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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
PSUF
176
People's United Financial
Connecticut
$1.89M -$655K -17,052 -25%
LNC
177
Lincoln National Corp
Pennsylvania
$1.89M +$1.51M +39,439 +331%
PAG
178
Private Advisor Group
New Jersey
$1.84M +$107K +2,783 +6%
ACA
179
Affinity Capital Advisors
California
$1.83M -$39.4K -1,025 -2%
QCG
180
Quadrant Capital Group
Ohio
$1.83M -$3.84K -100 -0.2%
FCA
181
FLC Capital Advisors
California
$1.8M -$134K -3,483 -7%
GC
182
Garde Capital
Washington
$1.76M +$763K +19,875 +71%
JFA
183
JNBA Financial Advisors
Minnesota
$1.75M +$224K +5,829 +14%
MYIA
184
Mount Yale Investment Advisors
Colorado
$1.74M +$588K +15,314 +48%
TCA
185
Transcend Capital Advisors
New Jersey
$1.74M +$101K +2,643 +6%
VWA
186
V Wealth Advisors
Kansas
$1.72M +$1.49M +38,887 +498%
BFG
187
Baron Financial Group
New Jersey
$1.67M +$113K +2,940 +7%
AWM
188
Apollon Wealth Management
South Carolina
$1.65M +$342K +8,900 +25%
PA
189
PFG Advisors
Arizona
$1.63M -$182K -4,746 -10%
KWM
190
Keebeck Wealth Management
Illinois
$1.63M +$698K +18,172 +70%
NCM
191
Northland Capital Management
Minnesota
$1.61M +$117K +3,047 +7%
KWS
192
Keystone Wealth Services
California
$1.6M +$68.4K +1,782 +4%
OCM
193
Objective Capital Management
Ohio
$1.58M
NL
194
NWAM LLC
Washington
$1.56M -$569K -14,824 -26%
OWA
195
One Wealth Advisors
California
$1.54M +$447K +11,641 +38%
VWM
196
Venturi Wealth Management
Texas
$1.52M +$502K +13,070 +46%
SWA
197
Stratos Wealth Advisors
Ohio
$1.52M +$527K +13,731 +50%
AC
198
Apella Capital
Connecticut
$1.51M +$304K +7,920 +24%
BWM
199
Baystate Wealth Management
Massachusetts
$1.51M +$145K +3,786 +10%
P
200
Pitcairn
Pennsylvania
$1.5M +$409K +10,640 +35%

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.