iShares ESG MSCI EM Leaders ETF
LDEM
30 hedge funds and large institutions have $23.4M invested in iShares ESG MSCI EM Leaders ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
4% less capital invested
Capital invested by funds: $24.3M → $23.4M (-$874K)
3% less funds holding
Funds holding: 31 → 30 (-1)
4.74% less ownership
Funds ownership: 73.68% → 68.94% (-4.7%)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$1.05M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$284K |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$123K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$83.4K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$59.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.03M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$497K |
| 3 |
JP Morgan Chase
New York
|
-$316K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$254K |
| 5 |
OWA
One Wealth Advisors
San Francisco,
California
|
-$103K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
26
Farther Finance Advisors
San Francisco,
California
| $7.29K | +$7.21K | +161 | New |
|
27
UBS Group
Zurich,
Switzerland
| $6.32K | +$6.27K | +140 | New |
|
|
KFS
28
Kelly Financial Services
Braintree,
Massachusetts
| $2.57K | – | – | – |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $902 | – | – | – |
|
30
Morgan Stanley
New York
| $102 | +$45 | +1 | +100% |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$254K | -5,795 | Closed |
|
|
FSWA
32
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$8.87K | -202 | Closed |
|
33
Osaic Holdings
Scottsdale,
Arizona
| – | -$1.75K | -40 | Closed |
|
LDEM Hedge Fund Activity: Q2 2024 in Review
30 of the 6,929 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q2 2024, worth a combined $23.4M — down 3.6% from $24.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of LDEM and 2 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 13 added.
The largest buyer was Flow Traders U.S., adding an estimated $1.05M. The largest seller was Jane Street, cutting an estimated $2.03M.
- 30 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q2 2024, down from 31 in Q1 2024.
- Funds reported $23.4M of iShares ESG MSCI EM Leaders ETF stock for Q2 2024, down 3.6% quarter-over-quarter.
- 2 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q2 2024 and 3 closed out, a net change of -1 holder.
- The largest iShares ESG MSCI EM Leaders ETF buyer in Q2 2024 was Flow Traders U.S., an estimated $1.05M added.
- The largest iShares ESG MSCI EM Leaders ETF seller in Q2 2024 was Jane Street, an estimated $2.03M sold.
Based on aggregated 13F filings for Q2 2024.