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iShares ESG MSCI EM Leaders ETF

31 hedge funds and large institutions have $24.3M invested in iShares ESG MSCI EM Leaders ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

16.76% more ownership

Funds ownership: 56.92%73.68% (+17%)

3% less capital invested

Capital invested by funds: $25M → $24.3M (-$772K)

6% less funds holding

Funds holding: 3331 (-2)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$4.19M -$1.3M -30,120 -24%
Jane Street
2
Jane Street
New York
$3.33M -$86.5K -2,010 -3%
FTUS
3
Flow Traders U.S.
New York
$3.15M +$805K +18,711 +35%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.81M +$406K +9,429 +17%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.03M -$541K -12,573 -21%
OMC
6
Old Mission Capital
Illinois
$1.4M +$272K +6,327 +25%
Citadel Advisors
7
Citadel Advisors
Florida
$1.31M +$709K +16,486 +123%
MFG
8
Merit Financial Group
Georgia
$1.09M +$131K +3,056 +15%
Corient Private Wealth
9
Corient Private Wealth
Florida
$898K +$11.4K +264 +1%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$750K +$29.7K +691 +4%
OWA
11
One Wealth Advisors
California
$551K -$186K -4,321 -26%
VAF
12
Values Added Financial
District of Columbia
$421K +$113K +2,634 +38%
CI Investments Inc
13
CI Investments Inc
Ontario, Canada
$374K +$51.6K +1,200 +16%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$339K +$332K +7,724 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$254K -$163K -3,800 -40%
Bank of America
16
Bank of America
North Carolina
$233K -$6.75K -157 -3%
WWP
17
WR Wealth Planners
Missouri
$227K -$463K -10,757 -67%
AWM
18
Aries Wealth Management
Maine
$218K +$214K +4,980 New
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$214K -$12.5K -291 -6%
ACA
20
Aptus Capital Advisors
Alabama
$158K +$155K +3,609 New
GJIA
21
Glass Jacobson Investment Advisors
Maryland
$105K -$24.2K -563 -19%
MG
22
Mather Group
Illinois
$52.7K +$51.6K +1,199 New
EWA
23
EverSource Wealth Advisors
Alabama
$51K -$2.11K -49 -4%
AA
24
Addison Advisors
Vermont
$50K -$111K -2,575 -69%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$37K +$688 +16 +2%

LDEM Hedge Fund Activity: Q1 2024 in Review

31 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q1 2024, worth a combined $24.3M — down 3.1% from $25M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LDEM and 5 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 11 added.

The largest buyer was Flow Traders U.S., adding an estimated $805K. The largest seller was Bank of Montreal, cutting an estimated $1.3M.

  • 31 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q1 2024, down from 33 in Q4 2023.
  • Funds reported $24.3M of iShares ESG MSCI EM Leaders ETF stock for Q1 2024, down 3.1% quarter-over-quarter.
  • 5 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q1 2024 and 6 closed out, a net change of -1 holder.
  • The largest iShares ESG MSCI EM Leaders ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $805K added.
  • The largest iShares ESG MSCI EM Leaders ETF seller in Q1 2024 was Bank of Montreal, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2024.