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iShares ESG Aware MSCI EM ETF
ESGE

407 hedge funds and large institutions have $5.77B invested in iShares ESG Aware MSCI EM ETF in 2020 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 242 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,946% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $244K

556% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 16

521% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 39

83% more funds holding in top 10

Funds holding in top 10: 18 → 33 (+15)

66% more capital invested

Capital invested by funds: $3.47B → $5.77B (+$2.3B)

26% more funds holding

Funds holding: 324 → 407 (+83)

0.87% more ownership

Funds ownership: 92.84% → 93.72% (+0.87%)

Holders
407
Holders Change
+83
Holders Change %
+25.62%
% of All Funds
7.2%
Holding in Top 10
33
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+83.33%
% of All Funds
0.58%
New
105
Increased
242
Reduced
39
Closed
16
Calls
$4.99M
Puts
$244K
Net Calls
+$4.75M
Net Calls Change
+$9.29M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$478M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$236M
3
Morgan Stanley
Morgan Stanley
New York
+$139M
4
LPL Financial
LPL Financial
California
+$81.5M
5
Osaic Holdings
Osaic Holdings
Arizona
+$45.3M

Top Sellers

Rank Fund Capital Flow
1
SW
SteelPeak Wealth
California
-$9.12M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$6.98M
3
PWA
Physician Wealth Advisors
Utah
-$4.39M
4
5L
55I LLC
Massachusetts
-$3.63M
5
VWA
Visionary Wealth Advisors
Illinois
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
126
Howland Capital Management
Massachusetts
$3.02M +$234K +5,995 +9%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$2.96M +$2.75M +70,573 New
TPWA
128
TRUE Private Wealth Advisors
Oregon
$2.87M -$238K -6,109 -8%
MIAN
129
Mariner Independent Advisor Network
Kansas
$2.86M +$1.81M +46,425 +213%
RSWM
130
Robertson Stephens Wealth Management
California
$2.82M +$387K +9,935 +17%
VWM
131
Venturi Wealth Management
Texas
$2.8M +$749K +19,214 +40%
CAN
132
Cetera Advisor Networks
California
$2.73M +$908K +23,285 +56%
TF
133
Tompkins Financial
New York
$2.67M +$135K +3,469 +6%
3AM
134
3EDGE Asset Management
Florida
$2.62M +$1.45M +37,074 +146%
EWM
135
Empirical Wealth Management
Washington
$2.55M +$540K +13,854 +30%
DAS
136
Dynamic Advisor Solutions
Arizona
$2.52M +$1.11M +28,515 +90%
SHGA
137
Sand Hill Global Advisors
California
$2.51M +$295K +7,556 +14%
Brown Advisory
138
Brown Advisory
Maryland
$2.5M +$1.05M +26,861 +82%
MYIA
139
Mount Yale Investment Advisors
Colorado
$2.48M +$695K +17,822 +43%
Jane Street
140
Jane Street
New York
$2.48M +$2.3M +59,071 New
MAFM
141
Mid Atlantic Financial Management
Pennsylvania
$2.37M +$88.8K +2,277 +4%
SEI Investments
142
SEI Investments
Pennsylvania
$2.2M +$903K +23,154 +79%
SC
143
Savant Capital
Illinois
$2.19M -$70.1K -1,798 -3%
Deutsche Bank
144
Deutsche Bank
Germany
$2.15M +$925K +23,716 +87%
CWM
145
Cornerstone Wealth Management
Missouri
$2M +$360K +9,225 +24%
SPC
146
Sigma Planning Corp
Michigan
$1.99M +$402K +10,312 +28%
PAG
147
Private Advisor Group
New Jersey
$1.9M +$753K +19,313 +74%
CJA
148
C-J Advisory
California
$1.85M +$73.6K +1,887 +4%
SWM
149
SigFig Wealth Management
California
$1.79M +$731K +18,762 +79%
T
150
TRUADVICE
Florida
$1.77M -$368K -9,450 -19%
4 5
6
7 8

ESGE Hedge Fund Activity: Q4 2020 in Review

407 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q4 2020, worth a combined $5.77B — up 66% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new ESGE positions and 16 closed out — a net gain of 89 holders — while 242 added to existing stakes and 39 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $478M. The largest seller was SteelPeak Wealth, exiting entirely with an estimated $9.12M sold.

  • 407 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q4 2020, up from 324 in Q3 2020.
  • Funds reported $5.77B of iShares ESG Aware MSCI EM ETF stock for Q4 2020, up 66% quarter-over-quarter.
  • 105 funds opened new iShares ESG Aware MSCI EM ETF positions in Q4 2020 and 16 closed out, a net change of +89 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $478M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q4 2020 was SteelPeak Wealth, an estimated $9.12M sold.

Based on aggregated 13F filings for Q4 2020.