iShares ESG Aware MSCI EM ETF
ESGE
137 hedge funds and large institutions have $762M invested in iShares ESG Aware MSCI EM ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 21 reducing their positions, and 14 closing their positions.
214% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 21
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
26% more capital invested
Capital invested by funds: $607M → $762M (+$155M)
5% more funds holding
Funds holding: 130 → 137 (+7)
3.63% less ownership
Funds ownership: 102.26% → 98.63% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$57.4M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$50.4M |
| 3 |
Goldman Sachs
New York
|
+$23.5M |
| 4 |
Jane Street
New York
|
+$7.58M |
| 5 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.47M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.13M |
| 3 |
RWM
Raffa Wealth Management
Washington,
District of Columbia
|
-$580K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$562K |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$343K |
ESGE Hedge Fund Activity: Q2 2019 in Review
137 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2019, worth a combined $762M — up 26% from $607M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ESGE positions and 14 closed out — a net gain of 11 holders — while 66 added to existing stakes and 21 trimmed.
The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $57.4M. The largest seller was Royal Bank of Canada, cutting an estimated $8.47M.
- 137 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2019, up from 130 in Q1 2019.
- Funds reported $762M of iShares ESG Aware MSCI EM ETF stock for Q2 2019, up 26% quarter-over-quarter.
- 25 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2019 and 14 closed out, a net change of +11 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2019 was Varma Mutual Pension Insurance Co, an estimated $57.4M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q2 2019 was Royal Bank of Canada, an estimated $8.47M sold.
Based on aggregated 13F filings for Q2 2019.