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iShares ESG Advanced MSCI EM ETF
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Overview Fund Activity

37 hedge funds and large institutions have $36.1M invested in iShares ESG Advanced MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
15
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$2.85M
2
SEI Investments
2
SEI Investments
Pennsylvania
$5.25M
3
VAF
3
Values Added Financial
District of Columbia
$1.34M
4
B
4
Bailard
California
$3.52M
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.66M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$724K
4
CWM
4
Congress Wealth Management
Massachusetts
$375K
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$542K
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$5.25M 129,467 +22,388 +21%
IWA
2
Invera Wealth Advisors
Oregon
$4.6M 113,108 +1,874 +2%
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$3.72M 91,782 +1,590 +2%
B
4
Bailard
California
$3.52M 86,891 +10,008 +13%
OMC
5
Old Mission Capital
Illinois
$2.85M 70,308 +43,933 +167%
RWP
6
RWA Wealth Partners
Massachusetts
$2.31M 56,934 +3,474 +6%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.66M 41,012 +8,568 +26%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$1.42M 35,074 -278 -0.8%
APW
9
Atlantic Private Wealth
North Carolina
$1.37M 33,839 +3,144 +10%
VAF
10
Values Added Financial
District of Columbia
$1.34M 33,186 +11,533 +53%
Lazard Asset Management
11
Lazard Asset Management
New York
$945K 23,341 – –
Citadel Advisors
12
Citadel Advisors
Florida
$724K 17,873 -2,507 -12%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$542K 13,374 -691 -5%
CGL
14
Clarius Group LLC
Washington
$541K 13,356 – –
GAM
15
Gould Asset Management
California
$528K 13,025 – –
MML Investors Services
16
MML Investors Services
Massachusetts
$455K 11,240 +18 +0.2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$424K 10,466 -513 -5%
OL
18
Optas LLC
Texas
$394K 9,719 +419 +5%
CWM
19
Congress Wealth Management
Massachusetts
$375K 9,255 -987 -10%
WFA
20
Wade Financial Advisory
California
$353K 8,711 +1,110 +15%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$344K 8,474 – –
AIA
22
Ally Invest Advisors
North Carolina
$325K 8,023 +1,361 +20%
WI
23
WrapManager Inc
California
$323K 7,980 -206 -3%
APG
24
Abacus Planning Group
South Carolina
$278K 6,854 +546 +9%
ADL
25
Asset Dedication LLC
California
$270K 6,662 – –
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