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iShares ESG MSCI EM Leaders ETF

45 hedge funds and large institutions have $41.4M invested in iShares ESG MSCI EM Leaders ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

67% more funds holding

Funds holding: 2745 (+18)

36.07% less ownership

Funds ownership: 95.91%59.84% (-36%)

95% less capital invested

Capital invested by funds: $821M → $41.4M (-$779M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
45
Holders Change
+18
Holders Change %
+66.67%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
15
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$309K +$131K +2,151 +67%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$292K +$110K +1,814 +56%
CWS
28
Cypress Wealth Services
California
$257K +$271K +4,460 New
IWC
29
Integrated Wealth Concepts
Massachusetts
$208K +$219K +3,610 New
BAM
30
Belpointe Asset Management
Nevada
$167K +$177K +2,905 New
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$136K +$80.3K +1,322 +128%
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$110K +$117K +1,921 New
COCM
33
Charter Oak Capital Management
New Hampshire
$62K
EWA
34
EverSource Wealth Advisors
Alabama
$60K +$63.2K +1,040 New
CWS
35
Confluence Wealth Services
Pennsylvania
$52K +$55.9K +920 New
PCM
36
Penserra Capital Management
California
$47K +$19.5K +321 +64%
CA
37
Clearstead Advisors
Ohio
$39K +$41.6K +685 New
UBS Group
38
UBS Group
Switzerland
$37K +$38.6K +635 New
JP Morgan Chase
39
JP Morgan Chase
New York
$17K +$17.7K +291 New
CT
40
Caldwell Trust
Florida
$13K
MHR
41
Matthew Hamilton Rosenberg
$8K -$94.4K -1,553 -92%
PCG
42
Private Capital Group
Connecticut
$8K +$8.14K +134 New
FCG
43
Financial Connections Group
California
$8K +$9.48K +156 New
NFG
44
Next Financial Group
Texas
$6K +$6.74K +111 New
SWM
45
Spire Wealth Management
Virginia
$4K
IMPI
46
Ilmarinen Mutual Pension Insurance
Finland
-$799M -13,078,429 Closed
Northern Trust
47
Northern Trust
Illinois
-$453K -7,407 Closed
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
-$4K -70 Closed

LDEM Hedge Fund Activity: Q4 2021 in Review

45 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q4 2021, worth a combined $41.4M — down 95% from $821M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LDEM positions and 3 closed out — a net gain of 18 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was 55I LLC, adding an estimated $4.94M. The largest seller was Ilmarinen Mutual Pension Insurance, exiting entirely with an estimated $799M sold.

  • 45 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q4 2021, up from 27 in Q3 2021.
  • Funds reported $41.4M of iShares ESG MSCI EM Leaders ETF stock for Q4 2021, down 95% quarter-over-quarter.
  • 21 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q4 2021 and 3 closed out, a net change of +18 holders.
  • The largest iShares ESG MSCI EM Leaders ETF buyer in Q4 2021 was 55I LLC, an estimated $4.94M added.
  • The largest iShares ESG MSCI EM Leaders ETF seller in Q4 2021 was Ilmarinen Mutual Pension Insurance, an estimated $799M sold.

Based on aggregated 13F filings for Q4 2021.