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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
DL
176
DOHJ LLC
Washington
$936K +$160K +5,114 +18%
LWM
177
Liberty Wealth Management
California
$931K +$91.1K +2,920 +9%
HGWM
178
Horst & Graben Wealth Management
Oregon
$926K +$61.5K +1,972 +6%
WAS
179
Wealth Advisory Solutions
Indiana
$924K +$1.04M +33,387 New
SW
180
SteelPeak Wealth
California
$919K -$53.2K -1,707 -5%
AF
181
Allworth Financial
California
$903K +$195K +6,245 +24%
RIA
182
Regal Investment Advisors
Michigan
$894K +$18K +578 +2%
BBHC
183
Brown Brothers Harriman & Co
New York
$890K
SHJ
184
Sharkey, Howes & Javer
Colorado
$885K +$31.4K +1,007 +3%
MA
185
Mutual Advisors
Nebraska
$876K +$668K +21,408 +209%
OWM
186
Orgel Wealth Management
Wisconsin
$873K -$982K -31,484 -50%
NCM
187
Neumann Capital Management
California
$867K +$25K +800 +3%
HWA
188
Hilltop Wealth Advisors
North Carolina
$864K -$11.9K -381 -1%
PFG
189
PAX Financial Group
Texas
$857K -$46K -1,474 -5%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$855K -$1.06M -33,860 -52%
AssetMark Inc
191
AssetMark Inc
California
$855K +$92.8K +2,975 +11%
MBT
192
Montecito Bank & Trust
California
$853K -$97.8K -3,135 -9%
BF
193
Brooklyn FI
New York
$845K +$912K +29,248 +2,283%
RCG
194
Regatta Capital Group
California
$844K +$4.4K +141 +0.5%
ADL
195
Asset Dedication LLC
California
$843K -$28.9K -926 -3%
MFA
196
Morling Financial Advisors
California
$823K +$24K +770 +3%
WA
197
Wealth Alliance
New York
$814K -$580K -18,578 -39%
AWA
198
Alaska Wealth Advisors
Alaska
$807K +$72.9K +2,338 +9%
HTC
199
Haverford Trust Company
Pennsylvania
$799K +$2.18K +70 +0.2%
OAP
200
One Advisory Partners
Kansas
$787K -$389K -12,466 -30%

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.