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iShares ESG Aware MSCI EM ETF

493 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 166

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $2.75B → $2.92B (+$170M)

0.79% more ownership

Funds ownership: 66.76%67.55% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 494493 (-1)

Holders
493
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
207
Reduced
166
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
151
Horst & Graben Wealth Management
Oregon
$1.12M +$320K +9,730 +41%
SDWMA
152
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.12M
RW
153
REDW Wealth
New Mexico
$1.1M +$198 +6 +0%
HTC
154
Haverford Trust Company
Pennsylvania
$1.09M +$15.6K +475 +1%
Amundi
155
Amundi
France
$1.07M +$182K +5,511 +21%
MW
156
Maia Wealth
Colorado
$1.07M +$1.01M +30,721 New
MA
157
Mutual Advisors
Nebraska
$1.04M +$41.2K +1,250 +4%
BCI
158
Brinker Capital Investments
Pennsylvania
$1.03M +$2.08K +63 +0.2%
OPS
159
Orion Portfolio Solutions
Nebraska
$1.03M +$2.08K +63 +0.2%
BCM
160
Brookstone Capital Management
Illinois
$1.03M +$7.81K +237 +0.8%
SHJ
161
Sharkey, Howes & Javer
Colorado
$1.03M +$312K +9,469 +45%
OWM
162
Opes Wealth Management
California
$1.02M -$45.8K -1,390 -4%
GC
163
Grimes & Company
Massachusetts
$1.01M +$277K +8,421 +39%
SCA
164
STALEY CAPITAL ADVISERS
Pennsylvania
$1.01M
RJA
165
Raymond James & Associates
Florida
$986K -$3.4M -103,214 -78%
IFWM
166
Institute for Wealth Management
Colorado
$980K -$11.1K -338 -1%
Prudential Financial
167
Prudential Financial
New Jersey
$957K +$210K +6,374 +29%
PSA
168
Plum Street Advisors
Louisiana
$956K -$1.98K -60 -0.2%
HCM
169
Howland Capital Management
Massachusetts
$947K -$167K -5,085 -15%
KF
170
Krilogy Financial
Missouri
$932K -$135K -4,105 -13%
TC
171
Trust Company
Kansas
$928K -$31.9K -967 -3%
PA
172
Parallel Advisors
California
$910K +$35.1K +1,065 +4%
CB
173
Centennial Bank
Arkansas
$890K +$4.94K +150 +0.6%
FPAS
174
Focus Partners Advisor Solutions
Missouri
$882K +$45.2K +1,373 +6%
CAM
175
Cresset Asset Management
Illinois
$882K +$66 +2 +0%

ESGE Hedge Fund Activity: Q2 2024 in Review

493 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2024, worth a combined $2.92B — up 6.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGE positions and 40 closed out — a net gain of 4 holders — while 207 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.4M. The largest seller was Jane Street, exiting entirely with an estimated $91M sold.

  • 493 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2024, down from 494 in Q1 2024.
  • Funds reported $2.92B of iShares ESG Aware MSCI EM ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2024 and 40 closed out, a net change of +4 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2024 was Morgan Stanley, an estimated $37.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2024 was Jane Street, an estimated $91M sold.

Based on aggregated 13F filings for Q2 2024.