iShares ESG MSCI EM Leaders ETF
LDEM
46 hedge funds and large institutions have $42.3M invested in iShares ESG MSCI EM Leaders ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
24% more funds holding
Funds holding: 37 → 46 (+9)
1.21% less ownership
Funds ownership: 87.02% → 85.81% (-1.2%)
9% less capital invested
Capital invested by funds: $46.5M → $42.3M (-$4.19M)
45% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$6.89M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.12M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.91M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$669K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$482K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$5.58M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.36M |
| 3 |
WA
Wealth Alliance
Mellville,
New York
|
-$764K |
| 4 |
OWA
One Wealth Advisors
San Francisco,
California
|
-$631K |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$469K |
LDEM Hedge Fund Activity: Q4 2022 in Review
46 of the 6,239 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q4 2022, worth a combined $42.3M — down 9% from $46.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LDEM positions and 1 closed out — a net gain of 11 holders — while 12 added to existing stakes and 22 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $6.89M. The largest seller was Old Mission Capital, cutting an estimated $5.58M.
- 46 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q4 2022, up from 37 in Q3 2022.
- Funds reported $42.3M of iShares ESG MSCI EM Leaders ETF stock for Q4 2022, down 9% quarter-over-quarter.
- 12 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q4 2022 and 1 closed out, a net change of +11 holders.
- The largest iShares ESG MSCI EM Leaders ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $6.89M added.
- The largest iShares ESG MSCI EM Leaders ETF seller in Q4 2022 was Old Mission Capital, an estimated $5.58M sold.
Based on aggregated 13F filings for Q4 2022.