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iShares ESG Aware MSCI EM ETF

493 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 166

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $2.75B → $2.92B (+$170M)

0.79% more ownership

Funds ownership: 66.76%67.55% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 494493 (-1)

Holders
493
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
7.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
207
Reduced
166
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$533M -$8.39M -254,727 -2%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$193M +$22M +666,543 +13%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$191M -$3.01M -91,397 -2%
Morgan Stanley
4
Morgan Stanley
New York
$177M +$37.4M +1,135,368 +27%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$114M +$25.4M +770,503 +29%
Northern Trust
6
Northern Trust
Illinois
$107M -$855K -25,947 -0.8%
Betterment LLC
7
Betterment LLC
New York
$106M +$5.27M +160,099 +5%
Goldman Sachs
8
Goldman Sachs
New York
$105M +$14.1M +429,009 +16%
Wealthfront Advisers
9
Wealthfront Advisers
California
$88M +$3.73M +113,230 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$63M +$2.62M +79,577 +4%
Creative Planning
11
Creative Planning
Kansas
$58.9M +$1.74M +52,828 +3%
WL
12
WIT LLC
District of Columbia
$58M -$4.81K -146 -8%
UBS Group
13
UBS Group
Switzerland
$57.7M -$587K -17,835 -1%
EI
14
Ellevest Inc
New York
$56.8M +$2.28M +69,360 +4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$52.3M +$14M +426,034 +38%
Ameriprise
16
Ameriprise
Minnesota
$49.3M -$16K -487 -0%
BlackRock
17
BlackRock
New York
$44.1M +$15M +454,427 +53%
AA
18
Acorns Advisers
California
$36.4M +$1.33M +40,308 +4%
LPL Financial
19
LPL Financial
California
$34.2M +$698K +21,193 +2%
Wells Fargo
20
Wells Fargo
California
$29.9M -$2.77M -84,121 -9%
US Bancorp
21
US Bancorp
Minnesota
$28.2M -$401K -12,169 -1%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$24.5M -$815K -24,744 -3%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$24.3M +$7.4M +224,732 +45%
M&T Bank
24
M&T Bank
New York
$22.8M -$14.3K -433 -0.1%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$20.9M +$1.06M +32,079 +5%

ESGE Hedge Fund Activity: Q2 2024 in Review

493 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q2 2024, worth a combined $2.92B — up 6.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ESGE positions and 40 closed out — a net gain of 4 holders — while 207 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $37.4M. The largest seller was Jane Street, exiting entirely with an estimated $91M sold.

  • 493 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q2 2024, down from 494 in Q1 2024.
  • Funds reported $2.92B of iShares ESG Aware MSCI EM ETF stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware MSCI EM ETF positions in Q2 2024 and 40 closed out, a net change of +4 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q2 2024 was Morgan Stanley, an estimated $37.4M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q2 2024 was Jane Street, an estimated $91M sold.

Based on aggregated 13F filings for Q2 2024.