iShares ESG Aware MSCI EM ETF
ESGE
492 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 169 increasing their positions, 206 reducing their positions, and 38 closing their positions.
0.65% less ownership
Funds ownership: 67.1% → 66.45% (-0.65%)
5% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 38
2% less funds holding
Funds holding: 502 → 492 (-10)
9% less capital invested
Capital invested by funds: $2.97B → $2.72B (-$259M)
18% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 206
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
97% less call options, than puts
Call options by funds: $6K | Put options by funds: $206K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$20M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$13.1M |
| 3 |
Jane Street
New York
|
+$7.21M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.34M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$62.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$58.8M |
| 3 |
BlackRock
New York
|
-$22.3M |
| 4 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
-$21.9M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$18.1M |
ESGE Hedge Fund Activity: Q3 2023 in Review
492 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2023, worth a combined $2.72B — down 8.7% from $2.97B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of ESGE and 36 opened new positions — a net loss of 2 holders — while 206 trimmed existing stakes and 169 added.
The largest buyer was Bank of America, adding an estimated $20M. The largest seller was Goldman Sachs, cutting an estimated $62.4M.
- 492 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2023, down from 502 in Q2 2023.
- Funds reported $2.72B of iShares ESG Aware MSCI EM ETF stock for Q3 2023, down 8.7% quarter-over-quarter.
- 36 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2023 and 38 closed out, a net change of -2 holders.
- The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2023 was Bank of America, an estimated $20M added.
- The largest iShares ESG Aware MSCI EM ETF seller in Q3 2023 was Goldman Sachs, an estimated $62.4M sold.
Based on aggregated 13F filings for Q3 2023.