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iShares ESG Aware MSCI EM ETF

548 hedge funds and large institutions have $5.42B invested in iShares ESG Aware MSCI EM ETF in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 44

16% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 177

15% more funds holding

Funds holding: 477548 (+71)

6.94% more ownership

Funds ownership: 80.07%87.01% (+6.9%)

1% less capital invested

Capital invested by funds: $5.45B → $5.42B (-$28.6M)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $926K

Holders
548
Holders Change
+71
Holders Change %
+14.88%
% of All Funds
8.43%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.23%
New
121
Increased
205
Reduced
177
Closed
44
Calls
Puts
$926K
Net Calls
-$926K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
101
Cypress Wealth Services
California
$4.96M -$573K -13,895 -10%
AWM
102
AE Wealth Management
Kansas
$4.95M -$1.63M -39,590 -24%
OAP
103
One Advisory Partners
Kansas
$4.88M -$986K -23,926 -16%
Renaissance Technologies
104
Renaissance Technologies
New York
$4.71M +$4.89M +118,600 New
CA
105
Crumly & Associates
Illinois
$4.67M -$2.1M -50,900 -30%
GIA
106
Goodwin Investment Advisory
Georgia
$4.65M +$3.69M +89,579 +327%
SMG
107
Spectrum Management Group
Indiana
$4.59M -$1.21M -29,433 -20%
SPIA
108
Steward Partners Investment Advisory
New York
$4.57M -$342K -8,294 -7%
I
109
IMPACTfolio
Colorado
$4.52M +$4.69M +113,635 New
SXL
110
Summit X LLC
Missouri
$4.43M -$380K -9,218 -8%
AssetMark Inc
111
AssetMark Inc
California
$4.32M +$177K +4,304 +4%
NA
112
Nottingham Advisors
New York
$4.3M +$264K +6,406 +6%
DE
113
Day & Ennis
Georgia
$4.2M -$1.59M -38,574 -27%
EL
114
EQ LLC
Washington
$4.2M -$29.6K -719 -0.7%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$4.13M +$4.29M +103,975 New
CFG
116
Citizens Financial Group
Rhode Island
$4.13M +$19.1K +463 +0.4%
CA
117
Cetera Advisors
Colorado
$4.03M -$220K -5,348 -5%
SL
118
SWMG LLC
Texas
$4.01M -$340K -8,236 -8%
EH
119
Equitable Holdings
New York
$3.94M -$2.45M -59,487 -38%
IDA
120
Intelligence Driven Advisers
California
$3.92M -$168K -4,082 -4%
CS
121
Comerica Securities
Michigan
$3.9M -$825K -20,002 -17%
FIA
122
Foundations Investment Advisors
Arizona
$3.82M -$400K -9,700 -10%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$3.79M +$2.26M +54,754 +135%
BCA
124
Biltmore Capital Advisors
New Jersey
$3.75M -$1.32M -31,913 -25%
WP
125
WealthShield Partners
North Carolina
$3.56M +$112K +2,714 +3%

ESGE Hedge Fund Activity: Q4 2021 in Review

548 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q4 2021, worth a combined $5.42B — down 0.53% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new ESGE positions and 44 closed out — a net gain of 77 holders — while 205 added to existing stakes and 177 trimmed.

The largest buyer was Jane Street, adding an estimated $402M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $192M sold.

  • 548 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q4 2021, up from 477 in Q3 2021.
  • Funds reported $5.42B of iShares ESG Aware MSCI EM ETF stock for Q4 2021, down 0.53% quarter-over-quarter.
  • 121 funds opened new iShares ESG Aware MSCI EM ETF positions in Q4 2021 and 44 closed out, a net change of +77 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q4 2021 was Jane Street, an estimated $402M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2021.