iShares ESG Aware MSCI EM ETF
ESGE
296 hedge funds and large institutions have $3B invested in iShares ESG Aware MSCI EM ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 167 increasing their positions, 50 reducing their positions, and 34 closing their positions.
234% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 50
79% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 34
60% more capital invested
Capital invested by funds: $1.87B → $3B (+$1.13B)
50% more funds holding in top 10
Funds holding in top 10: 12 → 18 (+6)
9% more funds holding
Funds holding: 271 → 296 (+25)
1.05% less ownership
Funds ownership: 93.8% → 92.75% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$250M |
| 2 |
BlackRock
New York
|
+$69.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$52.1M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
+$44.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$42.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$29.4M |
| 2 |
CFG
Cooper Financial Group
Irvine,
California
|
-$6.08M |
| 3 |
MCIA
Mountain Capital Investment Advisors
Westminster,
Colorado
|
-$5.82M |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
-$4.25M |
| 5 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$2.95M |
ESGE Hedge Fund Activity: Q2 2020 in Review
296 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2020, worth a combined $3B — up 60% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new ESGE positions and 34 closed out — a net gain of 27 holders — while 167 added to existing stakes and 50 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $250M. The largest seller was Bank of America, cutting an estimated $29.4M.
- 296 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2020, up from 271 in Q1 2020.
- Funds reported $3B of iShares ESG Aware MSCI EM ETF stock for Q2 2020, up 60% quarter-over-quarter.
- 61 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2020 and 34 closed out, a net change of +27 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $250M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q2 2020 was Bank of America, an estimated $29.4M sold.
Based on aggregated 13F filings for Q2 2020.