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iShares ESG Aware MSCI EM ETF

493 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 166

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $2.75B → $2.92B (+$170M)

0.79% more ownership

Funds ownership: 66.76%67.55% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 494493 (-1)

Holders
493
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
207
Reduced
166
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
101
AssetMark Inc
California
$2M +$503K +15,271 +34%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$1.97M +$185K +5,612 +11%
BF
103
BOK Financial
Oklahoma
$1.96M +$1.25K +38 +0.1%
BPA
104
Beacon Pointe Advisors
California
$1.96M -$108K -3,276 -5%
UCFA
105
United Capital Financial Advisors
Texas
$1.96M +$484K +14,681 +34%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$1.94M +$45.7K +1,386 +2%
NA
107
NewEdge Advisors
Louisiana
$1.92M +$218K +6,613 +13%
Stifel Financial
108
Stifel Financial
Missouri
$1.91M -$3.85K -117 -0.2%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$1.91M +$1.42M +43,106 +314%
OWA
110
One Wealth Advisors
California
$1.89M +$573K +17,387 +44%
SA
111
Sanctuary Advisors
Indiana
$1.82M +$1.86M +56,515 New
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$1.79M +$460K +13,967 +36%
IWC
113
Integrated Wealth Concepts
Massachusetts
$1.73M +$24.6K +748 +1%
ADL
114
Asset Dedication LLC
California
$1.72M +$9.39K +285 +0.6%
WFAG
115
Wescott Financial Advisory Group
Pennsylvania
$1.72M +$107K +3,263 +7%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$1.71M +$34.8K +1,055 +2%
BMC
117
Bear Mountain Capital
Washington
$1.69M +$58.5K +1,775 +4%
BFG
118
Baron Financial Group
New Jersey
$1.64M -$137K -4,145 -8%
HI
119
Harbour Investments
Wisconsin
$1.63M +$74.1K +2,251 +5%
AF
120
Affiance Financial
Minnesota
$1.63M +$193K +5,858 +14%
KeyBank National Association
121
KeyBank National Association
Ohio
$1.58M +$124K +3,774 +9%
P
122
Pitcairn
Pennsylvania
$1.58M -$17K -515 -1%
WP
123
WealthShield Partners
North Carolina
$1.57M +$29.7K +902 +2%
BCM
124
Becker Capital Management
Oregon
$1.56M -$9.88K -300 -0.6%
MGIA
125
Moneta Group Investment Advisors
Missouri
$1.54M +$332K +10,083 +28%

ESGE Hedge Fund Activity: Q2 2024 in Review

493 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2024, worth a combined $2.92B — up 6.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGE positions and 40 closed out — a net gain of 4 holders — while 207 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.4M. The largest seller was Jane Street, exiting entirely with an estimated $91M sold.

  • 493 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2024, down from 494 in Q1 2024.
  • Funds reported $2.92B of iShares ESG Aware MSCI EM ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2024 and 40 closed out, a net change of +4 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2024 was Morgan Stanley, an estimated $37.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2024 was Jane Street, an estimated $91M sold.

Based on aggregated 13F filings for Q2 2024.