iShares ESG MSCI EM Leaders ETF
LDEM
33 hedge funds and large institutions have $25M invested in iShares ESG MSCI EM Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 11 closing their positions.
18% less funds holding
Funds holding: 40 → 33 (-7)
20.22% less ownership
Funds ownership: 77.15% → 56.92% (-20%)
31% less capital invested
Capital invested by funds: $36.4M → $25M (-$11.4M)
39% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 18
64% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$1.95M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.35M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.1M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$474K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$412K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$10.7M |
| 2 |
OWA
One Wealth Advisors
San Francisco,
California
|
-$1.16M |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$1.02M |
| 4 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
-$1M |
| 5 |
WA
Wealth Alliance
Mellville,
New York
|
-$526K |
LDEM Hedge Fund Activity: Q4 2023 in Review
33 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q4 2023, worth a combined $25M — down 31% from $36.4M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of LDEM and 4 opened new positions — a net loss of 7 holders — while 18 trimmed existing stakes and 11 added.
The largest buyer was Flow Traders U.S., adding an estimated $1.95M. The largest seller was JP Morgan Chase, cutting an estimated $10.7M.
- 33 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q4 2023, down from 40 in Q3 2023.
- Funds reported $25M of iShares ESG MSCI EM Leaders ETF stock for Q4 2023, down 31% quarter-over-quarter.
- 4 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q4 2023 and 11 closed out, a net change of -7 holders.
- The largest iShares ESG MSCI EM Leaders ETF buyer in Q4 2023 was Flow Traders U.S., an estimated $1.95M added.
- The largest iShares ESG MSCI EM Leaders ETF seller in Q4 2023 was JP Morgan Chase, an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2023.