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iShares ESG MSCI EM Leaders ETF

38 hedge funds and large institutions have $43.1M invested in iShares ESG MSCI EM Leaders ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

29.14% more ownership

Funds ownership: 59.85%88.99% (+29%)

26% more capital invested

Capital invested by funds: $34.2M → $43.1M (+$8.89M)

7% less funds holding

Funds holding: 4138 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$12.5M +$7.77M +170,056 +125%
5L
2
55I LLC
Massachusetts
$8.89M +$3.21M +70,251 +47%
OMC
3
Old Mission Capital
Illinois
$6.16M +$1.71M +37,362 +33%
OWA
4
One Wealth Advisors
California
$2.33M +$1.61M +35,234 +160%
Citadel Advisors
5
Citadel Advisors
Florida
$1.97M +$2.21M +48,411 New
WP
6
WealthSource Partners
California
$1.51M -$246K -5,394 -13%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.39M -$162K -3,537 -9%
BDF
8
Balasa Dinverno & Foltz
$1.21M +$171K +3,742 +14%
WA
9
Wealth Alliance
New York
$927K +$526K +11,523 +103%
KWM
10
Keebeck Wealth Management
Illinois
$734K -$240K -5,261 -23%
WWP
11
WR Wealth Planners
Missouri
$726K +$33.8K +740 +4%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$610K +$55K +1,203 +9%
MFG
13
Merit Financial Group
Georgia
$499K +$25.9K +566 +5%
IWC
14
Integrated Wealth Concepts
Massachusetts
$423K +$474K +10,387 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$402K +$30.5K +667 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$323K -$84.3K -1,845 -19%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$285K +$29.8K +652 +10%
WAL
18
W Advisors LLC
Tennessee
$267K -$870K -19,035 -74%
Bank of America
19
Bank of America
North Carolina
$265K -$240K -5,252 -45%
MLA
20
My Legacy Advisors
Oregon
$253K +$59.6K +1,304 +26%
Osaic Holdings
21
Osaic Holdings
Arizona
$222K +$38.1K +833 +18%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$216K +$56K +1,225 +30%
T
23
TCWP
Ohio
$204K +$229K +5,022 New
GIA
24
Goodwin Investment Advisory
Georgia
$183K +$148K +3,233 +257%
UBS Group
25
UBS Group
Switzerland
$140K +$134K +2,943 +609%

LDEM Hedge Fund Activity: Q3 2022 in Review

38 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q3 2022, worth a combined $43.1M — up 26% from $34.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LDEM and 5 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 23 added.

The largest buyer was Jane Street, adding an estimated $7.77M. The largest seller was W Advisors LLC, cutting an estimated $870K.

  • 38 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q3 2022, down from 41 in Q2 2022.
  • Funds reported $43.1M of iShares ESG MSCI EM Leaders ETF stock for Q3 2022, up 26% quarter-over-quarter.
  • 5 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q3 2022 and 8 closed out, a net change of -3 holders.
  • The largest iShares ESG MSCI EM Leaders ETF buyer in Q3 2022 was Jane Street, an estimated $7.77M added.
  • The largest iShares ESG MSCI EM Leaders ETF seller in Q3 2022 was W Advisors LLC, an estimated $870K sold.

Based on aggregated 13F filings for Q3 2022.