iShares ESG MSCI EM Leaders ETF
LDEM
27 hedge funds and large institutions have $821M invested in iShares ESG MSCI EM Leaders ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
8% more funds holding
Funds holding: 25 → 27 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.2% less ownership
Funds ownership: 96.11% → 95.91% (-0.2%)
4% less capital invested
Capital invested by funds: $857M → $821M (-$36.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMPI
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
+$23M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.39M |
| 3 |
Jane Street
New York
|
+$1.38M |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
+$726K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$655K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$868K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$865K |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$738K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$714K |
| 5 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
-$661K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
26
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | +$4.39K | +70 | New |
|
|
GIA
27
Goodwin Investment Advisory
Woodstock,
Georgia
| $2K | +$1.76K | +28 | New |
|
|
WP
28
WealthSource Partners
San Luis Obispo,
California
| – | -$738K | -11,217 | Closed |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$714K | -10,856 | Closed |
|
|
KWM
30
Keebeck Wealth Management
Chicago,
Illinois
| – | -$661K | -10,049 | Closed |
|
|
SEIA
31
Signature Estate & Investment Advisors
Los Angeles,
California
| – | -$223K | -3,392 | Closed |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| – | -$18K | -271 | Closed |
|
|
RBA
33
Richard Bernstein Advisors
New York
| – | -$10K | -158 | Closed |
|
LDEM Hedge Fund Activity: Q3 2021 in Review
27 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q3 2021, worth a combined $821M — down 4.2% from $857M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LDEM positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Ilmarinen Mutual Pension Insurance, adding an estimated $23M. The largest seller was AssetMark Inc, cutting an estimated $868K.
- 27 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q3 2021, up from 25 in Q2 2021.
- Funds reported $821M of iShares ESG MSCI EM Leaders ETF stock for Q3 2021, down 4.2% quarter-over-quarter.
- 8 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q3 2021 and 6 closed out, a net change of +2 holders.
- The largest iShares ESG MSCI EM Leaders ETF buyer in Q3 2021 was Ilmarinen Mutual Pension Insurance, an estimated $23M added.
- The largest iShares ESG MSCI EM Leaders ETF seller in Q3 2021 was AssetMark Inc, an estimated $868K sold.
Based on aggregated 13F filings for Q3 2021.