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iShares ESG Aware MSCI EM ETF

517 hedge funds and large institutions have $3.28B invested in iShares ESG Aware MSCI EM ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 216 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,933% more call options, than puts

Call options by funds: $241K | Put options by funds: $3K

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

15% more capital invested

Capital invested by funds: $2.84B → $3.28B (+$433M)

0% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 80

2% less funds holding

Funds holding: 530517 (-13)

5.62% less ownership

Funds ownership: 76.3%70.68% (-5.6%)

23% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 216

Holders
517
Holders Change
-13
Holders Change %
-2.45%
% of All Funds
8.31%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
80
Increased
167
Reduced
216
Closed
80
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$622M -$66.7K -2,276 -10%
Bank of America
2
Bank of America
North Carolina
$427M -$2.1M -71,601 -0.5%
PCA
3
Personal Capital Advisors
California
$170M +$8.5M +290,122 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$169M -$107M -3,664,321 -40%
TF
5
TIAA FSB
Florida
$144M +$7.18M +245,066 +5%
Morgan Stanley
6
Morgan Stanley
New York
$123M -$16.4M -558,082 -12%
Jane Street
7
Jane Street
New York
$87.9M -$256M -8,728,390 -75%
Northern Trust
8
Northern Trust
Illinois
$85.1M -$1.23M -41,991 -1%
Betterment LLC
9
Betterment LLC
New York
$71.2M +$10.3M +352,632 +17%
Ameriprise
10
Ameriprise
Minnesota
$65.7M +$1.26M +42,963 +2%
Goldman Sachs
11
Goldman Sachs
New York
$62.3M -$96.3K -3,286 -0.2%
BlackRock
12
BlackRock
New York
$54M -$7.08M -241,593 -12%
Wealthfront Advisers
13
Wealthfront Advisers
California
$48.4M +$17.2M +586,362 +57%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$47.2M -$784K -26,748 -2%
UBS Group
15
UBS Group
Switzerland
$47M -$1.97M -67,205 -4%
JP Morgan Chase
16
JP Morgan Chase
New York
$46.3M +$23.7M +809,639 +111%
Wells Fargo
17
Wells Fargo
California
$45.9M -$7.78M -265,536 -15%
LPL Financial
18
LPL Financial
California
$44.8M -$11.2M -380,862 -20%
Creative Planning
19
Creative Planning
Kansas
$43.6M +$2.56M +87,375 +6%
EI
20
Ellevest Inc
New York
$39.4M -$2.06M -70,178 -5%
OMC
21
Old Mission Capital
Illinois
$36.9M +$22.7M +775,709 +172%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$28.2M -$7.84M -267,543 -22%
PO
23
Private Ocean
California
$27.7M +$9.27M +316,453 +52%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$27.3M +$17.9M +610,439 +206%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$22.1M -$1.77M -60,552 -8%

ESGE Hedge Fund Activity: Q4 2022 in Review

517 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q4 2022, worth a combined $3.28B — up 15% from $2.84B a quarter earlier.

Fund positioning in ESGE was balanced in Q4 2022: 80 funds opened new positions, 80 closed out, 167 added to existing stakes and 216 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $23.7M. The largest seller was Jane Street, cutting an estimated $256M.

  • 517 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q4 2022, down from 530 in Q3 2022.
  • Funds reported $3.28B of iShares ESG Aware MSCI EM ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 80 funds opened new iShares ESG Aware MSCI EM ETF positions in Q4 2022 and 80 closed out, a net change of 0 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $23.7M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q4 2022 was Jane Street, an estimated $256M sold.

Based on aggregated 13F filings for Q4 2022.