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iShares ESG MSCI EM Leaders ETF

49 hedge funds and large institutions have $47.9M invested in iShares ESG MSCI EM Leaders ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

16.18% more ownership

Funds ownership: 59.84%76.02% (+16%)

16% more capital invested

Capital invested by funds: $41.4M → $47.9M (+$6.51M)

9% more funds holding

Funds holding: 4549 (+4)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
5L
1
55I LLC
Massachusetts
$10.5M +$4.39M +78,516 +67%
OMC
2
Old Mission Capital
Illinois
$5.02M +$2.31M +41,356 +80%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$4.56M -$1.59M -28,500 -26%
Jane Street
4
Jane Street
New York
$3.19M +$962K +17,196 +41%
WP
5
WealthSource Partners
California
$3.11M +$1.71M +30,572 +113%
FTUS
6
Flow Traders U.S.
New York
$2.94M -$1.12M -19,945 -27%
AWA
7
Aaron Wealth Advisors
Illinois
$2.06M +$6.19M +110,723 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.84M -$413K -7,382 -18%
WA
9
Wealth Alliance
New York
$1.13M +$350K +6,254 +42%
WAL
10
W Advisors LLC
Tennessee
$1.09M +$1.13M +20,284 New
RSWM
11
Robertson Stephens Wealth Management
California
$959K +$317K +5,676 +47%
OWA
12
One Wealth Advisors
California
$944K +$435K +7,778 +80%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$925K -$249K -4,454 -21%
WWP
14
WR Wealth Planners
Missouri
$884K +$918K +16,409 New
BDF
15
Balasa Dinverno & Foltz
$799K +$400K +7,154 +93%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$695K -$8.61K -154 -1%
AssetMark Inc
17
AssetMark Inc
California
$690K +$34.1K +609 +5%
Bank of America
18
Bank of America
North Carolina
$629K -$9.9K -177 -1%
JP Morgan Chase
19
JP Morgan Chase
New York
$614K +$621K +11,105 +3,816%
KWM
20
Keebeck Wealth Management
Illinois
$510K +$171K +3,056 +48%
CWS
21
Cypress Wealth Services
California
$444K +$211K +3,772 +85%
BBA
22
BLB&B Advisors
Pennsylvania
$435K +$147K +2,637 +48%
MWM
23
Mission Wealth Management
California
$404K -$388K -6,933 -48%
MFG
24
Merit Financial Group
Georgia
$376K +$390K +6,977 New
D
25
Dentgroup
Louisiana
$375K +$389K +6,962 New

LDEM Hedge Fund Activity: Q1 2022 in Review

49 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q1 2022, worth a combined $47.9M — up 16% from $41.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LDEM positions and 7 closed out — a net gain of 5 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Aaron Wealth Advisors, opening a new position worth an estimated $6.19M. The largest seller was Northwestern Mutual Wealth Management, exiting entirely with an estimated $2.13M sold.

  • 49 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q1 2022, up from 45 in Q4 2021.
  • Funds reported $47.9M of iShares ESG MSCI EM Leaders ETF stock for Q1 2022, up 16% quarter-over-quarter.
  • 12 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q1 2022 and 7 closed out, a net change of +5 holders.
  • The largest iShares ESG MSCI EM Leaders ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $6.19M added.
  • The largest iShares ESG MSCI EM Leaders ETF seller in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2022.