iShares ESG Aware MSCI EM ETF
ESGE
517 hedge funds and large institutions have $3.28B invested in iShares ESG Aware MSCI EM ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 216 reducing their positions, and 80 closing their positions.
7,933% more call options, than puts
Call options by funds: $241K | Put options by funds: $3K
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
15% more capital invested
Capital invested by funds: $2.84B → $3.28B (+$433M)
0% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 80
2% less funds holding
Funds holding: 530 → 517 (-13)
5.62% less ownership
Funds ownership: 76.3% → 70.68% (-5.6%)
23% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 216
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$23.7M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$22.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$17.9M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
+$17.2M |
| 5 |
Betterment LLC
New York
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$256M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$107M |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$16.6M |
| 4 |
Morgan Stanley
New York
|
-$16.4M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$16M |
ESGE Hedge Fund Activity: Q4 2022 in Review
517 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q4 2022, worth a combined $3.28B — up 15% from $2.84B a quarter earlier.
Fund positioning in ESGE was balanced in Q4 2022: 80 funds opened new positions, 80 closed out, 167 added to existing stakes and 216 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $23.7M. The largest seller was Jane Street, cutting an estimated $256M.
- 517 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q4 2022, down from 530 in Q3 2022.
- Funds reported $3.28B of iShares ESG Aware MSCI EM ETF stock for Q4 2022, up 15% quarter-over-quarter.
- 80 funds opened new iShares ESG Aware MSCI EM ETF positions in Q4 2022 and 80 closed out, a net change of 0 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $23.7M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q4 2022 was Jane Street, an estimated $256M sold.
Based on aggregated 13F filings for Q4 2022.