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iShares ESG Aware MSCI EM ETF

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 286 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 80

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $6.19B → $6.96B (+$774M)

4% more funds holding

Funds holding: 451470 (+19)

0.34% more ownership

Funds ownership: 86.7%87.05% (+0.34%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.18%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
286
Reduced
80
Closed
23
Calls
$7.13M
Puts
Net Calls
+$7.13M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
201
Strategic Blueprint
Georgia
$1.4M -$78.3K -1,769 -5%
Citigroup
202
Citigroup
New York
$1.39M +$246K +5,566 +22%
Barclays
203
Barclays
United Kingdom
$1.38M +$1.32M +29,744 +3,966%
LNWWM
204
Laird Norton Wetherby Wealth Management
California
$1.37M +$1.34M +30,344 New
JFA
205
JNBA Financial Advisors
Minnesota
$1.36M +$303K +6,840 +29%
RWM
206
Ritholtz Wealth Management
New York
$1.36M +$268K +6,056 +25%
KP
207
Keel Point
Alabama
$1.32M +$3.28K +74 +0.3%
SWA
208
Stratos Wealth Advisors
Ohio
$1.31M +$1.28M +28,962 New
AI
209
Accredited Investors
Minnesota
$1.29M +$75.6K +1,707 +6%
AWE
210
Avidian Wealth Enterprises
Texas
$1.28M -$50.5K -1,140 -4%
AWA
211
Arete Wealth Advisors
Illinois
$1.28M +$84.9K +1,917 +6%
APA
212
American Portfolios Advisors
New York
$1.27M +$73.8K +1,667 +6%
HTC
213
Haverford Trust Company
Pennsylvania
$1.26M +$182K +4,106 +17%
JMPWA
214
JP Morgan Private Wealth Advisors
California
$1.26M +$374K +8,446 +43%
SAM
215
Strategy Asset Managers
California
$1.25M +$248K +5,594 +25%
GRP
216
Global Retirement Partners
California
$1.23M +$954K +21,550 +379%
AC
217
Apella Capital
Connecticut
$1.2M +$231K +5,222 +24%
HT
218
Hefren-Tillotson
Pennsylvania
$1.19M +$958K +21,636 +309%
CTC
219
Central Trust Company
Missouri
$1.19M +$186K +4,199 +19%
AA
220
Alesco Advisors
New York
$1.17M +$46.7K +1,055 +4%
IF
221
Intrua Financial
Texas
$1.13M +$91.8K +2,072 +9%
CFG
222
Citizens Financial Group
Rhode Island
$1.13M +$52.1K +1,177 +5%
PCG
223
Private Capital Group
Connecticut
$1.11M +$319K +7,193 +41%
CG
224
Colony Group
Massachusetts
$1.11M -$288K -6,504 -21%
OPWM
225
Oxinas Partners Wealth Management
Indiana
$1.09M +$21.6K +488 +2%

ESGE Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2021, worth a combined $6.96B — up 12% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGE positions and 23 closed out — a net gain of 24 holders — while 286 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Jane Street, cutting an estimated $221M.

  • 470 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2021, up from 451 in Q1 2021.
  • Funds reported $6.96B of iShares ESG Aware MSCI EM ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2021 and 23 closed out, a net change of +24 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $189M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2021 was Jane Street, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2021.