iShares ESG MSCI EM Leaders ETF
LDEM
31 hedge funds and large institutions have $24.3M invested in iShares ESG MSCI EM Leaders ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 6 closing their positions.
16.76% more ownership
Funds ownership: 56.92% → 73.68% (+17%)
3% less capital invested
Capital invested by funds: $25M → $24.3M (-$772K)
6% less funds holding
Funds holding: 33 → 31 (-2)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$805K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$709K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$406K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$332K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.3M |
| 2 |
JP Morgan Chase
New York
|
-$541K |
| 3 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
-$463K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$248K |
| 5 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFA
26
LGT Financial Advisors
Dallas,
Texas
| $14.8K | – | – | – |
|
|
FSWA
27
Financial Synergies Wealth Advisors
Houston,
Texas
| $8.87K | +$2.92K | +68 | +51% |
|
|
KFS
28
Kelly Financial Services
Braintree,
Massachusetts
| $2.5K | – | – | – |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $1.75K | -$4.78K | -111 | -74% |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $877 | -$430 | -10 | -33% |
|
31
Morgan Stanley
New York
| $67 | +$43 | +1 | New |
|
|
IWC
32
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$248K | -5,642 | Closed |
|
|
KWM
33
Keebeck Wealth Management
Chicago,
Illinois
| – | -$239K | -5,446 | Closed |
|
34
UBS Group
Zurich,
Switzerland
| – | -$111K | -2,522 | Closed |
|
|
ASN
35
Advisory Services Network
Atlanta,
Georgia
| – | -$51K | -1,160 | Closed |
|
36
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$45.7K | -1,062 | Closed |
|
|
HI
37
Harbour Investments
Madison,
Wisconsin
| – | -$15.3K | -349 | Closed |
|
LDEM Hedge Fund Activity: Q1 2024 in Review
31 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q1 2024, worth a combined $24.3M — down 3.1% from $25M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of LDEM and 5 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 11 added.
The largest buyer was Flow Traders U.S., adding an estimated $805K. The largest seller was Bank of Montreal, cutting an estimated $1.3M.
- 31 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q1 2024, down from 33 in Q4 2023.
- Funds reported $24.3M of iShares ESG MSCI EM Leaders ETF stock for Q1 2024, down 3.1% quarter-over-quarter.
- 5 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q1 2024 and 6 closed out, a net change of -1 holder.
- The largest iShares ESG MSCI EM Leaders ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $805K added.
- The largest iShares ESG MSCI EM Leaders ETF seller in Q1 2024 was Bank of Montreal, an estimated $1.3M sold.
Based on aggregated 13F filings for Q1 2024.