We are live on ! Find out more
ESGE icon

iShares ESG Aware MSCI EM ETF

500 hedge funds and large institutions have $3.31B invested in iShares ESG Aware MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

14% more capital invested

Capital invested by funds: $2.92B → $3.31B (+$394M)

2.64% more ownership

Funds ownership: 67.55%70.19% (+2.6%)

1% more funds holding

Funds holding: 493500 (+7)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 175

Holders
500
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
191
Reduced
175
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
201
Prosperity Capital Advisors
Ohio
$749K -$23.8K -696 -3%
EFN
202
Equita Financial Network
Pennsylvania
$745K +$70.4K +2,063 +11%
WLIM
203
White Lighthouse Investment Management
Massachusetts
$742K -$59.8K -1,750 -8%
HWM
204
HB Wealth Management
Georgia
$742K +$103K +3,011 +17%
JPG
205
Jordan Park Group
California
$722K
GC
206
Garde Capital
Washington
$719K -$26.3K -771 -4%
BDFN
207
Bond & Devick Financial Network
Minnesota
$707K +$11.4K +334 +2%
CB
208
Commerce Bank
Missouri
$697K
WS
209
Wedbush Securities
California
$682K +$4.68K +137 +0.7%
Truist Financial
210
Truist Financial
North Carolina
$677K -$150K -4,393 -19%
SWA
211
Sax Wealth Advisors
New Jersey
$670K -$273 -8 -0%
Vontobel Holding
212
Vontobel Holding
Switzerland
$670K +$40K +1,170 +7%
MA
213
Mutual Advisors
Nebraska
$667K -$436K -12,754 -41%
ACA
214
Affinity Capital Advisors
California
$662K -$104K -3,042 -14%
PI
215
PFG Investments
New York
$658K -$6.21K -182 -1%
UFA
216
US Financial Advisors
Massachusetts
$653K -$57.7K -1,689 -9%
PWMG
217
Private Wealth Management Group
New Jersey
$653K +$46.1K +1,351 +8%
CFGS
218
Concourse Financial Group Securities
Alabama
$646K -$7.31K -214 -1%
SFP
219
Shepherd Financial Partners
Massachusetts
$645K -$45K -1,317 -7%
PIA
220
Perennial Investment Advisors
California
$637K +$22.8K +667 +4%
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$634K -$33.3K -976 -5%
RF
222
RHS Financial
California
$633K -$30.2K -883 -5%
CTC
223
Central Trust Company
Missouri
$627K -$20.7K -605 -3%
MBT
224
Montecito Bank & Trust
California
$626K -$7.21K -211 -1%
PL
225
Plancorp LLC
Missouri
$613K +$4.44K +130 +0.8%

ESGE Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2024, worth a combined $3.31B — up 14% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ESGE positions and 34 closed out — a net gain of 12 holders — while 191 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $56.8M. The largest seller was Goldman Sachs, cutting an estimated $20.9M.

  • 500 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2024, up from 493 in Q2 2024.
  • Funds reported $3.31B of iShares ESG Aware MSCI EM ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 46 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2024 and 34 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2024 was Bank of America, an estimated $56.8M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2024 was Goldman Sachs, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2024.