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iShares ESG Advanced MSCI EM ETF
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Overview Fund Activity

45 hedge funds and large institutions have $31.6M invested in iShares ESG Advanced MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
45
Holders Change
+8
Holders Change %
+21.62%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
17
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$593K
2
SEI Investments
2
SEI Investments
Pennsylvania
$5.4M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.97M
4
FI
4
Financial Insights
Washington
$275K
5
MCM
5
MAI Capital Management
Ohio
$265K

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
BRIA
2
Balanced Rock Investment Advisors
Massachusetts
$2.35M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
WI
4
WrapManager Inc
California
$0
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$465K
Name Market Value Shares Shares
Change 		Shares
Change %
APG
26
Abacus Planning Group
South Carolina
$263K 7,058 +204 +3%
HPFG
27
Hart & Patterson Financial Group
Massachusetts
$252K 6,766 +342 +5%
ADL
28
Asset Dedication LLC
California
$244K 6,552 -110 -2%
PWM
29
Parkworth Wealth Management
California
$185K 4,953 +4,953 New
BFO
30
Biltmore Family Office
North Carolina
$111K 2,977 -51 -2%
NB
31
NBT Bank
New York
$84.3K 2,262 – –
RP
32
Raelipskie Partnership
Ontario, Canada
$82.3K 2,209 – –
SPIA
33
Steward Partners Investment Advisory
New York
$80.8K 2,168 – –
LAMC
34
Longview Asset Management (California)
California
$76.2K 2,044 +2,044 New
Osaic Holdings
35
Osaic Holdings
Arizona
$27K 725 -181 -20%
PWA
36
Physician Wealth Advisors
Utah
$20.2K 542 +542 New
NP
37
NorthRock Partners
Minnesota
$19.4K 520 – –
UBS Group
38
UBS Group
Switzerland
$14.5K 388 +388 New
GWSG
39
GPS Wealth Strategies Group
Colorado
$8.46K 227 – –
GWM
40
Geneos Wealth Management
Colorado
$7.42K 199 -5 -2%
B
41
Birchbrook
Maine
$2.65K 71 – –
PS
42
Principal Securities
Iowa
$1.86K 50 +50 New
Morgan Stanley
43
Morgan Stanley
New York
$42 1 +1 New
TRCT
44
Tower Research Capital (TRC)
New York
$37 1 +1 New
Wells Fargo
45
Wells Fargo
California
$31 1 +1 New
OMC
46
Old Mission Capital
Illinois
– – -70,308 Closed
Citadel Advisors
47
Citadel Advisors
Florida
– – -17,873 Closed
WI
48
WrapManager Inc
California
– – -7,980 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
1
2