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iShares ESG MSCI EM Leaders ETF
LDEM

38 hedge funds and large institutions have $43.1M invested in iShares ESG MSCI EM Leaders ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

29.14% more ownership

Funds ownership: 59.85% → 88.99% (+29%)

26% more capital invested

Capital invested by funds: $34.2M → $43.1M (+$8.89M)

7% less funds holding

Funds holding: 41 → 38 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
23
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$7.77M
2
5L
55I LLC
Massachusetts
+$3.21M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.21M
4
OMC
Old Mission Capital
Illinois
+$1.71M
5
OWA
One Wealth Advisors
California
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
WAL
W Advisors LLC
Tennessee
-$870K
2
FTUS
Flow Traders U.S.
New York
-$422K
3
BBA
BLB&B Advisors
Pennsylvania
-$280K
4
ASN
Advisory Services Network
Georgia
-$264K
5
MFA
Mayflower Financial Advisors
Massachusetts
-$258K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Addison Advisors
Vermont
$127K +$7.77K +170 +6%
BAM
27
Belpointe Asset Management
Nevada
$119K -$5.8K -127 -4%
EWA
28
EverSource Wealth Advisors
Alabama
$81K +$59.4K +1,301 +189%
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$60K – – –
JP Morgan Chase
30
JP Morgan Chase
New York
$28K -$115K -2,514 -78%
CT
31
Caldwell Trust
Florida
$23.3K +$14.1K +308 +117%
Wells Fargo
32
Wells Fargo
California
$9K – – –
TRCT
33
Tower Research Capital (TRC)
New York
$9K +$4.38K +96 +71%
PCM
34
Penserra Capital Management
California
$7K +$2.01K +44 +31%
GRP
35
Global Retirement Partners
California
$6K +$6.76K +148 New
FSWA
36
Financial Synergies Wealth Advisors
Texas
$4.26K +$640 +14 +15%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$3.41K +$758K +16,600 +29%
CIAS
38
CFS Investment Advisory Services
New Jersey
$1K +$1.17M +25,713 New
FTUS
39
Flow Traders U.S.
New York
– -$422K -8,902 Closed
BBA
40
BLB&B Advisors
Pennsylvania
– -$280K -5,905 Closed
ASN
41
Advisory Services Network
Georgia
– -$264K -5,562 Closed
MFA
42
Mayflower Financial Advisors
Massachusetts
– -$258K -5,439 Closed
COCM
43
Charter Oak Capital Management
New Hampshire
– -$51K -1,081 Closed
CA
44
Clearstead Advisors
Ohio
– -$45K -940 Closed
SWM
45
Spire Wealth Management
Virginia
– -$4K -80 Closed
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LDEM Hedge Fund Activity: Q3 2022 in Review

38 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q3 2022, worth a combined $43.1M — up 26% from $34.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LDEM and 5 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 23 added.

The largest buyer was Jane Street, adding an estimated $7.77M. The largest seller was W Advisors LLC, cutting an estimated $870K.

  • 38 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q3 2022, down from 41 in Q2 2022.
  • Funds reported $43.1M of iShares ESG MSCI EM Leaders ETF stock for Q3 2022, up 26% quarter-over-quarter.
  • 5 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q3 2022 and 8 closed out, a net change of -3 holders.
  • The largest iShares ESG MSCI EM Leaders ETF buyer in Q3 2022 was Jane Street, an estimated $7.77M added.
  • The largest iShares ESG MSCI EM Leaders ETF seller in Q3 2022 was W Advisors LLC, an estimated $870K sold.

Based on aggregated 13F filings for Q3 2022.