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iShares ESG Aware MSCI EM ETF

270 hedge funds and large institutions have $1.87B invested in iShares ESG Aware MSCI EM ETF in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

505% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 20

405% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 21

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

122% more capital invested

Capital invested by funds: $841M → $1.87B (+$1.03B)

58% more funds holding

Funds holding: 171270 (+99)

2.31% more ownership

Funds ownership: 91.47%93.78% (+2.3%)

Holders
270
Holders Change
+99
Holders Change %
+57.89%
% of All Funds
5.95%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.26%
New
121
Increased
106
Reduced
21
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$451M +$532M +16,103,926 +4,317%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$241M
Bank of America
3
Bank of America
North Carolina
$168M +$83.7M +2,535,742 +70%
PP
4
Prudential plc
United Kingdom
$79.1M +$46M +1,391,955 +93%
Morgan Stanley
5
Morgan Stanley
New York
$74.7M +$75.3M +2,281,085 +511%
LPL Financial
6
LPL Financial
California
$69.6M +$82.1M +2,487,697 +4,561%
PAS
7
Park Avenue Securities
New York
$52.5M +$62.9M +1,905,841 +16,392%
Osaic Holdings
8
Osaic Holdings
Arizona
$51.4M +$63M +1,909,429 New
UBS Group
9
UBS Group
Switzerland
$40.5M +$26.8M +811,424 +122%
PCA
10
Personal Capital Advisors
California
$39.7M +$8.23M +249,384 +21%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$36.5M +$44M +1,333,560 New
BlackRock
12
BlackRock
New York
$32.1M +$21.4M +647,374 +123%
Wells Fargo
13
Wells Fargo
California
$26M +$16.4M +496,002 +110%
Northern Trust
14
Northern Trust
Illinois
$24.9M +$29.7M +900,242 +11,253%
ECM
15
ETrade Capital Management
Virginia
$23.2M +$28M +846,731 New
Ameriprise
16
Ameriprise
Minnesota
$18.8M +$12.9M +390,843 +127%
Betterment LLC
17
Betterment LLC
New York
$18.1M +$6.18M +187,215 +40%
MML Investors Services
18
MML Investors Services
Massachusetts
$18.1M +$21M +637,269 +2,791%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$15.3M +$9.16M +277,433 +99%
WP
20
WealthSource Partners
California
$14.3M +$17M +516,340 +6,691%
Goldman Sachs
21
Goldman Sachs
New York
$11.5M +$1.61M +48,613 +13%
PFG
22
PAX Financial Group
Texas
$10.5M +$7.26M +219,944 +149%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$10.5M +$11.3M +341,385 +798%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$10.4M +$12.2M +370,574 New
Creative Planning
25
Creative Planning
Kansas
$10.1M +$2.32M +70,169 +24%

ESGE Hedge Fund Activity: Q1 2020 in Review

270 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q1 2020, worth a combined $1.87B — up 122% from $841M a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new ESGE positions and 20 closed out — a net gain of 101 holders — while 106 added to existing stakes and 21 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $532M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $62.1M sold.

  • 270 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q1 2020, up from 171 in Q4 2019.
  • Funds reported $1.87B of iShares ESG Aware MSCI EM ETF stock for Q1 2020, up 122% quarter-over-quarter.
  • 121 funds opened new iShares ESG Aware MSCI EM ETF positions in Q1 2020 and 20 closed out, a net change of +101 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $532M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q1 2020 was Varma Mutual Pension Insurance Co, an estimated $62.1M sold.

Based on aggregated 13F filings for Q1 2020.