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iShares ESG Aware MSCI EM ETF
ESGE

30 hedge funds and large institutions have $46.4M invested in iShares ESG Aware MSCI EM ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

88% more capital invested

Capital invested by funds: $24.7M → $46.4M (+$21.7M)

76% more funds holding

Funds holding: 17 → 30 (+13)

3.58% more ownership

Funds ownership: 85.44% → 89.03% (+3.6%)

Holders
30
Holders Change
+13
Holders Change %
+76.47%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
9
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$13.5M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.83M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.71M
4
Morgan Stanley
Morgan Stanley
New York
+$924K
5
LPL Financial
LPL Financial
California
+$553K

Top Sellers

1
BlackRock
BlackRock
New York
-$6.82M
2
Jane Street
Jane Street
New York
-$1.78M
3
BCI
Brinker Capital Investments
Pennsylvania
-$460K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$18.4M +$13.5M +395,278 +292%
Citadel Advisors
2
Citadel Advisors
Florida
$6.33M +$5.71M +167,528 +1,154%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.94M +$5.83M +170,970 New
Jane Street
4
Jane Street
New York
$5.5M -$1.78M -52,334 -25%
Bank of America
5
Bank of America
North Carolina
$4.33M +$190K +5,580 +5%
LGWM
6
Litman Gregory Wealth Management
California
$1.66M +$467K +13,708 +40%
Morgan Stanley
7
Morgan Stanley
New York
$941K +$924K +27,098 New
LPL Financial
8
LPL Financial
California
$846K +$553K +16,230 +200%
BAAM
9
Baker Avenue Asset Management
California
$583K – – –
RWM
10
Ritholtz Wealth Management
New York
$384K +$377K +11,050 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$245K +$178K +5,230 +289%
HDIM
12
Hanson & Doremus Investment Management
Vermont
$214K +$210K +6,160 New
BCI
13
Brinker Capital Investments
Pennsylvania
$210K -$460K -13,486 -69%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$158K – – –
TCOV
15
Trust Company of Vermont
Vermont
$139K +$64.1K +1,880 +89%
Wells Fargo
16
Wells Fargo
California
$122K +$119K +3,500 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$83K +$81.8K +2,400 New
IA
18
IFP Advisors
Florida
$79K +$77.1K +2,260 New
FANJ
19
Financial Architects (New Jersey)
New Jersey
$69K +$40.9K +1,200 +152%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$36K +$7.5K +220 +27%
PO
21
Private Ocean
California
$26K +$25.2K +738 New
ADL
22
Asset Dedication LLC
California
$20K – – –
GRP
23
Global Retirement Partners
California
$13K +$13.9K +408 New
WTC
24
WhitTier Trust Company
Nevada
$11K +$10.9K +320 New
YWP
25
YorkBridge Wealth Partners
New York
$10K +$10.2K +300 New
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ESGE Hedge Fund Activity: Q3 2017 in Review

30 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2017, worth a combined $46.4M — up 88% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ESGE positions and 0 closed out — a net gain of 13 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, adding an estimated $13.5M. The largest seller was BlackRock, cutting an estimated $6.82M.

  • 30 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2017, up from 17 in Q2 2017.
  • Funds reported $46.4M of iShares ESG Aware MSCI EM ETF stock for Q3 2017, up 88% quarter-over-quarter.
  • 13 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2017 and 0 closed out, a net change of +13 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2017 was UBS Group, an estimated $13.5M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2017 was BlackRock, an estimated $6.82M sold.

Based on aggregated 13F filings for Q3 2017.