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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
TPWA
151
TRUE Private Wealth Advisors
Oregon
$2.42M -$31.8K -827 -1%
TA
152
Tiedemann Advisors
New York
$2.41M +$1.28M +33,271 +103%
WF
153
Williams Financial
Vermont
$2.33M +$164K +4,263 +7%
MIAN
154
Mariner Independent Advisor Network
Kansas
$2.31M +$159K +4,150 +7%
JMPWA
155
JP Morgan Private Wealth Advisors
California
$2.31M +$1.09M +28,456 +83%
GRP
156
Global Retirement Partners
California
$2.27M +$2.66M +69,175 New
MIS
157
Morningstar Investment Services
Illinois
$2.26M +$1.2M +31,304 +108%
DAS
158
Dynamic Advisor Solutions
Arizona
$2.23M -$48.8K -1,270 -2%
Schroder Investment Management Group
159
Schroder Investment Management Group
United Kingdom
$2.22M +$2.29M +59,553 New
RSWM
160
Robertson Stephens Wealth Management
California
$2.22M +$453K +11,796 +24%
OWM
161
Orgel Wealth Management
Wisconsin
$2.21M +$181K +4,703 +8%
SWM
162
SigFig Wealth Management
California
$2.14M +$832K +21,672 +45%
BCI
163
Brinker Capital Investments
Pennsylvania
$2.14M +$200K +5,218 +10%
TWM
164
Tradition Wealth Management
Minnesota
$2.13M +$494K +12,863 +28%
MHR
165
Matthew Hamilton Rosenberg
$2.11M +$177K +4,612 +9%
PWM
166
Perigon Wealth Management
California
$2.09M +$1.28M +33,334 +141%
TF
167
Trek Financial
Arizona
$2.09M +$112K +2,909 +5%
IA
168
IFP Advisors
Florida
$2.08M +$1.56M +40,655 +265%
Mariner
169
Mariner
Kansas
$2.08M +$1.05M +27,296 +93%
PWMG
170
Provence Wealth Management Group
California
$2.02M +$712K +18,552 +51%
PG
171
Prostatis Group
Maryland
$1.96M +$2.05M +53,338 New
SC
172
Savant Capital
Illinois
$1.92M +$87.9K +2,290 +5%
Cerity Partners
173
Cerity Partners
New York
$1.91M +$335K +8,725 +20%
LWP
174
Laurel Wealth Planning
Minnesota
$1.9M +$566K +14,731 +40%
KeyBank National Association
175
KeyBank National Association
Ohio
$1.9M +$77.9K +2,028 +4%

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.