We are live on ! Find out more
ESGE icon

iShares ESG Aware MSCI EM ETF

567 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 321 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 114

56% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 48

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

3% more funds holding

Funds holding: 548567 (+19)

1% less capital invested

Capital invested by funds: $5.42B → $5.36B (-$53M)

3.3% less ownership

Funds ownership: 87.01%83.72% (-3.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $753K

Holders
567
Holders Change
+19
Holders Change %
+3.47%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
321
Reduced
114
Closed
48
Calls
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Alesco Advisors
New York
$5.16M +$415K +10,805 +8%
GIA
102
Goodwin Investment Advisory
Georgia
$5.04M +$772K +20,094 +17%
MFG
103
Merit Financial Group
Georgia
$5.01M +$5.24M +136,402 New
CFGS
104
Concourse Financial Group Securities
Alabama
$4.98M -$102K -2,654 -2%
FIA
105
Foundations Investment Advisors
Arizona
$4.96M +$1.78M +46,235 +50%
CA
106
Crumly & Associates
Illinois
$4.79M +$485K +12,620 +11%
CS
107
Comerica Securities
Michigan
$4.78M +$1.22M +31,884 +32%
SPIA
108
Steward Partners Investment Advisory
New York
$4.77M +$573K +14,912 +13%
CWS
109
Cypress Wealth Services
California
$4.68M +$102K +2,658 +2%
EH
110
Equitable Holdings
New York
$4.63M +$1.03M +26,954 +27%
LWA
111
Lineweaver Wealth Advisors
Ohio
$4.61M +$4.82M +125,642 New
BCM
112
Brookstone Capital Management
Illinois
$4.59M -$133K -3,452 -3%
OMC
113
Old Mission Capital
Illinois
$4.51M -$7.43M -193,563 -61%
AWM
114
AE Wealth Management
Kansas
$4.47M -$108K -2,815 -2%
SL
115
SWMG LLC
Texas
$4.45M +$777K +20,229 +20%
CA
116
Cetera Advisors
Colorado
$4.26M +$565K +14,703 +15%
AssetMark Inc
117
AssetMark Inc
California
$4.19M +$208K +5,406 +5%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$4.18M -$2.88M -74,995 -40%
NA
119
Nottingham Advisors
New York
$4.15M +$184K +4,788 +4%
QC
120
Quent Capital
New York
$4.13M +$1.21M +31,469 +39%
CAN
121
Cetera Advisor Networks
California
$4M -$1.82M -47,381 -30%
EL
122
EQ LLC
Washington
$3.99M +$117K +3,058 +3%
CFG
123
Citizens Financial Group
Rhode Island
$3.88M +$71.7K +1,868 +2%
B
124
Bailard
California
$3.76M +$530K +13,799 +16%
WP
125
WealthShield Partners
North Carolina
$3.7M +$427K +11,112 +12%

ESGE Hedge Fund Activity: Q1 2022 in Review

567 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2022, worth a combined $5.36B — down 0.98% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ESGE positions and 48 closed out — a net gain of 27 holders — while 321 added to existing stakes and 114 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $263M. The largest seller was Jane Street, cutting an estimated $266M.

  • 567 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2022, up from 548 in Q4 2021.
  • Funds reported $5.36B of iShares ESG Aware MSCI EM ETF stock for Q1 2022, down 0.98% quarter-over-quarter.
  • 75 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2022 and 48 closed out, a net change of +27 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $263M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2022 was Jane Street, an estimated $266M sold.

Based on aggregated 13F filings for Q1 2022.