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iShares ESG Aware MSCI EM ETF

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 286 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 80

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $6.19B → $6.96B (+$774M)

4% more funds holding

Funds holding: 451470 (+19)

0.34% more ownership

Funds ownership: 86.7%87.05% (+0.34%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.18%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
286
Reduced
80
Closed
23
Calls
$7.13M
Puts
Net Calls
+$7.13M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
126
Quadrant Capital Group
Ohio
$4.26M
WF
127
Williams Financial
Vermont
$4.25M +$168K +3,802 +4%
NL
128
NWAM LLC
Washington
$4.02M -$336K -7,579 -8%
VAS
129
Vestmark Advisory Solutions
Massachusetts
$3.94M +$3.58M +80,956 +1,277%
TWM
130
Tradition Wealth Management
Minnesota
$3.56M +$101K +2,270 +3%
HWMA
131
Heritage Wealth Management (Arizona)
Arizona
$3.56M +$595K +13,429 +21%
TPWA
132
TRUE Private Wealth Advisors
Oregon
$3.55M +$557K +12,578 +19%
TF
133
Trek Financial
Arizona
$3.55M +$354K +7,987 +11%
RSWM
134
Robertson Stephens Wealth Management
California
$3.54M +$592K +13,377 +21%
MA
135
Mutual Advisors
Nebraska
$3.51M +$2.83M +63,897 +459%
RIA
136
Regal Investment Advisors
Michigan
$3.48M +$3.41M +77,063 New
HCM
137
Howland Capital Management
Massachusetts
$3.42M +$110K +2,477 +3%
WA
138
Wealth Alliance
New York
$3.28M +$1.64M +37,006 +104%
MIAN
139
Mariner Independent Advisor Network
Kansas
$3.23M +$1.23M +27,863 +64%
CWM
140
Connecticut Wealth Management
Connecticut
$3.21M -$820K -18,528 -21%
AWA
141
Arkadios Wealth Advisors
Georgia
$3.17M +$28.3K +639 +0.9%
UCFA
142
United Capital Financial Advisors
Texas
$3.17M +$2.81M +63,460 +952%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$3.13M +$2.02M +45,619 +192%
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.13M +$887K +20,022 +41%
DAS
145
Dynamic Advisor Solutions
Arizona
$3.06M +$40.2K +908 +1%
TCA
146
Transcend Capital Advisors
New Jersey
$3.02M +$268K +6,054 +10%
Allianz Asset Management
147
Allianz Asset Management
Germany
$3.02M
SHGA
148
Sand Hill Global Advisors
California
$2.99M +$117K +2,645 +4%
SWM
149
SigFig Wealth Management
California
$2.98M +$714K +16,128 +32%
PAG
150
Private Advisor Group
New Jersey
$2.73M -$168K -3,804 -6%

ESGE Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2021, worth a combined $6.96B — up 12% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGE positions and 23 closed out — a net gain of 24 holders — while 286 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Jane Street, cutting an estimated $221M.

  • 470 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2021, up from 451 in Q1 2021.
  • Funds reported $6.96B of iShares ESG Aware MSCI EM ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2021 and 23 closed out, a net change of +24 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $189M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2021 was Jane Street, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2021.