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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
AWM
176
Axxcess Wealth Management
California
$880K -$1.17M -35,437 -57%
RCG
177
Regatta Capital Group
California
$874K -$121K -3,680 -12%
BRWA
178
B. Riley Wealth Advisors
Florida
$860K -$72.8K -2,210 -8%
WC
179
Weil Company
California
$849K
PWA
180
Physician Wealth Advisors
Utah
$841K +$1.68K +51 +0.2%
MCWS
181
McKinley Carter Wealth Services
West Virginia
$817K -$21.5K -654 -3%
GAM
182
Gould Asset Management
California
$788K -$52.5K -1,595 -6%
HWA
183
Hilltop Wealth Advisors
North Carolina
$786K -$6.49K -197 -0.8%
Truist Financial
184
Truist Financial
North Carolina
$771K -$13.5K -411 -2%
DAS
185
Diversify Advisory Services
Utah
$746K +$136K +4,114 +24%
VCM
186
Vision Capital Management
Oregon
$742K -$31.5K -955 -4%
WLIM
187
White Lighthouse Investment Management
Massachusetts
$742K -$18.8K -572 -3%
TC
188
Trilogy Capital
California
$727K +$47.6K +1,444 +7%
EW
189
Evoke Wealth
California
$725K -$617K -18,746 -46%
G
190
GenTrust
Florida
$719K
T
191
TNF
Montana
$719K -$60.1K -1,824 -8%
PCA
192
Prosperity Capital Advisors
Ohio
$713K -$88.5K -2,688 -11%
FFN
193
Focus Financial Network
Minnesota
$712K +$9.65K +293 +1%
ACA
194
Affinity Capital Advisors
California
$712K -$369K -11,206 -35%
Marshall Wace
195
Marshall Wace
United Kingdom
$708K -$527 -16 -0.1%
GC
196
Garde Capital
Washington
$688K -$49.7K -1,510 -7%
RFA
197
RTD Financial Advisors
Pennsylvania
$683K +$37K +1,123 +6%
Natixis Advisors
198
Natixis Advisors
Massachusetts
$680K +$10.3K +312 +2%
YIH
199
Y-Intercept (HK)
Hong Kong
$667K +$248K +7,521 +61%
JPG
200
Jordan Park Group
California
$665K +$214K +6,482 +49%

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.