We are live on ! Find out more
LDEM icon

iShares ESG MSCI EM Leaders ETF

39 hedge funds and large institutions have $44.7M invested in iShares ESG MSCI EM Leaders ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

51% more capital invested

Capital invested by funds: $29.5M → $44.7M (+$15.2M)

14.91% more ownership

Funds ownership: 67.9%82.81% (+15%)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% more funds holding

Funds holding: 3839 (+1)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
26
High Falls Advisors
New York
$252K +$253K +5,621 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$211K -$315K -7,005 -60%
CI Investments Inc
28
CI Investments Inc
Ontario, Canada
$211K +$21.3K +475 +11%
Bank of America
29
Bank of America
North Carolina
$190K -$28.9K -644 -13%
AA
30
Addison Advisors
Vermont
$187K +$23.6K +525 +14%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$156K +$11.6K +259 +8%
Osaic Holdings
32
Osaic Holdings
Arizona
$146K -$5.17K -115 -3%
EWA
33
EverSource Wealth Advisors
Alabama
$65.7K
GIA
34
Goodwin Investment Advisory
Georgia
$57.2K -$35.5K -790 -38%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$50.9K
GRP
36
Global Retirement Partners
California
$17.4K -$6.6K -147 -27%
Morgan Stanley
37
Morgan Stanley
New York
$14.2K
FSWA
38
Financial Synergies Wealth Advisors
Texas
$6.82K +$494 +11 +8%
FFA
39
Farther Finance Advisors
California
$2.28K +$674 +15 +42%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
-$403K -8,852 Closed
MOS
41
MGO One Seven
Ohio
-$358K -7,860 Closed
BAM
42
Belpointe Asset Management
Nevada
-$136K -2,990 Closed
FCA
43
Fortis Capital Advisors
Kansas
-$116K -2,550 Closed
CT
44
Caldwell Trust
Florida
-$30.5K -670 Closed
WP
45
WealthShield Partners
North Carolina
-$5.37K -118 Closed
PCM
46
Penserra Capital Management
California
-$2K -60 Closed

LDEM Hedge Fund Activity: Q2 2023 in Review

39 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q2 2023, worth a combined $44.7M — up 51% from $29.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LDEM positions and 7 closed out — a net gain of 1 holder — while 20 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $6.73M. The largest seller was Bank of Montreal, cutting an estimated $1.64M.

  • 39 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $44.7M of iShares ESG MSCI EM Leaders ETF stock for Q2 2023, up 51% quarter-over-quarter.
  • 8 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q2 2023 and 7 closed out, a net change of +1 holder.
  • The largest iShares ESG MSCI EM Leaders ETF buyer in Q2 2023 was Jane Street, an estimated $6.73M added.
  • The largest iShares ESG MSCI EM Leaders ETF seller in Q2 2023 was Bank of Montreal, an estimated $1.64M sold.

Based on aggregated 13F filings for Q2 2023.