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iShares ESG Aware MSCI EM ETF

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 286 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 80

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

12% more capital invested

Capital invested by funds: $6.19B → $6.96B (+$774M)

4% more funds holding

Funds holding: 451470 (+19)

0.34% more ownership

Funds ownership: 86.7%87.05% (+0.34%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.18%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
286
Reduced
80
Closed
23
Calls
$7.13M
Puts
Net Calls
+$7.13M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.68B +$189M +4,264,558 +13%
Bank of America
2
Bank of America
North Carolina
$518M +$39.3M +886,961 +8%
Morgan Stanley
3
Morgan Stanley
New York
$375M +$2.44M +55,085 +0.7%
PP
4
Prudential plc
United Kingdom
$366M +$91.6M +2,067,755 +34%
LPL Financial
5
LPL Financial
California
$300M +$19M +429,280 +7%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$241M
BlackRock
7
BlackRock
New York
$212M +$8.7M +196,462 +4%
VMPIC
8
Varma Mutual Pension Insurance Co
Finland
$210M
Osaic Holdings
9
Osaic Holdings
Arizona
$175M +$12.5M +282,131 +8%
PAS
10
Park Avenue Securities
New York
$170M +$14.7M +332,236 +10%
Northern Trust
11
Northern Trust
Illinois
$147M +$13.5M +304,355 +10%
PCA
12
Personal Capital Advisors
California
$145M +$22.5M +508,242 +19%
Wells Fargo
13
Wells Fargo
California
$127M +$30M +678,513 +32%
Goldman Sachs
14
Goldman Sachs
New York
$116M +$74.2M +1,676,665 +190%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$106M +$4.99M +112,686 +5%
UBS Group
16
UBS Group
Switzerland
$88.4M -$618K -13,950 -0.7%
MML Investors Services
17
MML Investors Services
Massachusetts
$78.6M +$5.18M +116,990 +7%
Ameriprise
18
Ameriprise
Minnesota
$69M +$5.59M +126,251 +9%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$58.5M +$3.46M +78,112 +6%
Betterment LLC
20
Betterment LLC
New York
$58.2M +$9.27M +209,321 +19%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$54.4M +$6.01M +135,766 +13%
5L
22
55I LLC
Massachusetts
$49M +$8.14M +183,914 +20%
CS
23
Credit Suisse
Switzerland
$46.4M +$44.5M +1,005,610 +4,464%
JP Morgan Chase
24
JP Morgan Chase
New York
$43.9M -$951K -21,473 -2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$43.8M +$2.84M +64,183 +7%

ESGE Hedge Fund Activity: Q2 2021 in Review

470 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2021, worth a combined $6.96B — up 12% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGE positions and 23 closed out — a net gain of 24 holders — while 286 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $189M. The largest seller was Jane Street, cutting an estimated $221M.

  • 470 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2021, up from 451 in Q1 2021.
  • Funds reported $6.96B of iShares ESG Aware MSCI EM ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 47 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2021 and 23 closed out, a net change of +24 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $189M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2021 was Jane Street, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2021.