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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 %
SEI Investments
1
SEI Investments
Pennsylvania
$5.4M 144,761 +15,294 +12%
IWA
2
Invera Wealth Advisors
Oregon
$4.4M 115,140 +2,032 +2%
B
3
Bailard
California
$3.38M 90,797 +3,906 +4%
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$2.35M 63,168 -28,614 -31%
RWP
5
RWA Wealth Partners
Massachusetts
$2.15M 57,673 +739 +1%
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.97M 52,977 +11,965 +29%
VAF
7
Values Added Financial
District of Columbia
$1.41M 37,940 +4,754 +14%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$1.34M 35,907 +833 +2%
APW
9
Atlantic Private Wealth
North Carolina
$1.26M 33,841 +2 +0%
Lazard Asset Management
10
Lazard Asset Management
New York
$852K 22,866 -475 -2%
Goldman Sachs
11
Goldman Sachs
New York
$593K 15,908 +15,908 New
CGL
12
Clarius Group LLC
Washington
$498K 13,356 – –
GAM
13
Gould Asset Management
California
$485K 13,025 – –
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$465K 12,479 -895 -7%
MML Investors Services
15
MML Investors Services
Massachusetts
$398K 10,689 -551 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$396K 10,623 +157 +2%
OL
17
Optas LLC
Texas
$391K 10,493 +774 +8%
CWM
18
Congress Wealth Management
Massachusetts
$347K 9,310 +55 +0.6%
WFA
19
Wade Financial Advisory
California
$322K 8,646 -65 -0.7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$316K 8,492 +18 +0.2%
AIA
21
Ally Invest Advisors
North Carolina
$312K 8,383 +360 +4%
SWP
22
Stratos Wealth Partners
Ohio
$290K 7,783 +2,591 +50%
FI
23
Financial Insights
Washington
$275K 7,373 +7,373 New
MSFS
24
Main Street Financial Solutions
Pennsylvania
$274K 7,347 +933 +15%
MCM
25
MAI Capital Management
Ohio
$265K 7,101 +7,101 New
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