iShares ESG Aware MSCI EM ETF
ESGE
74 hedge funds and large institutions have $176M invested in iShares ESG Aware MSCI EM ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 1 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
209% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 11
21% more funds holding
Funds holding: 61 → 74 (+13)
12% more capital invested
Capital invested by funds: $158M → $176M (+$18.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
52.81% less ownership
Funds ownership: 107.03% → 54.22% (-53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.9M |
| 3 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$4.92M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$3.28M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.78M |
| 2 |
LPL Financial
San Diego,
California
|
-$701K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$202K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$135K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$38K |
ESGE Hedge Fund Activity: Q2 2018 in Review
74 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2018, worth a combined $176M — up 12% from $158M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ESGE positions and 1 closed out — a net gain of 13 holders — while 34 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was Jane Street, cutting an estimated $5.78M.
- 74 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2018, up from 61 in Q1 2018.
- Funds reported $176M of iShares ESG Aware MSCI EM ETF stock for Q2 2018, up 12% quarter-over-quarter.
- 14 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2018 and 1 closed out, a net change of +13 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2018 was Bank of America, an estimated $15.4M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q2 2018 was Jane Street, an estimated $5.78M sold.
Based on aggregated 13F filings for Q2 2018.