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iShares ESG Aware MSCI EM ETF

556 hedge funds and large institutions have $3.34B invested in iShares ESG Aware MSCI EM ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 199 increasing their positions, 243 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 67

2% less funds holding

Funds holding: 567556 (-11)

8.16% less ownership

Funds ownership: 83.72%75.56% (-8.2%)

18% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 243

38% less capital invested

Capital invested by funds: $5.36B → $3.34B (-$2.02B)

55% less funds holding in top 10

Funds holding in top 10: 209 (-11)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $210K

Holders
556
Holders Change
-11
Holders Change %
-1.94%
% of All Funds
9.37%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.15%
New
62
Increased
199
Reduced
243
Closed
67
Calls
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$543K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
176
Whittier Trust
California
$1.17M
SB
177
Strategic Blueprint
Georgia
$1.15M +$448K +13,222 +59%
TCA
178
Transcend Capital Advisors
New Jersey
$1.14M -$412K -12,162 -26%
CCWA
179
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.13M -$1.16M -34,222 -49%
SW
180
SteelPeak Wealth
California
$1.13M -$5.68M -167,544 -83%
BCI
181
Brinker Capital Investments
Pennsylvania
$1.12M -$800K -23,605 -41%
Citigroup
182
Citigroup
New York
$1.12M -$131K -3,854 -10%
CW
183
CreativeOne Wealth
Kansas
$1.11M -$11M -323,309 -90%
TWM
184
TriaGen Wealth Management
California
$1.11M +$23.3K +687 +2%
PI
185
PFS Investments
Georgia
$1.11M -$4.34K -128 -0.4%
MG
186
Mather Group
Illinois
$1.1M +$194K +5,735 +20%
MBT
187
Montecito Bank & Trust
California
$1.1M -$8.61K -254 -0.7%
WLIM
188
White Lighthouse Investment Management
Massachusetts
$1.1M -$85.1K -2,510 -7%
HI
189
Harbour Investments
Wisconsin
$1.09M +$1.14M +33,704 New
Deutsche Bank
190
Deutsche Bank
Germany
$1.08M -$28.8K -848 -2%
RF
191
RHS Financial
California
$1.08M +$325K +9,582 +40%
CFGS
192
Concourse Financial Group Securities
Alabama
$1.08M -$3.46M -102,053 -75%
HHGA
193
Halbert Hargrove Global Advisors
California
$1.08M -$1.39K -41 -0.1%
PFG
194
PAX Financial Group
Texas
$1.05M -$5.16M -152,186 -82%
PWM
195
Perigon Wealth Management
California
$1.04M -$837K -24,689 -43%
BBHC
196
Brown Brothers Harriman & Co
New York
$1.04M
RIA
197
Regal Investment Advisors
Michigan
$1.03M -$1.18M -34,707 -52%
HWA
198
Hilltop Wealth Advisors
North Carolina
$1.02M +$91K +2,683 +9%
HGWM
199
Horst & Graben Wealth Management
Oregon
$1.02M +$515K +15,201 +93%
ADL
200
Asset Dedication LLC
California
$1.01M +$572K +16,872 +117%

ESGE Hedge Fund Activity: Q2 2022 in Review

556 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2022, worth a combined $3.34B — down 38% from $5.36B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of ESGE and 62 opened new positions — a net loss of 5 holders — while 243 trimmed existing stakes and 199 added.

The largest buyer was Jane Street, adding an estimated $186M. The largest seller was Envestnet Asset Management, cutting an estimated $709M.

  • 556 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2022, down from 567 in Q1 2022.
  • Funds reported $3.34B of iShares ESG Aware MSCI EM ETF stock for Q2 2022, down 38% quarter-over-quarter.
  • 62 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2022 and 67 closed out, a net change of -5 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2022 was Jane Street, an estimated $186M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $709M sold.

Based on aggregated 13F filings for Q2 2022.