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iShares ESG Aware MSCI EM ETF
ESGE

172 hedge funds and large institutions have $841M invested in iShares ESG Aware MSCI EM ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

456% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 16

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

19% more capital invested

Capital invested by funds: $704M → $841M (+$137M)

19% more funds holding

Funds holding: 145 → 172 (+27)

1.69% less ownership

Funds ownership: 93.21% → 91.51% (-1.7%)

Holders
172
Holders Change
+27
Holders Change %
+18.62%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
37
Increased
89
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.2M
2
Bank of America
Bank of America
North Carolina
+$9.41M
3
PCA
Personal Capital Advisors
California
+$7.38M
4
JP Morgan Chase
JP Morgan Chase
New York
+$5.87M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.64M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$405K
2
UBS Group
UBS Group
Switzerland
-$254K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$233K
4
KeyBank National Association
KeyBank National Association
Ohio
-$177K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$118K

ESGE Hedge Fund Activity: Q4 2019 in Review

172 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q4 2019, worth a combined $841M — up 19% from $704M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ESGE positions and 8 closed out — a net gain of 29 holders — while 89 added to existing stakes and 16 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $10.2M. The largest seller was LPL Financial, cutting an estimated $405K.

  • 172 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q4 2019, up from 145 in Q3 2019.
  • Funds reported $841M of iShares ESG Aware MSCI EM ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware MSCI EM ETF positions in Q4 2019 and 8 closed out, a net change of +29 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $10.2M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q4 2019 was LPL Financial, an estimated $405K sold.

Based on aggregated 13F filings for Q4 2019.