iShares ESG MSCI EM Leaders ETF
LDEM
40 hedge funds and large institutions have $36.4M invested in iShares ESG MSCI EM Leaders ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
3% more funds holding
Funds holding: 39 → 40 (+1)
5.66% less ownership
Funds ownership: 82.81% → 77.15% (-5.7%)
19% less capital invested
Capital invested by funds: $44.7M → $36.4M (-$8.29M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.67M |
| 2 |
OAP
One Advisory Partners
Overland Park,
Kansas
|
+$407K |
| 3 |
MFA
Mayflower Financial Advisors
Boston,
Massachusetts
|
+$334K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$270K |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.08M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.25M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.24M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.62M |
| 5 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
-$723K |
LDEM Hedge Fund Activity: Q3 2023 in Review
40 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q3 2023, worth a combined $36.4M — down 19% from $44.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LDEM positions and 4 closed out — a net gain of 1 holder — while 18 added to existing stakes and 16 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $2.67M. The largest seller was Jane Street, cutting an estimated $3.08M.
- 40 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q3 2023, up from 39 in Q2 2023.
- Funds reported $36.4M of iShares ESG MSCI EM Leaders ETF stock for Q3 2023, down 19% quarter-over-quarter.
- 5 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q3 2023 and 4 closed out, a net change of +1 holder.
- The largest iShares ESG MSCI EM Leaders ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $2.67M added.
- The largest iShares ESG MSCI EM Leaders ETF seller in Q3 2023 was Jane Street, an estimated $3.08M sold.
Based on aggregated 13F filings for Q3 2023.