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iShares ESG Aware MSCI EM ETF
ESGE

500 hedge funds and large institutions have $3.31B invested in iShares ESG Aware MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 34

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more capital invested

Capital invested by funds: $2.92B → $3.31B (+$394M)

2.64% more ownership

Funds ownership: 67.55% → 70.19% (+2.6%)

1% more funds holding

Funds holding: 493 → 500 (+7)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 175

Holders
500
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
191
Reduced
175
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$56.8M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$42.8M
3
Jane Street
Jane Street
New York
+$22.8M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$13.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$20.9M
2
BlackRock
BlackRock
New York
-$4.48M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.62M
4
Northern Trust
Northern Trust
Illinois
-$2.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$640M +$56.8M +1,663,314 +10%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$224M +$13.2M +386,942 +7%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$207M -$587K -17,183 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$192M -$206K -6,041 -0.1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$125M +$923K +27,033 +0.8%
Betterment LLC
6
Betterment LLC
New York
$118M +$3.13M +91,655 +3%
Northern Trust
7
Northern Trust
Illinois
$114M -$2.7M -78,949 -2%
Wealthfront Advisers
8
Wealthfront Advisers
California
$104M +$7.85M +229,918 +9%
Goldman Sachs
9
Goldman Sachs
New York
$91.4M -$20.9M -612,951 -20%
JP Morgan Chase
10
JP Morgan Chase
New York
$71.4M +$2.84M +83,263 +4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$69.3M +$11.8M +344,758 +22%
Creative Planning
12
Creative Planning
Kansas
$64.5M +$483K +14,150 +0.8%
EI
13
Ellevest Inc
New York
$64M +$2.18M +63,931 +4%
UBS Group
14
UBS Group
Switzerland
$62.5M -$150K -4,396 -0.3%
WL
15
WIT LLC
District of Columbia
$61.4M -$32.2K -944 -55%
Ameriprise
16
Ameriprise
Minnesota
$50.9M -$2.44M -71,503 -5%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.9M +$42.8M +1,253,245 +14,089%
BlackRock
18
BlackRock
New York
$43.1M -$4.48M -131,193 -10%
AA
19
Acorns Advisers
California
$41.3M +$1.65M +48,268 +4%
LPL Financial
20
LPL Financial
California
$36.7M -$336K -9,838 -1%
US Bancorp
21
US Bancorp
Minnesota
$30.6M +$61K +1,785 +0.2%
Wells Fargo
22
Wells Fargo
California
$30.4M -$1.94M -56,870 -6%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$26.4M -$163K -4,780 -0.7%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$26.1M -$279K -8,173 -1%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$24.7M +$1.66M +48,663 +8%
1
2 3 4 5

ESGE Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EM ETF (ESGE) for Q3 2024, worth a combined $3.31B — up 14% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ESGE positions and 34 closed out — a net gain of 12 holders — while 191 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $56.8M. The largest seller was Goldman Sachs, cutting an estimated $20.9M.

  • 500 institutional investors held iShares ESG Aware MSCI EM ETF (ESGE) as of Q3 2024, up from 493 in Q2 2024.
  • Funds reported $3.31B of iShares ESG Aware MSCI EM ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 46 funds opened new iShares ESG Aware MSCI EM ETF positions in Q3 2024 and 34 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware MSCI EM ETF buyer in Q3 2024 was Bank of America, an estimated $56.8M added.
  • The largest iShares ESG Aware MSCI EM ETF seller in Q3 2024 was Goldman Sachs, an estimated $20.9M sold.

Based on aggregated 13F filings for Q3 2024.