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iShares ESG Aware MSCI EM ETF

530 hedge funds and large institutions have $2.84B invested in iShares ESG Aware MSCI EM ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 194

0.74% more ownership

Funds ownership: 75.56%76.3% (+0.74%)

5% less funds holding

Funds holding: 556530 (-26)

15% less capital invested

Capital invested by funds: $3.34B → $2.84B (-$497M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

Holders
530
Holders Change
-26
Holders Change %
-4.68%
% of All Funds
9.13%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
45
Increased
217
Reduced
194
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
101
Snowden Capital Advisors
New York
$2.3M -$439K -14,077 -14%
GIA
102
Goodwin Investment Advisory
Georgia
$2.3M -$1.45M -46,623 -36%
HCM
103
Howland Capital Management
Massachusetts
$2.29M -$191K -6,124 -7%
ASN
104
Advisory Services Network
Georgia
$2.27M -$221K -7,100 -8%
Franklin Resources
105
Franklin Resources
California
$2.27M +$189K +6,045 +8%
AI
106
Atria Investments
North Carolina
$2.24M -$247K -7,916 -9%
IA
107
IFP Advisors
Florida
$2.19M +$83.1K +2,663 +5%
UCFA
108
United Capital Financial Advisors
Texas
$2.17M -$261K -8,367 -10%
AL
109
Aspiriant LLC
California
$2.16M +$643K +20,625 +36%
OWA
110
One Wealth Advisors
California
$2.1M -$1.18M -37,818 -33%
APW
111
Austin Private Wealth
Texas
$2.03M +$326K +10,435 +17%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$1.93M -$196K -6,289 -8%
VHAM
113
Van Hulzen Asset Management
California
$1.92M -$202K -6,488 -9%
SPIA
114
Steward Partners Investment Advisory
New York
$1.92M -$486K -15,573 -18%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$1.87M -$98.7K -3,163 -4%
JMPWA
116
JP Morgan Private Wealth Advisors
California
$1.87M -$12.3K -395 -0.6%
DAS
117
Dynamic Advisor Solutions
Arizona
$1.85M -$91.7K -2,940 -4%
CWS
118
Cypress Wealth Services
California
$1.83M -$521K -16,692 -20%
GC
119
Garde Capital
Washington
$1.83M +$464K +14,876 +29%
ACA
120
Affinity Capital Advisors
California
$1.82M +$153K +4,898 +8%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$1.81M -$775K -24,848 -27%
LWP
122
Laurel Wealth Planning
Minnesota
$1.81M +$251K +8,038 +14%
PWM
123
Perigon Wealth Management
California
$1.78M +$1M +32,092 +99%
MIS
124
Morningstar Investment Services
Illinois
$1.77M +$62.8K +2,012 +3%
GRP
125
Global Retirement Partners
California
$1.77M -$124K -3,981 -6%

ESGE Hedge Fund Activity: Q3 2022 in Review

530 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2022, worth a combined $2.84B — down 15% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ESGE and 45 opened new positions — a net loss of 16 holders — while 194 trimmed existing stakes and 217 added.

The largest buyer was Jane Street, adding an estimated $96.4M. The largest seller was Northern Trust, cutting an estimated $27.5M.

  • 530 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2022, down from 556 in Q2 2022.
  • Funds reported $2.84B of iShares ESG Aware MSCI EM ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 45 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2022 and 61 closed out, a net change of -16 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2022 was Jane Street, an estimated $96.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2022 was Northern Trust, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2022.