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iShares ESG Aware MSCI EM ETF

530 hedge funds and large institutions have $2.84B invested in iShares ESG Aware MSCI EM ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 217 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 194

0.74% more ownership

Funds ownership: 75.56%76.3% (+0.74%)

5% less funds holding

Funds holding: 556530 (-26)

15% less capital invested

Capital invested by funds: $3.34B → $2.84B (-$497M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

Holders
530
Holders Change
-26
Holders Change %
-4.68%
% of All Funds
9.13%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
45
Increased
217
Reduced
194
Closed
61
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
126
WealthShield Partners
North Carolina
$1.69M -$91.1K -2,922 -5%
LNC
127
Lincoln National Corp
Pennsylvania
$1.62M -$569K -18,239 -24%
SB
128
Strategic Blueprint
Georgia
$1.61M +$707K +22,657 +64%
LSAG
129
Lake Street Advisors Group
New Hampshire
$1.53M -$4.47M -143,362 -72%
KeyBank National Association
130
KeyBank National Association
Ohio
$1.49M +$132K +4,231 +9%
MGWM
131
Marks Group Wealth Management
Minnesota
$1.49M +$33.3K +1,069 +2%
BFG
132
Baron Financial Group
New Jersey
$1.47M +$71.9K +2,305 +5%
FAAM
133
First Ascent Asset Management
Colorado
$1.46M +$309K +9,919 +23%
Cerity Partners
134
Cerity Partners
New York
$1.45M +$327K +10,484 +25%
EH
135
Equitable Holdings
New York
$1.43M -$8.55K -274 -0.5%
FFN
136
Focus Financial Network
Minnesota
$1.39M +$651K +20,875 +71%
P
137
Pitcairn
Pennsylvania
$1.37M +$17K +544 +1%
Renaissance Technologies
138
Renaissance Technologies
New York
$1.36M -$2.23M -71,400 -59%
BRWA
139
B. Riley Wealth Advisors
Florida
$1.36M -$6.86K -220 -0.4%
BF
140
BOK Financial
Oklahoma
$1.36M +$177K +5,684 +13%
JFA
141
JNBA Financial Advisors
Minnesota
$1.35M +$17.5K +560 +1%
AC
142
Apella Capital
Connecticut
$1.35M +$258K +8,277 +20%
MFG
143
Merit Financial Group
Georgia
$1.35M -$4.28M -137,195 -74%
KWM
144
Keebeck Wealth Management
Illinois
$1.33M +$277K +8,895 +23%
Amundi
145
Amundi
France
$1.31M -$8.07M -258,803 -85%
SMG
146
Spectrum Management Group
Indiana
$1.27M +$213K +6,822 +17%
I
147
INVST
Indiana
$1.25M +$16.7K +535 +1%
BWM
148
Baystate Wealth Management
Massachusetts
$1.25M +$127K +4,075 +10%
QCG
149
Quadrant Capital Group
Ohio
$1.24M -$72K -2,307 -5%
MHR
150
Matthew Hamilton Rosenberg
$1.22M -$513K -16,456 -27%

ESGE Hedge Fund Activity: Q3 2022 in Review

530 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2022, worth a combined $2.84B — down 15% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of ESGE and 45 opened new positions — a net loss of 16 holders — while 194 trimmed existing stakes and 217 added.

The largest buyer was Jane Street, adding an estimated $96.4M. The largest seller was Northern Trust, cutting an estimated $27.5M.

  • 530 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2022, down from 556 in Q2 2022.
  • Funds reported $2.84B of iShares ESG Aware MSCI EM ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 45 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2022 and 61 closed out, a net change of -16 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2022 was Jane Street, an estimated $96.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2022 was Northern Trust, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2022.