iShares ESG Aware MSCI EM ETF
ESGE
110 hedge funds and large institutions have $267M invested in iShares ESG Aware MSCI EM ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 13 reducing their positions, and 17 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 13
65% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 17
54% more capital invested
Capital invested by funds: $173M → $267M (+$93.8M)
13.62% more ownership
Funds ownership: 50.32% → 63.94% (+14%)
10% more funds holding
Funds holding: 100 → 110 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$58.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.42M |
| 3 |
PO
Private Ocean
San Rafael,
California
|
+$5.61M |
| 4 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$4.58M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
-$1.54M |
| 2 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$1.53M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.12M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$953K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$717K |
ESGE Hedge Fund Activity: Q4 2018 in Review
110 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q4 2018, worth a combined $267M — up 54% from $173M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ESGE positions and 17 closed out — a net gain of 11 holders — while 52 added to existing stakes and 13 trimmed.
The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $58.9M. The largest seller was Rational Advisors, exiting entirely with an estimated $1.54M sold.
- 110 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q4 2018, up from 100 in Q3 2018.
- Funds reported $267M of iShares ESG Aware MSCI EM ETF stock for Q4 2018, up 54% quarter-over-quarter.
- 28 funds opened new iShares ESG Aware MSCI EM ETF positions in Q4 2018 and 17 closed out, a net change of +11 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q4 2018 was Varma Mutual Pension Insurance Co, an estimated $58.9M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q4 2018 was Rational Advisors, an estimated $1.54M sold.
Based on aggregated 13F filings for Q4 2018.