iShares ESG Aware MSCI EM ETF
ESGE
130 hedge funds and large institutions have $607M invested in iShares ESG Aware MSCI EM ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 15 reducing their positions, and 7 closing their positions.
314% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 7
253% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 15
127% more capital invested
Capital invested by funds: $267M → $607M (+$340M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
38.32% more ownership
Funds ownership: 63.94% → 102.26% (+38%)
18% more funds holding
Funds holding: 110 → 130 (+20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$177M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$30.1M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$20.6M |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
+$5.43M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$8M |
| 2 |
Jane Street
New York
|
-$4.14M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.01M |
| 4 |
Goldman Sachs
New York
|
-$3.63M |
| 5 |
PO
Private Ocean
San Rafael,
California
|
-$3.19M |
ESGE Hedge Fund Activity: Q1 2019 in Review
130 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2019, worth a combined $607M — up 127% from $267M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ESGE positions and 7 closed out — a net gain of 22 holders — while 53 added to existing stakes and 15 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $177M. The largest seller was Citadel Advisors, cutting an estimated $8M.
- 130 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2019, up from 110 in Q4 2018.
- Funds reported $607M of iShares ESG Aware MSCI EM ETF stock for Q1 2019, up 127% quarter-over-quarter.
- 29 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2019 and 7 closed out, a net change of +22 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $177M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q1 2019 was Citadel Advisors, an estimated $8M sold.
Based on aggregated 13F filings for Q1 2019.