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iShares ESG Aware MSCI EM ETF

295 hedge funds and large institutions have $3B invested in iShares ESG Aware MSCI EM ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 50 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 50

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

60% more capital invested

Capital invested by funds: $1.87B → $3B (+$1.13B)

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

9% more funds holding

Funds holding: 270295 (+25)

1.03% less ownership

Funds ownership: 93.78%92.75% (-1%)

Holders
295
Holders Change
+25
Holders Change %
+9.26%
% of All Funds
6.05%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
61
Increased
166
Reduced
50
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
126
Integrated Wealth Concepts
Massachusetts
$1.37M +$485K +16,161 +61%
SPC
127
Sigma Planning Corp
Michigan
$1.35M +$734K +24,436 +139%
MYIA
128
Mount Yale Investment Advisors
Colorado
$1.3M +$510K +16,964 +72%
MBT
129
Montecito Bank & Trust
California
$1.29M -$266K -8,862 -18%
HIM
130
Hanlon Investment Management
New Jersey
$1.25M +$340K +11,323 +41%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$1.22M
CA
132
Cetera Advisors
Colorado
$1.2M +$368K +12,267 +49%
CAN
133
Cetera Advisor Networks
California
$1.13M +$773K +25,734 +274%
EWM
134
Empirical Wealth Management
Washington
$1.09M +$419K +13,953 +70%
KeyBank National Association
135
KeyBank National Association
Ohio
$1.04M -$41.6K -1,384 -4%
PFM
136
Parsec Financial Management
North Carolina
$1.02M +$214K +7,113 +29%
FAIM
137
Financial Advocates Investment Management
Washington
$1.02M -$83.1K -2,766 -8%
RF
138
RHS Financial
California
$995K +$230K +7,648 +33%
RJA
139
Raymond James & Associates
Florida
$961K -$1.25M -41,535 -58%
MIAN
140
Mariner Independent Advisor Network
Kansas
$959K +$227K +7,544 +34%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$959K +$829K +27,591 +1,445%
RWM
142
Ritholtz Wealth Management
New York
$957K +$104K +3,462 +13%
KP
143
Keel Point
Alabama
$929K -$8.8K -293 -1%
NNP
144
Nachman Norwood & Parrott
South Carolina
$911K +$853K +28,410 New
TCA
145
Transcend Capital Advisors
New Jersey
$885K +$829K +27,598 New
Brown Advisory
146
Brown Advisory
Maryland
$868K
AssetMark Inc
147
AssetMark Inc
California
$854K -$21.3K -709 -3%
PCG
148
Private Capital Group
Connecticut
$853K +$430K +14,302 +116%
ECM
149
ExodusPoint Capital Management
New York
$847K +$793K +26,400 New
PPP
150
Private Portfolio Partners
New Jersey
$829K +$142K +4,734 +22%

ESGE Hedge Fund Activity: Q2 2020 in Review

295 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2020, worth a combined $3B — up 60% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ESGE positions and 34 closed out — a net gain of 27 holders — while 166 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $29.4M.

  • 295 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2020, up from 270 in Q1 2020.
  • Funds reported $3B of iShares ESG Aware MSCI EM ETF stock for Q2 2020, up 60% quarter-over-quarter.
  • 61 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2020 and 34 closed out, a net change of +27 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $250M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2020 was Bank of America, an estimated $29.4M sold.

Based on aggregated 13F filings for Q2 2020.