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iShares ESG MSCI EM Leaders ETF

30 hedge funds and large institutions have $23.4M invested in iShares ESG MSCI EM Leaders ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

4% less capital invested

Capital invested by funds: $24.3M → $23.4M (-$874K)

3% less funds holding

Funds holding: 3130 (-1)

4.74% less ownership

Funds ownership: 73.68%68.94% (-4.7%)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
1
Flow Traders U.S.
New York
$4.3M +$1.05M +23,515 +33%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.88M -$497K -11,096 -12%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.18M +$284K +6,335 +10%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.77M -$316K -7,050 -15%
OMC
5
Old Mission Capital
Illinois
$1.53M +$83.4K +1,863 +6%
Citadel Advisors
6
Citadel Advisors
Florida
$1.41M +$59.1K +1,319 +4%
Jane Street
7
Jane Street
New York
$1.38M -$2.03M -45,348 -60%
MFG
8
Merit Financial Group
Georgia
$1.07M -$8.64K -193 -0.8%
Corient Private Wealth
9
Corient Private Wealth
Florida
$913K -$10.8K -242 -1%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$896K +$123K +2,745 +16%
OWA
11
One Wealth Advisors
California
$463K -$103K -2,305 -18%
VAF
12
Values Added Financial
District of Columbia
$439K +$5.82K +130 +1%
CI Investments Inc
13
CI Investments Inc
Ontario, Canada
$390K +$4.48K +100 +1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$348K
Bank of America
15
Bank of America
North Carolina
$248K +$7.61K +170 +3%
WWP
16
WR Wealth Planners
Missouri
$235K +$806 +18 +0.3%
AWM
17
Aries Wealth Management
Maine
$225K
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$209K -$11.5K -256 -5%
ACA
19
Aptus Capital Advisors
Alabama
$163K
GJIA
20
Glass Jacobson Investment Advisors
Maryland
$86.5K -$21.2K -473 -20%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$71K +$33.1K +740 +88%
AA
22
Addison Advisors
Vermont
$62.2K +$10.7K +240 +21%
EWA
23
EverSource Wealth Advisors
Alabama
$53.2K -$90 -2 -0.2%
MG
24
Mather Group
Illinois
$51.9K -$627 -14 -1%
LFA
25
LGT Financial Advisors
Texas
$15.3K +$134 +3 +0.9%

LDEM Hedge Fund Activity: Q2 2024 in Review

30 of the 6,929 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI EM Leaders ETF (LDEM) for Q2 2024, worth a combined $23.4M — down 3.6% from $24.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of LDEM and 2 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 13 added.

The largest buyer was Flow Traders U.S., adding an estimated $1.05M. The largest seller was Jane Street, cutting an estimated $2.03M.

  • 30 institutional investors held iShares ESG MSCI EM Leaders ETF (LDEM) as of Q2 2024, down from 31 in Q1 2024.
  • Funds reported $23.4M of iShares ESG MSCI EM Leaders ETF stock for Q2 2024, down 3.6% quarter-over-quarter.
  • 2 funds opened new iShares ESG MSCI EM Leaders ETF positions in Q2 2024 and 3 closed out, a net change of -1 holder.
  • The largest iShares ESG MSCI EM Leaders ETF buyer in Q2 2024 was Flow Traders U.S., an estimated $1.05M added.
  • The largest iShares ESG MSCI EM Leaders ETF seller in Q2 2024 was Jane Street, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2024.