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iShares ESG Aware MSCI EM ETF

451 hedge funds and large institutions have $6.19B invested in iShares ESG Aware MSCI EM ETF in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 202 increasing their positions, 130 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 24

55% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 130

11% more funds holding

Funds holding: 407451 (+44)

7% more capital invested

Capital invested by funds: $5.77B → $6.19B (+$419M)

7.01% less ownership

Funds ownership: 93.72%86.7% (-7%)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

Holders
451
Holders Change
+44
Holders Change %
+10.81%
% of All Funds
7.92%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.49%
New
74
Increased
202
Reduced
130
Closed
24
Calls
$5.15M
Puts
Net Calls
+$5.15M
Net Calls Change
+$402K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
126
Howland Capital Management
Massachusetts
$3.17M +$64K +1,438 +2%
Renaissance Technologies
127
Renaissance Technologies
New York
$3.16M +$3.03M +68,200 +1,421%
TF
128
Trek Financial
Arizona
$3.06M -$734K -16,503 -19%
AWA
129
Arkadios Wealth Advisors
Georgia
$3.01M -$746K -16,766 -19%
Allianz Asset Management
130
Allianz Asset Management
Germany
$2.9M +$2.98M +66,917 New
DAS
131
Dynamic Advisor Solutions
Arizona
$2.9M +$302K +6,780 +11%
WI
132
Wintrust Investments
Illinois
$2.87M +$2.95M +66,232 New
TPWA
133
TRUE Private Wealth Advisors
Oregon
$2.86M -$99K -2,226 -3%
HWMA
134
Heritage Wealth Management (Arizona)
Arizona
$2.83M +$2.91M +65,336 New
RSWM
135
Robertson Stephens Wealth Management
California
$2.81M -$93.7K -2,107 -3%
TF
136
Tompkins Financial
New York
$2.79M +$37.1K +835 +1%
PAG
137
Private Advisor Group
New Jersey
$2.79M +$850K +19,120 +42%
SHGA
138
Sand Hill Global Advisors
California
$2.76M +$175K +3,927 +7%
TCA
139
Transcend Capital Advisors
New Jersey
$2.63M -$3.66M -82,409 -58%
Brown Advisory
140
Brown Advisory
Maryland
$2.58M
NFG
141
Next Financial Group
Texas
$2.41M +$1.58M +35,524 +177%
VWM
142
Venturi Wealth Management
Texas
$2.37M -$534K -12,016 -18%
FWP
143
Firethorn Wealth Partners
Georgia
$2.34M -$864K -19,439 -26%
SWM
144
Spire Wealth Management
Virginia
$2.21M +$2.27M +50,977 New
SEI Investments
145
SEI Investments
Pennsylvania
$2.2M
MYIA
146
Mount Yale Investment Advisors
Colorado
$2.19M -$378K -8,501 -14%
3AM
147
3EDGE Asset Management
Florida
$2.18M -$540K -12,142 -19%
SWM
148
SigFig Wealth Management
California
$2.16M +$320K +7,190 +17%
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.14M +$630K +14,173 +40%
SC
150
Savant Capital
Illinois
$2.12M -$136K -3,059 -6%

ESGE Hedge Fund Activity: Q1 2021 in Review

451 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2021, worth a combined $6.19B — up 7.3% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ESGE positions and 24 closed out — a net gain of 50 holders — while 202 added to existing stakes and 130 trimmed.

The largest buyer was Jane Street, adding an estimated $221M. The largest seller was Envestnet Asset Management, cutting an estimated $288M.

  • 451 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2021, up from 407 in Q4 2020.
  • Funds reported $6.19B of iShares ESG Aware MSCI EM ETF stock for Q1 2021, up 7.3% quarter-over-quarter.
  • 74 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2021 and 24 closed out, a net change of +50 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2021 was Jane Street, an estimated $221M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $288M sold.

Based on aggregated 13F filings for Q1 2021.