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iShares ESG MSCI EM Leaders ETF

25 hedge funds and large institutions have $857M invested in iShares ESG MSCI EM Leaders ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 1525 (+10)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

3% more capital invested

Capital invested by funds: $835M → $857M (+$21.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.51% less ownership

Funds ownership: 97.63%96.11% (-1.5%)

Holders
25
Holders Change
+10
Holders Change %
+66.67%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
7
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$836M -$22.8M -355,000 -3%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$5.06M +$4.93M +76,825 New
FTUS
3
Flow Traders U.S.
New York
$3.73M +$3.64M +56,769 New
Jane Street
4
Jane Street
New York
$1.76M +$1.3M +20,323 +315%
AssetMark Inc
5
AssetMark Inc
California
$1.72M -$103K -1,598 -6%
Bank of America
6
Bank of America
North Carolina
$1.71M +$1.47M +22,838 +715%
5L
7
55I LLC
Massachusetts
$1.55M -$220K -3,422 -13%
WP
8
WealthSource Partners
California
$738K +$6.87K +107 +1%
Citadel Advisors
9
Citadel Advisors
Florida
$714K -$6.54M -101,860 -90%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$707K +$690K +10,752 New
KWM
11
Keebeck Wealth Management
Illinois
$661K +$331K +5,153 +105%
RSWM
12
Robertson Stephens Wealth Management
California
$477K -$27.5K -429 -6%
OMC
13
Old Mission Capital
Illinois
$321K +$313K +4,875 New
BBA
14
BLB&B Advisors
Pennsylvania
$264K +$12.4K +193 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$245K +$239K +3,717 New
SEIA
16
Signature Estate & Investment Advisors
California
$223K -$65.8K -1,026 -23%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$221K +$216K +3,371 New
BDF
18
Balasa Dinverno & Foltz
$203K +$198K +3,080 New
COCM
19
Charter Oak Capital Management
New Hampshire
$71K
Osaic Holdings
20
Osaic Holdings
Arizona
$55K +$31.6K +493 +142%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$24K +$17.3K +270 +267%
ASN
22
Advisory Services Network
Georgia
$18K +$17.4K +271 New
CT
23
Caldwell Trust
Florida
$14.8K +$14.4K +225 New
RBA
24
Richard Bernstein Advisors
New York
$10K +$10.1K +158 New
SWM
25
Spire Wealth Management
Virginia
$5K

LDEM Hedge Fund Activity: Q2 2021 in Review

25 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q2 2021, worth a combined $857M — up 2.6% from $835M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LDEM positions and 0 closed out — a net gain of 10 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $4.93M. The largest seller was Ilmarinen Mutual Pension Insurance, cutting an estimated $22.8M.

  • 25 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q2 2021, up from 15 in Q1 2021.
  • Funds reported $857M of iShares ESG MSCI EM Leaders ETF stock for Q2 2021, up 2.6% quarter-over-quarter.
  • 10 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q2 2021 and 0 closed out, a net change of +10 holders.
  • The largest iShares ESG MSCI EM Leaders ETF buyer in Q2 2021 was Bank of Montreal, an estimated $4.93M added.
  • The largest iShares ESG MSCI EM Leaders ETF seller in Q2 2021 was Ilmarinen Mutual Pension Insurance, an estimated $22.8M sold.

Based on aggregated 13F filings for Q2 2021.