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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
FHA
151
First Horizon Advisors
Tennessee
$2.65M +$449K +10,140 +21%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$2.63M -$25.6M -577,561 -91%
NFG
153
Next Financial Group
Texas
$2.48M -$24.3K -548 -1%
FWP
154
Firethorn Wealth Partners
Georgia
$2.48M +$47.7K +1,077 +2%
VWM
155
Venturi Wealth Management
Texas
$2.48M +$8.81K +199 +0.4%
SWM
156
Spire Wealth Management
Virginia
$2.46M +$173K +3,903 +8%
PA
157
PFG Advisors
Arizona
$2.42M +$658K +14,860 +38%
KWM
158
Keebeck Wealth Management
Illinois
$2.42M +$457K +10,322 +24%
MAFM
159
Mid Atlantic Financial Management
Pennsylvania
$2.37M +$284K +6,420 +14%
CAM
160
Concorde Asset Management
Michigan
$2.34M +$206K +4,643 +10%
MYIA
161
Mount Yale Investment Advisors
Colorado
$2.31M +$21.3K +480 +0.9%
SC
162
Savant Capital
Illinois
$2.21M -$3.63K -82 -0.2%
OWM
163
Orgel Wealth Management
Wisconsin
$2.07M +$321K +7,249 +19%
CJA
164
C-J Advisory
California
$2.06M +$49.1K +1,109 +2%
SPC
165
Sigma Planning Corp
Michigan
$2.04M -$79.3K -1,791 -4%
BCI
166
Brinker Capital Investments
Pennsylvania
$2.03M +$476K +10,744 +31%
PFM
167
Parsec Financial Management
North Carolina
$1.99M +$289K +6,523 +17%
BWM
168
Baystate Wealth Management
Massachusetts
$1.95M +$486K +10,981 +34%
HSBC Holdings
169
HSBC Holdings
United Kingdom
$1.83M
PAMG
170
Patton Albertson Miller Group
Tennessee
$1.8M +$399K +9,004 +29%
ACA
171
Affinity Capital Advisors
California
$1.8M +$144K +3,247 +9%
LWP
172
Laurel Wealth Planning
Minnesota
$1.75M +$453K +10,226 +36%
T
173
TRUADVICE
Florida
$1.71M -$8.32K -188 -0.5%
CIAS
174
Capital Investment Advisory Services
North Carolina
$1.71M +$133K +3,000 +9%
Wealthfront Advisers
175
Wealthfront Advisers
California
$1.71M +$1.68M +37,867 New

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.