iShares ESG Aware MSCI EM ETF
ESGE
144 hedge funds and large institutions have $704M invested in iShares ESG Aware MSCI EM ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 12 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 24
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
5% more funds holding
Funds holding: 137 → 144 (+7)
5.47% less ownership
Funds ownership: 98.63% → 93.16% (-5.5%)
7% less capital invested
Capital invested by funds: $761M → $704M (-$56.5M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.23M |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$5.15M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$3.31M |
| 4 |
BlackRock
New York
|
+$3.27M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$60.7M |
| 2 |
Goldman Sachs
New York
|
-$14.7M |
| 3 |
Jane Street
New York
|
-$7.63M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.08M |
| 5 |
EI
Ellevest Inc
New York
|
-$787K |
ESGE Hedge Fund Activity: Q3 2019 in Review
144 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2019, worth a combined $704M — down 7.4% from $761M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new ESGE positions and 12 closed out — a net gain of 7 holders — while 64 added to existing stakes and 24 trimmed.
The largest buyer was Bank of America, adding an estimated $9.23M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $60.7M.
- 144 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2019, up from 137 in Q2 2019.
- Funds reported $704M of iShares ESG Aware MSCI EM ETF stock for Q3 2019, down 7.4% quarter-over-quarter.
- 19 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2019 and 12 closed out, a net change of +7 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2019 was Bank of America, an estimated $9.23M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q3 2019 was Varma Mutual Pension Insurance Co, an estimated $60.7M sold.
Based on aggregated 13F filings for Q3 2019.