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iShares ESG MSCI EM Leaders ETF

41 hedge funds and large institutions have $34.2M invested in iShares ESG MSCI EM Leaders ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

16.17% less ownership

Funds ownership: 76.02%59.85% (-16%)

16% less funds holding

Funds holding: 4941 (-8)

29% less capital invested

Capital invested by funds: $47.9M → $34.2M (-$13.7M)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
41
Holders Change
-8
Holders Change %
-16.33%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
14
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
26
Belpointe Asset Management
Nevada
$145K -$50 -1 -0%
AA
27
Addison Advisors
Vermont
$139K +$146K +2,935 New
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$70K -$22.3K -450 -23%
GIA
29
Goodwin Investment Advisory
Georgia
$59.7K -$60.9K -1,227 -49%
COCM
30
Charter Oak Capital Management
New Hampshire
$51K
CA
31
Clearstead Advisors
Ohio
$45K -$347 -7 -0.7%
EWA
32
EverSource Wealth Advisors
Alabama
$33K -$98.4K -1,984 -74%
UBS Group
33
UBS Group
Switzerland
$23K +$6.6K +133 +38%
CT
34
Caldwell Trust
Florida
$12.5K
Wells Fargo
35
Wells Fargo
California
$10K +$10.9K +219 New
PCM
36
Penserra Capital Management
California
$6K -$30.5K -615 -81%
TRCT
37
Tower Research Capital (TRC)
New York
$6K +$3.03K +61 +82%
FSWA
38
Financial Synergies Wealth Advisors
Texas
$4.3K +$4.52K +91 New
SWM
39
Spire Wealth Management
Virginia
$4K
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$2.75K -$1.29M -26,000 -31%
AWA
41
Aaron Wealth Advisors
Illinois
-$2.06M -110,723 Closed
CIAS
42
CFS Investment Advisory Services
New Jersey
-$1K -27,748 Closed
RSWM
43
Robertson Stephens Wealth Management
California
-$959K -17,822 Closed
AssetMark Inc
44
AssetMark Inc
California
-$690K -12,802 Closed
CWS
45
Cypress Wealth Services
California
-$444K -8,232 Closed
MWM
46
Mission Wealth Management
California
-$404K -7,505 Closed
D
47
Dentgroup
Louisiana
-$375K -6,962 Closed
IWC
48
Integrated Wealth Concepts
Massachusetts
-$279K -5,177 Closed
OAP
49
One Advisory Partners
Kansas
-$225K -4,169 Closed
NYLIM
50
New York Life Investment Management
New York
-$229K -4,156 Closed

LDEM Hedge Fund Activity: Q2 2022 in Review

41 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q2 2022, worth a combined $34.2M — down 29% from $47.9M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of LDEM and 7 opened new positions — a net loss of 8 holders — while 14 trimmed existing stakes and 17 added.

The largest buyer was Jane Street, adding an estimated $3.82M. The largest seller was 55I LLC, cutting an estimated $2.33M.

  • 41 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q2 2022, down from 49 in Q1 2022.
  • Funds reported $34.2M of iShares ESG MSCI EM Leaders ETF stock for Q2 2022, down 29% quarter-over-quarter.
  • 7 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q2 2022 and 15 closed out, a net change of -8 holders.
  • The largest iShares ESG MSCI EM Leaders ETF buyer in Q2 2022 was Jane Street, an estimated $3.82M added.
  • The largest iShares ESG MSCI EM Leaders ETF seller in Q2 2022 was 55I LLC, an estimated $2.33M sold.

Based on aggregated 13F filings for Q2 2022.