iShares ESG MSCI EM Leaders ETF
LDEM
32 hedge funds and large institutions have $21.4M invested in iShares ESG MSCI EM Leaders ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
7% more funds holding
Funds holding: 30 → 32 (+2)
3.66% less ownership
Funds ownership: 68.94% → 65.28% (-3.7%)
8% less capital invested
Capital invested by funds: $23.4M → $21.4M (-$1.98M)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$766K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$311K |
| 3 |
BWG
Beta Wealth Group
San Diego,
California
|
+$194K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$99.5K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$33.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$4.06M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$773K |
| 3 |
Jane Street
New York
|
-$361K |
| 4 |
JP Morgan Chase
New York
|
-$263K |
| 5 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$122K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GJIA
26
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $32.8K | -$58.8K | -1,267 | -66% |
|
27
UBS Group
Zurich,
Switzerland
| $32.3K | +$23.2K | +501 | +358% |
|
|
CIA
28
Cape Investment Advisory
Mcdonough,
Georgia
| $22.7K | +$20.9K | +451 | New |
|
|
LFA
29
LGT Financial Advisors
Dallas,
Texas
| $17.1K | – | – | – |
|
|
FFA
30
Farther Finance Advisors
San Francisco,
California
| $8.1K | – | – | – |
|
|
GRP
31
Global Retirement Partners
San Rafael,
California
| $1.01K | – | – | – |
|
32
Morgan Stanley
New York
| $103 | – | – | – |
|
|
KFS
33
Kelly Financial Services
Braintree,
Massachusetts
| – | -$2.57K | -57 | Closed |
|
LDEM Hedge Fund Activity: Q3 2024 in Review
32 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q3 2024, worth a combined $21.4M — down 8.5% from $23.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LDEM positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $766K. The largest seller was Flow Traders U.S., cutting an estimated $4.06M.
- 32 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q3 2024, up from 30 in Q2 2024.
- Funds reported $21.4M of iShares ESG MSCI EM Leaders ETF stock for Q3 2024, down 8.5% quarter-over-quarter.
- 3 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q3 2024 and 1 closed out, a net change of +2 holders.
- The largest iShares ESG MSCI EM Leaders ETF buyer in Q3 2024 was Retirement Capital Strategies, an estimated $766K added.
- The largest iShares ESG MSCI EM Leaders ETF seller in Q3 2024 was Flow Traders U.S., an estimated $4.06M sold.
Based on aggregated 13F filings for Q3 2024.