iShares ESG Aware MSCI EM ETF
ESGE
9 hedge funds and large institutions have $26.4M invested in iShares ESG Aware MSCI EM ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
38% more capital invested
Capital invested by funds: $19.1M → $26.4M (+$7.27M)
29% more funds holding
Funds holding: 7 → 9 (+2)
22.37% more ownership
Funds ownership: 100.64% → 123% (+22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.17M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.41M |
| 3 |
Jane Street
New York
|
+$737K |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$316K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$11.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MBT
Montecito Bank & Trust
Santa Barbara,
California
|
-$8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $18.4M | – | – | – |
|
|
2
Bank of America
Charlotte,
North Carolina
| $3.01M | +$2.17M | +73,134 | +292% |
|
|
3
Jane Street
New York
| $2.96M | +$737K | +24,824 | +35% |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.46M | +$1.41M | +47,492 | New |
|
|
LGWM
5
Litman Gregory Wealth Management
Larkspur,
California
| $499K | +$316K | +10,634 | +188% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $25K | – | – | – |
|
|
FANJ
7
Financial Architects (New Jersey)
Marlton,
New Jersey
| $25K | +$2.49K | +84 | +12% |
|
|
8
UBS Group
Zurich,
Switzerland
| $12K | +$11.9K | +400 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | +$9.32K | +314 | New |
|
|
MBT
10
Montecito Bank & Trust
Santa Barbara,
California
| – | -$8K | -306 | Closed |
|
ESGE Hedge Fund Activity: Q1 2017 in Review
9 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2017, worth a combined $26.4M — up 38% from $19.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ESGE positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Bank of America, adding an estimated $2.17M. The largest seller was Montecito Bank & Trust, exiting entirely with an estimated $8K sold.
- 9 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2017, up from 7 in Q4 2016.
- Funds reported $26.4M of iShares ESG Aware MSCI EM ETF stock for Q1 2017, up 38% quarter-over-quarter.
- 3 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2017 and 1 closed out, a net change of +2 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2017 was Bank of America, an estimated $2.17M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q1 2017 was Montecito Bank & Trust, an estimated $8K sold.
Based on aggregated 13F filings for Q1 2017.