iShares ESG MSCI EM Leaders ETF
LDEM
38 hedge funds and large institutions have $30.9M invested in iShares ESG MSCI EM Leaders ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 9 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 8
17% less funds holding
Funds holding: 46 → 38 (-8)
17.9% less ownership
Funds ownership: 85.81% → 67.9% (-18%)
27% less capital invested
Capital invested by funds: $42.3M → $30.9M (-$11.4M)
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.63M |
| 2 |
JP Morgan Chase
New York
|
+$987K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$366K |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$359K |
| 5 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$327K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$12.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.86M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$884K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$673K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$480K |
LDEM Hedge Fund Activity: Q1 2023 in Review
38 of the 6,285 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q1 2023, worth a combined $30.9M — down 27% from $42.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of LDEM and 2 opened new positions — a net loss of 7 holders — while 8 trimmed existing stakes and 22 added.
The largest buyer was Bank of Montreal, adding an estimated $2.63M. The largest seller was Jane Street, exiting entirely with an estimated $12.7M sold.
- 38 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q1 2023, down from 46 in Q4 2022.
- Funds reported $30.9M of iShares ESG MSCI EM Leaders ETF stock for Q1 2023, down 27% quarter-over-quarter.
- 2 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q1 2023 and 9 closed out, a net change of -7 holders.
- The largest iShares ESG MSCI EM Leaders ETF buyer in Q1 2023 was Bank of Montreal, an estimated $2.63M added.
- The largest iShares ESG MSCI EM Leaders ETF seller in Q1 2023 was Jane Street, an estimated $12.7M sold.
Based on aggregated 13F filings for Q1 2023.