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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
SL
201
SWMG LLC
Texas
$780K +$880K +28,203 New
MYIA
202
Mount Yale Investment Advisors
Colorado
$778K +$165K +5,281 +23%
AWM
203
Axxcess Wealth Management
California
$777K -$69.7K -2,235 -7%
TSS
204
Two Sigma Securities
New York
$777K +$875K +28,067 New
RZH
205
Relyea Zuckerberg Hanson
Connecticut
$776K +$218K +7,004 +33%
JFG
206
JMG Financial Group
Illinois
$774K +$150K +4,821 +21%
CC
207
Copperleaf Capital
North Carolina
$763K +$860K +27,584 New
BEC
208
Blue Edge Capital
Virginia
$762K -$110K -3,516 -11%
FCA
209
FLC Capital Advisors
California
$761K -$573K -18,368 -40%
CFGS
210
Concourse Financial Group Securities
Alabama
$760K -$185K -5,938 -18%
WEG
211
World Equity Group
Illinois
$757K +$124K +3,977 +17%
FWP
212
Firethorn Wealth Partners
Georgia
$755K -$1.22K -39 -0.1%
TF
213
Trek Financial
Arizona
$728K +$18.4K +590 +2%
CG
214
Colony Group
Massachusetts
$726K -$465K -14,917 -36%
HHGA
215
Halbert Hargrove Global Advisors
California
$723K -$225K -7,220 -22%
CA
216
Cetera Advisors
Colorado
$719K +$87.5K +2,804 +12%
DE
217
Day & Ennis
Georgia
$717K -$104K -3,325 -11%
SWG
218
Summit Wealth Group
Vermont
$715K +$90.8K +2,910 +13%
AF
219
Advisornet Financial
Minnesota
$711K +$81.5K +2,614 +11%
AF
220
Affiance Financial
Minnesota
$710K +$42.7K +1,370 +6%
TC
221
Trust Company
Kansas
$708K +$182K +5,846 +30%
OBWP
222
O'Brien Wealth Partners
Massachusetts
$708K +$799K +25,604 New
AllianceBernstein
223
AllianceBernstein
Tennessee
$702K -$57K -1,826 -7%
SL
224
Sentinus LLC
Illinois
$695K +$754K +24,158 New
IFWM
225
Institute for Wealth Management
Colorado
$690K +$42.9K +1,375 +6%

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.