We are live on ! Find out more
ESGE icon

iShares ESG Aware MSCI EM ETF

567 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 321 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 114

56% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 48

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

3% more funds holding

Funds holding: 548567 (+19)

1% less capital invested

Capital invested by funds: $5.42B → $5.36B (-$53M)

3.3% less ownership

Funds ownership: 87.01%83.72% (-3.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $753K

Holders
567
Holders Change
+19
Holders Change %
+3.47%
% of All Funds
8.94%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
321
Reduced
114
Closed
48
Calls
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
126
HSBC Holdings
United Kingdom
$3.62M +$125K +3,267 +3%
SHGA
127
Sand Hill Global Advisors
California
$3.55M +$693K +18,061 +23%
MGWM
128
Marks Group Wealth Management
Minnesota
$3.47M +$1.38M +35,952 +61%
T
129
TNF
Montana
$3.38M +$738K +19,213 +24%
WA
130
Wealth Alliance
New York
$3.33M +$1.37M +35,774 +65%
DE
131
Day & Ennis
Georgia
$3.31M -$603K -15,695 -15%
LWM
132
Liberty Wealth Management
California
$3.28M +$3.43M +89,342 New
SCA
133
Snowden Capital Advisors
New York
$3.26M +$153K +3,993 +5%
I
134
INVST
Indiana
$3.23M +$466K +12,133 +14%
HCM
135
Howland Capital Management
Massachusetts
$3.12M +$489K +12,732 +18%
OPS
136
Orion Portfolio Solutions
Nebraska
$3.11M +$1.23M +32,107 +61%
HWMA
137
Heritage Wealth Management (Arizona)
Arizona
$3.03M +$3.16M +82,409 New
UCFA
138
United Capital Financial Advisors
Texas
$3M +$146K +3,813 +5%
TF
139
Tompkins Financial
New York
$2.98M +$202K +5,267 +7%
Franklin Resources
140
Franklin Resources
California
$2.98M +$2.81M +73,276 +933%
IDA
141
Intelligence Driven Advisers
California
$2.83M -$832K -21,659 -22%
PFM
142
Parsec Financial Management
North Carolina
$2.78M +$667K +17,369 +30%
CWM
143
Connecticut Wealth Management
Connecticut
$2.74M +$83.7K +2,180 +3%
BHWM
144
Bay Harbor Wealth Management
Maryland
$2.71M +$112K +2,922 +4%
GA
145
GoalVest Advisory
New York
$2.7M +$2.82M +73,464 New
RA
146
RFG Advisory
Alabama
$2.66M +$1.02M +26,590 +58%
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$2.56M -$60.7K -1,580 -2%
CCWA
148
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.54M +$204K +5,306 +8%
RIA
149
Regal Investment Advisors
Michigan
$2.44M +$563K +14,657 +28%
BFA
150
BMS Financial Advisors
South Dakota
$2.44M +$387K +10,079 +18%

ESGE Hedge Fund Activity: Q1 2022 in Review

567 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2022, worth a combined $5.36B — down 0.98% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ESGE positions and 48 closed out — a net gain of 27 holders — while 321 added to existing stakes and 114 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $263M. The largest seller was Jane Street, cutting an estimated $266M.

  • 567 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2022, up from 548 in Q4 2021.
  • Funds reported $5.36B of iShares ESG Aware MSCI EM ETF stock for Q1 2022, down 0.98% quarter-over-quarter.
  • 75 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2022 and 48 closed out, a net change of +27 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $263M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2022 was Jane Street, an estimated $266M sold.

Based on aggregated 13F filings for Q1 2022.