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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
MG
151
Mather Group
Illinois
$1.22M +$313K +10,026 +29%
OCM
152
Objective Capital Management
Ohio
$1.19M +$1.56K +50 +0.1%
TSA
153
Tri-Star Advisors
Texas
$1.18M +$10.4K +333 +0.8%
T
154
TNF
Montana
$1.18M -$102K -3,285 -7%
CAN
155
Cetera Advisor Networks
California
$1.17M -$416K -13,339 -24%
Schroder Investment Management Group
156
Schroder Investment Management Group
United Kingdom
$1.13M
TLFA
157
True Link Financial Advisors
California
$1.11M -$7.01M -224,846 -85%
Mariner
158
Mariner
Kansas
$1.11M -$90.9K -2,914 -7%
PWA
159
Physician Wealth Advisors
Utah
$1.11M -$2.9K -93 -0.2%
BCM
160
Brookstone Capital Management
Illinois
$1.09M -$355K -11,375 -22%
HI
161
Harbour Investments
Wisconsin
$1.09M
AWM
162
AE Wealth Management
Kansas
$1.04M -$30.7K -985 -3%
HFA
163
High Falls Advisors
New York
$1.03M -$344K -11,039 -23%
SCA
164
STALEY CAPITAL ADVISERS
Pennsylvania
$1.02M
VIA
165
Virtus Investment Advisers
Connecticut
$1.02M +$1.15M +36,917 New
WFAG
166
Wescott Financial Advisory Group
Pennsylvania
$1.02M +$955K +30,624 +494%
Citigroup
167
Citigroup
New York
$1.02M +$66K +2,116 +6%
Deutsche Bank
168
Deutsche Bank
Germany
$1M +$84.7K +2,716 +8%
WT
169
Whittier Trust
California
$998K
CW
170
CreativeOne Wealth
Kansas
$995K +$46.8K +1,501 +4%
HPC
171
Hobart Private Capital
North Carolina
$979K -$249K -7,970 -18%
BCI
172
Brinker Capital Investments
Pennsylvania
$967K +$9.79K +314 +0.9%
FHA
173
First Horizon Advisors
Tennessee
$957K -$339K -10,866 -24%
OPS
174
Orion Portfolio Solutions
Nebraska
$942K -$134K -4,280 -11%
WLIM
175
White Lighthouse Investment Management
Massachusetts
$940K +$1.4K +45 +0.1%

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.