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iShares ESG Advanced MSCI EM ETF
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Overview Fund Activity

32 hedge funds and large institutions have $23.3M invested in iShares ESG Advanced MSCI EM ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
9
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWA
1
Invera Wealth Advisors
Oregon
$3.58M
2
BRIA
2
Balanced Rock Investment Advisors
Massachusetts
$3.36M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.02M
4
RWP
4
RWA Wealth Partners
Massachusetts
$1.73M
5
B
5
Bailard
California
$1.04M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Jane Street
2
Jane Street
New York
$0
3
FCG
3
Financial Connections Group
California
$53K
4
OMC
4
Old Mission Capital
Illinois
$0
5
BFO
5
Biltmore Family Office
North Carolina
$432K
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
1
Invera Wealth Advisors
Oregon
$3.58M 100,890 +100,890 New
BRIA
2
Balanced Rock Investment Advisors
Massachusetts
$3.36M 94,765 +94,765 New
Citadel Advisors
3
Citadel Advisors
Florida
$2.02M 56,904 +56,904 New
RWP
4
RWA Wealth Partners
Massachusetts
$1.73M 48,855 +48,855 New
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.51M 42,514 +8,821 +26%
WCFA
6
Walkner Condon Financial Advisors
Wisconsin
$1.17M 32,890 +2,995 +10%
APW
7
Atlantic Private Wealth
North Carolina
$1.08M 30,511 +1 +0%
B
8
Bailard
California
$1.04M 29,202 +29,202 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$861K 24,246 +24,246 New
VAF
10
Values Added Financial
District of Columbia
$836K 23,544 -1,648 -7%
Lazard Asset Management
11
Lazard Asset Management
New York
$828K 23,341 – –
WFA
12
Wade Financial Advisory
California
$566K 15,935 +65 +0.4%
CAM
13
Crestone Asset Management
Colorado
$528K 14,867 -1,295 -8%
CGL
14
Clarius Group LLC
Washington
$474K 13,356 -296 -2%
BFO
15
Biltmore Family Office
North Carolina
$432K 12,180 -7,088 -37%
CWM
16
Congress Wealth Management
Massachusetts
$410K 11,541 +1,511 +15%
GAM
17
Gould Asset Management
California
$359K 10,100 +3,425 +51%
WI
18
WrapManager Inc
California
$353K 9,949 -460 -4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$310K 8,725 +763 +10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$307K 8,640 +8,005 +1,261%
OL
21
Optas LLC
Texas
$299K 8,430 +2,272 +37%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$236K 6,636 -195 -3%
MML Investors Services
23
MML Investors Services
Massachusetts
$228K 6,416 +6,416 New
APG
24
Abacus Planning Group
South Carolina
$224K 6,308 – –
Osaic Holdings
25
Osaic Holdings
Arizona
$205K 5,764 -237 -4%
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