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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
UFA
201
US Financial Advisors
Massachusetts
$658K -$5.86K -178 -0.9%
MWM
202
Mascoma Wealth Management
New Hampshire
$654K +$34.6K +1,050 +6%
CB
203
Commerce Bank
Missouri
$642K +$4.94K +150 +0.8%
BDFN
204
Bond & Devick Financial Network
Minnesota
$640K
SFP
205
Shepherd Financial Partners
Massachusetts
$638K -$6.26K -190 -1%
Citadel Advisors
206
Citadel Advisors
Florida
$632K -$13.1M -396,905 -95%
WS
207
Wedbush Securities
California
$623K +$38.1K +1,156 +7%
RJT
208
Raymond James Trust
Florida
$620K
SWA
209
Sax Wealth Advisors
New Jersey
$618K +$607K +18,418 New
Wealth Enhancement Advisory Services
210
Wealth Enhancement Advisory Services
Minnesota
$617K +$9.22K +280 +2%
EFN
211
Equita Financial Network
Pennsylvania
$616K +$126K +3,829 +26%
PI
212
PFG Investments
New York
$612K +$37.4K +1,134 +7%
RF
213
RHS Financial
California
$612K +$86.4K +2,623 +17%
MWP
214
Meridian Wealth Partners
Pennsylvania
$609K +$41.7K +1,265 +7%
CFGS
215
Concourse Financial Group Securities
Alabama
$602K +$85.4K +2,593 +17%
CTC
216
Central Trust Company
Missouri
$598K -$11.4K -347 -2%
Franklin Resources
217
Franklin Resources
California
$592K -$521K -15,819 -47%
MBT
218
Montecito Bank & Trust
California
$583K
HWM
219
HB Wealth Management
Georgia
$582K +$93.1K +2,825 +19%
Vontobel Holding
220
Vontobel Holding
Switzerland
$578K -$132K -3,994 -19%
OFP
221
OLIO Financial Planning
Virginia
$567K
PIA
222
Perennial Investment Advisors
California
$564K +$109K +3,301 +24%
PL
223
Plancorp LLC
Missouri
$560K -$13K -394 -2%
PWMG
224
Private Wealth Management Group
New Jersey
$556K +$21.6K +655 +4%
PA
225
Parkside Advisors
California
$553K +$42.9K +1,302 +9%

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.