We are live on ! Find out more
ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

548 hedge funds and large institutions have $5.42B invested in iShares ESG Aware MSCI EM ETF in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 44

16% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 177

15% more funds holding

Funds holding: 477 → 548 (+71)

6.94% more ownership

Funds ownership: 80.07% → 87.01% (+6.9%)

1% less capital invested

Capital invested by funds: $5.45B → $5.42B (-$28.6M)

25% less funds holding in top 10

Funds holding in top 10: 20 → 15 (-5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $926K

Holders
548
Holders Change
+71
Holders Change %
+14.88%
% of All Funds
8.43%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.23%
New
121
Increased
205
Reduced
177
Closed
44
Calls
–
Puts
$926K
Net Calls
-$926K
Net Calls Change
-$3.29M

Top Buyers

1
Jane Street
Jane Street
New York
+$402M
2
Bank of America
Bank of America
North Carolina
+$96.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$29.2M
4
PCA
Personal Capital Advisors
California
+$21.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14.8M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$192M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$132M
3
PP
Prudential plc
United Kingdom
-$130M
4
Osaic Holdings
Osaic Holdings
Arizona
-$22.9M
5
LPL Financial
LPL Financial
California
-$21.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
151
BMS Financial Advisors
South Dakota
$2.24M +$2.32M +56,352 New
OWM
152
Orgel Wealth Management
Wisconsin
$2.2M +$180K +4,364 +9%
WA
153
Wealth Alliance
New York
$2.18M -$552K -13,379 -20%
FHA
154
First Horizon Advisors
Tennessee
$2.15M -$25.3K -614 -1%
TF
155
Trek Financial
Arizona
$2.14M -$416K -10,091 -16%
BCI
156
Brinker Capital Investments
Pennsylvania
$2.11M +$259K +6,290 +13%
MHR
157
Matthew Hamilton Rosenberg
$2.1M -$23.9K -579 -1%
FCA
158
FLC Capital Advisors
California
$2.09M -$2.85M -69,147 -57%
OPS
159
Orion Portfolio Solutions
Nebraska
$2.09M +$15.8K +384 +0.7%
RIA
160
Regal Investment Advisors
Michigan
$2.06M -$172K -4,182 -7%
ACA
161
Affinity Capital Advisors
California
$2.02M +$271K +6,568 +15%
SC
162
Savant Capital
Illinois
$1.99M -$334K -8,105 -14%
QCG
163
Quadrant Capital Group
Ohio
$1.98M -$1.84M -44,597 -47%
KeyBank National Association
164
KeyBank National Association
Ohio
$1.97M +$533K +12,934 +35%
PA
165
PFG Advisors
Arizona
$1.95M -$220K -5,348 -10%
RSWM
166
Robertson Stephens Wealth Management
California
$1.93M -$658K -15,961 -25%
SWM
167
SigFig Wealth Management
California
$1.9M -$37.5K -910 -2%
PAG
168
Private Advisor Group
New Jersey
$1.88M -$1.46M -35,505 -43%
RA
169
RFG Advisory
Alabama
$1.82M -$1.81M -43,979 -49%
Citigroup
170
Citigroup
New York
$1.81M +$327K +7,938 +21%
CIAS
171
Capital Investment Advisory Services
North Carolina
$1.8M +$142K +3,455 +8%
TWM
172
Tradition Wealth Management
Minnesota
$1.8M -$361K -8,767 -16%
TCA
173
Transcend Capital Advisors
New Jersey
$1.77M -$81.3K -1,972 -4%
CWA
174
Consilio Wealth Advisors
Washington
$1.74M +$1.79M +43,465 New
Cerity Partners
175
Cerity Partners
New York
$1.72M +$424K +10,289 +31%
5 6
7
8 9

ESGE Hedge Fund Activity: Q4 2021 in Review

548 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q4 2021, worth a combined $5.42B — down 0.53% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new ESGE positions and 44 closed out — a net gain of 77 holders — while 205 added to existing stakes and 177 trimmed.

The largest buyer was Jane Street, adding an estimated $402M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $192M sold.

  • 548 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q4 2021, up from 477 in Q3 2021.
  • Funds reported $5.42B of iShares ESG Aware MSCI EM ETF stock for Q4 2021, down 0.53% quarter-over-quarter.
  • 121 funds opened new iShares ESG Aware MSCI EM ETF positions in Q4 2021 and 44 closed out, a net change of +77 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q4 2021 was Jane Street, an estimated $402M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2021.