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iShares ESG Aware MSCI EM ETF

512 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 147 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 147

18% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 51

1% less funds holding

Funds holding: 517512 (-5)

1.75% less ownership

Funds ownership: 70.68%68.93% (-1.7%)

8% less capital invested

Capital invested by funds: $3.28B → $3.02B (-$260M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
512
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.16%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
147
Closed
51
Calls
$252K
Puts
Net Calls
+$252K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
101
Orion Portfolio Solutions
Nebraska
$2.45M +$1.74M +54,892 +241%
Jones Financial Companies
102
Jones Financial Companies
Missouri
$2.33M -$21.4K -676 -0.9%
Principal Financial Group
103
Principal Financial Group
Iowa
$2.25M +$2.27M +71,532 New
UCFA
104
United Capital Financial Advisors
Texas
$2.21M -$5.13K -162 -0.2%
BCM
105
Becker Capital Management
Oregon
$2.19M +$2.21M +69,626 New
ACA
106
Affinity Capital Advisors
California
$2.19M +$48.1K +1,519 +2%
BF
107
BOK Financial
Oklahoma
$2.18M +$242K +7,625 +12%
OWM
108
Orgel Wealth Management
Wisconsin
$2.11M +$22.2K +702 +1%
MIS
109
Morningstar Investment Services
Illinois
$2.11M +$23.1K +730 +1%
GC
110
Garde Capital
Washington
$2.08M +$111K +3,500 +6%
QCG
111
Quadrant Capital Group
Ohio
$2.06M +$587K +18,509 +39%
AF
112
Allworth Financial
California
$1.99M +$823K +25,972 +70%
AT
113
American Trust
Kentucky
$1.93M +$1.98M +62,330 New
DAS
114
Dynamic Advisor Solutions
Arizona
$1.87M -$283K -8,934 -13%
CL
115
Choreo LLC
Illinois
$1.86M +$1.88M +59,211 New
FAAM
116
First Ascent Asset Management
Colorado
$1.83M +$108K +3,419 +6%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$1.8M +$279K +8,818 +18%
JFA
118
JNBA Financial Advisors
Minnesota
$1.79M +$168K +5,286 +10%
Amundi
119
Amundi
France
$1.77M +$261K +8,240 +17%
PWM
120
Perigon Wealth Management
California
$1.77M -$197K -6,210 -10%
MG
121
Mather Group
Illinois
$1.74M +$71.9K +2,268 +4%
BFG
122
Baron Financial Group
New Jersey
$1.73M +$43.3K +1,367 +3%
GRP
123
Global Retirement Partners
California
$1.71M +$125K +3,950 +8%
P
124
Pitcairn
Pennsylvania
$1.66M +$55.6K +1,753 +3%
WCM Investment Management
125
WCM Investment Management
California
$1.66M -$1.5M -47,262 -47%

ESGE Hedge Fund Activity: Q1 2023 in Review

512 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2023, worth a combined $3.02B — down 7.9% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ESGE positions and 51 closed out — a net gain of 9 holders — while 235 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $105M. The largest seller was Jane Street, cutting an estimated $52M.

  • 512 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2023, down from 517 in Q4 2022.
  • Funds reported $3.02B of iShares ESG Aware MSCI EM ETF stock for Q1 2023, down 7.9% quarter-over-quarter.
  • 60 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2023 and 51 closed out, a net change of +9 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $105M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2023 was Jane Street, an estimated $52M sold.

Based on aggregated 13F filings for Q1 2023.