We are live on ! Find out more
ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

17 hedge funds and large institutions have $24.7M invested in iShares ESG Aware MSCI EM ETF in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

89% more funds holding

Funds holding: 9 → 17 (+8)

6% less capital invested

Capital invested by funds: $26.4M → $24.7M (-$1.69M)

37.56% less ownership

Funds ownership: 123% → 85.44% (-38%)

Holders
17
Holders Change
+8
Holders Change %
+88.89%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
6
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.26M
2
Jane Street
Jane Street
New York
+$3.59M
3
Bank of America
Bank of America
North Carolina
+$657K
4
BCI
Brinker Capital Investments
Pennsylvania
+$616K
5
LGWM
Litman Gregory Wealth Management
California
+$565K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$12.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.04M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$947

ESGE Hedge Fund Activity: Q2 2017 in Review

17 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2017, worth a combined $24.7M — down 6.4% from $26.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ESGE positions and 0 closed out — a net gain of 8 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, adding an estimated $4.26M. The largest seller was BlackRock, cutting an estimated $12.6M.

  • 17 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2017, up from 9 in Q1 2017.
  • Funds reported $24.7M of iShares ESG Aware MSCI EM ETF stock for Q2 2017, down 6.4% quarter-over-quarter.
  • 8 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2017 and 0 closed out, a net change of +8 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2017 was UBS Group, an estimated $4.26M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2017 was BlackRock, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2017.