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iShares ESG MSCI EM Leaders ETF

49 hedge funds and large institutions have $47.9M invested in iShares ESG MSCI EM Leaders ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

16.18% more ownership

Funds ownership: 59.84%76.02% (+16%)

16% more capital invested

Capital invested by funds: $41.4M → $47.9M (+$6.51M)

9% more funds holding

Funds holding: 4549 (+4)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
13
Closed
7
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
$343K +$55.6K +995 +19%
IWC
27
Integrated Wealth Concepts
Massachusetts
$279K +$87.6K +1,567 +43%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$275K +$2.07K +37 +0.7%
NYLIM
29
New York Life Investment Management
New York
$229K +$232K +4,156 New
OAP
30
One Advisory Partners
Kansas
$225K +$233K +4,169 New
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$204K +$76K +1,360 +58%
Creative Planning
32
Creative Planning
Kansas
$203K -$709K -12,680 -77%
LWAC
33
Laurel Wealth Advisors (California)
California
$202K +$209K +3,744 New
BAM
34
Belpointe Asset Management
Nevada
$164K +$8.39K +150 +5%
EWA
35
EverSource Wealth Advisors
Alabama
$144K +$91.4K +1,634 +157%
GIA
36
Goodwin Investment Advisory
Georgia
$134K -$210K -3,752 -60%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$103K
COCM
38
Charter Oak Capital Management
New Hampshire
$58K
Osaic Holdings
39
Osaic Holdings
Arizona
$51K -$122K -2,174 -39%
CA
40
Clearstead Advisors
Ohio
$51K +$14.7K +262 +38%
PCM
41
Penserra Capital Management
California
$41K -$3.8K -68 -8%
UBS Group
42
UBS Group
Switzerland
$19K -$15.9K -285 -45%
CT
43
Caldwell Trust
Florida
$14.2K +$2.13K +38 +17%
T
44
TCWP
Ohio
$11K +$11.7K +210 New
SWM
45
Spire Wealth Management
Virginia
$4K +$503 +9 +13%
TRCT
46
Tower Research Capital (TRC)
New York
$4K +$4.14K +74 New
MHR
47
Matthew Hamilton Rosenberg
$3K -$4.31K -77 -57%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3.52K +63 New
CIAS
49
CFS Investment Advisory Services
New Jersey
$1K +$1.55M +27,748 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
-$2.13M -36,940 Closed

LDEM Hedge Fund Activity: Q1 2022 in Review

49 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q1 2022, worth a combined $47.9M — up 16% from $41.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LDEM positions and 7 closed out — a net gain of 5 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Aaron Wealth Advisors, opening a new position worth an estimated $6.19M. The largest seller was Northwestern Mutual Wealth Management, exiting entirely with an estimated $2.13M sold.

  • 49 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q1 2022, up from 45 in Q4 2021.
  • Funds reported $47.9M of iShares ESG MSCI EM Leaders ETF stock for Q1 2022, up 16% quarter-over-quarter.
  • 12 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q1 2022 and 7 closed out, a net change of +5 holders.
  • The largest iShares ESG MSCI EM Leaders ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $6.19M added.
  • The largest iShares ESG MSCI EM Leaders ETF seller in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2022.