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iShares ESG Aware MSCI EM ETF

548 hedge funds and large institutions have $5.42B invested in iShares ESG Aware MSCI EM ETF in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 205 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 44

16% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 177

15% more funds holding

Funds holding: 477548 (+71)

6.94% more ownership

Funds ownership: 80.07%87.01% (+6.9%)

1% less capital invested

Capital invested by funds: $5.45B → $5.42B (-$28.6M)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $926K

Holders
548
Holders Change
+71
Holders Change %
+14.88%
% of All Funds
8.43%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.23%
New
121
Increased
205
Reduced
177
Closed
44
Calls
Puts
$926K
Net Calls
-$926K
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$947M -$132M -3,196,895 -12%
Bank of America
2
Bank of America
North Carolina
$584M +$96.9M +2,349,116 +19%
Jane Street
3
Jane Street
New York
$398M +$402M +9,758,995 +3,966%
Morgan Stanley
4
Morgan Stanley
New York
$262M -$1.18M -28,522 -0.4%
LPL Financial
5
LPL Financial
California
$205M -$21.1M -511,960 -9%
PP
6
Prudential plc
United Kingdom
$197M -$130M -3,143,204 -39%
PCA
7
Personal Capital Advisors
California
$167M +$21.6M +523,145 +14%
BlackRock
8
BlackRock
New York
$139M -$17.2M -418,093 -11%
Northern Trust
9
Northern Trust
Illinois
$138M +$4.97M +120,442 +4%
Goldman Sachs
10
Goldman Sachs
New York
$129M -$1.89M -45,787 -1%
Wells Fargo
11
Wells Fargo
California
$126M -$3M -72,732 -2%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$126M +$131M +3,167,677 New
PAS
13
Park Avenue Securities
New York
$95M -$16.3M -394,972 -14%
Osaic Holdings
14
Osaic Holdings
Arizona
$94.5M -$22.9M -555,099 -19%
UBS Group
15
UBS Group
Switzerland
$82.2M +$3.3M +80,133 +4%
Betterment LLC
16
Betterment LLC
New York
$71.1M +$12.2M +296,330 +20%
Ameriprise
17
Ameriprise
Minnesota
$58.6M -$5.06M -122,840 -8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$52.3M -$12.9M -312,807 -19%
MML Investors Services
19
MML Investors Services
Massachusetts
$50.4M -$3.2M -77,494 -6%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$48.3M -$5.52M -133,997 -10%
Creative Planning
21
Creative Planning
Kansas
$42.3M +$8.7M +211,105 +25%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$40.4M +$1.64M +39,818 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$38.5M -$3.25M -78,846 -8%
EI
24
Ellevest Inc
New York
$36.2M +$2.66M +64,487 +8%
PO
25
Private Ocean
California
$32.8M +$3.29M +79,894 +11%

ESGE Hedge Fund Activity: Q4 2021 in Review

548 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q4 2021, worth a combined $5.42B — down 0.53% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new ESGE positions and 44 closed out — a net gain of 77 holders — while 205 added to existing stakes and 177 trimmed.

The largest buyer was Jane Street, adding an estimated $402M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $192M sold.

  • 548 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q4 2021, up from 477 in Q3 2021.
  • Funds reported $5.42B of iShares ESG Aware MSCI EM ETF stock for Q4 2021, down 0.53% quarter-over-quarter.
  • 121 funds opened new iShares ESG Aware MSCI EM ETF positions in Q4 2021 and 44 closed out, a net change of +77 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q4 2021 was Jane Street, an estimated $402M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2021.