +11%
WI
103
WrapManager Inc
California
$6.12M +$52.5K +1,186 +0.9%
TFCP
104
Twin Focus Capital Partners
Massachusetts
$6.07M +$4.5M +101,580 +310%
PSUF
105
People's United Financial
Connecticut
$6.01M +$244K +5,501 +4%
CWS
106
Cypress Wealth Services
California
$5.99M -$2.68M -60,605 -31%
IDA
107
Intelligence Driven Advisers
California
$5.93M -$1.23M -27,774 -17%
FCA
108
FLC Capital Advisors
California
$5.7M -$110K -2,476 -2%
HPWM
109
Highland Private Wealth Management
Washington
$5.67M -$3.81K -86 -0.1%
FIA
110
Foundations Investment Advisors
Arizona
$5.42M +$1.98M +44,765 +57%
NA
111
Nottingham Advisors
New York
$5.27M -$403K -9,108 -7%
OWA
112
Outlook Wealth Advisors
Texas
$4.95M -$499K -11,272 -9%
LWM
113
Liberty Wealth Management
California
$4.94M -$40.1K -906 -0.8%
EL
114
EQ LLC
Washington
$4.89M +$160K +3,603 +3%
AA
115
Acorns Advisers
California
$4.82M +$4.74M +107,044 New
MCIA
116
Mountain Capital Investment Advisors
Colorado
$4.78M +$1M +22,690 +26%
I
117
INVST
Indiana
$4.75M +$446K +10,071 +10%
SCA
118
Snowden Capital Advisors
New York
$4.74M +$133K +3,013 +3%
BHWM
119
Bay Harbor Wealth Management
Maryland
$4.63M +$433K +9,774 +11%
EWM
120
Empirical Wealth Management
Washington
$4.61M +$843K +19,041 +23%
RA
121
RFG Advisory
Alabama
$4.6M -$92.5K -2,089 -2%
MWP
122
Meridian Wealth Partners
Pennsylvania
$4.49M +$48.5K +1,095 +1%
SEI Investments
123
SEI Investments
Pennsylvania
$4.44M +$2.03M +45,774 +87%
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.39M +$529K +11,950 +14%
B
125
Bailard
California
$4.28M +$436K +9,857 +12%

ESGE Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2021, worth a combined $6.96B — up 12% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGE positions and 23 closed out — a net gain of 24 holders — while 286 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Jane Street, cutting an estimated $221M.

  • 470 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2021, up from 451 in Q1 2021.
  • Funds reported $6.96B of iShares ESG Aware MSCI EM ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2021 and 23 closed out, a net change of +24 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $189M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2021 was Jane Street, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2021.