iShares ESG Aware MSCI EM ETF
ESGE
324 hedge funds and large institutions have $3.47B invested in iShares ESG Aware MSCI EM ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 161 increasing their positions, 66 reducing their positions, and 26 closing their positions.
144% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 66
123% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 26
16% more capital invested
Capital invested by funds: $3B → $3.47B (+$472M)
10% more funds holding
Funds holding: 295 → 324 (+29)
0.1% more ownership
Funds ownership: 92.75% → 92.84% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
79% less call options, than puts
Call options by funds: $1.21M | Put options by funds: $5.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$86.5M |
| 2 |
BlackRock
New York
|
+$27M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
+$17.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$14.2M |
| 5 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$45.6M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$17.3M |
| 3 |
Jane Street
New York
|
-$11.1M |
| 4 |
Morgan Stanley
New York
|
-$6.28M |
| 5 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$5.58M |
ESGE Hedge Fund Activity: Q3 2020 in Review
324 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2020, worth a combined $3.47B — up 16% from $3B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new ESGE positions and 26 closed out — a net gain of 32 holders — while 161 added to existing stakes and 66 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $86.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $45.6M sold.
- 324 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2020, up from 295 in Q2 2020.
- Funds reported $3.47B of iShares ESG Aware MSCI EM ETF stock for Q3 2020, up 16% quarter-over-quarter.
- 58 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2020 and 26 closed out, a net change of +32 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $86.5M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q3 2020 was Citadel Advisors, an estimated $45.6M sold.
Based on aggregated 13F filings for Q3 2020.