iShares ESG Aware MSCI EM ETF
ESGE
99 hedge funds and large institutions have $172M invested in iShares ESG Aware MSCI EM ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 3 closing their positions.
833% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 3
185% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 13
34% more funds holding
Funds holding: 74 → 99 (+25)
2% less capital invested
Capital invested by funds: $176M → $172M (-$3.92M)
4.01% less ownership
Funds ownership: 54.17% → 50.16% (-4%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$8.12M |
| 3 |
Betterment LLC
New York
|
+$5.13M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.9M |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
+$1.55M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$25.8M |
| 2 |
RTS
Round Table Services
Westfield,
New Jersey
|
-$13.1M |
| 3 |
Jane Street
New York
|
-$4.41M |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$1.14M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$370K |
ESGE Hedge Fund Activity: Q3 2018 in Review
99 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2018, worth a combined $172M — down 2.2% from $176M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ESGE positions and 3 closed out — a net gain of 25 holders — while 37 added to existing stakes and 13 trimmed.
The largest buyer was Bank of America, adding an estimated $12.5M. The largest seller was UBS Group, cutting an estimated $25.8M.
- 99 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2018, up from 74 in Q2 2018.
- Funds reported $172M of iShares ESG Aware MSCI EM ETF stock for Q3 2018, down 2.2% quarter-over-quarter.
- 28 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2018 and 3 closed out, a net change of +25 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2018 was Bank of America, an estimated $12.5M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q3 2018 was UBS Group, an estimated $25.8M sold.
Based on aggregated 13F filings for Q3 2018.