ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

557 hedge funds and large institutions have $3.34B invested in iShares ESG Aware MSCI EM ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 199 increasing their positions, 244 reducing their positions, and 67 closing their positions.

Holders
557
Holders Change
-11
Holders Change %
-1.94%
% of All Funds
9.42%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.15%
New
62
Increased
199
Reduced
244
Closed
67
Calls
–
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$543K

Top Buyers

1
Jane Street
1
Jane Street
New York
$277M
2
TF
2
TIAA FSB
Florida
$141M
3
EI
3
Ellevest Inc
New York
$38.4M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$52.2M
5
OMC
5
Old Mission Capital
Illinois
$22.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$316M
2
LPL Financial
2
LPL Financial
California
$69.5M
3
PP
3
Prudential plc
United Kingdom
$0
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$19.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$159M
Name Market Value Shares Shares
Change 		Shares
Change %
FF
226
Francis Financial
$845K 26,548 +26,548 New
RCG
227
Regatta Capital Group
California
$840K 25,986 +2,722 +12%
TF
228
Trek Financial
Arizona
$831K 25,726 -31,077 -55%
AWM
229
Apollon Wealth Management
South Carolina
$815K 25,238 -19,591 -44%
Natixis Advisors
230
Natixis Advisors
Massachusetts
$812K 25,140 +13,925 +124%
ARIS
231
Advanced Research Investment Solutions
California
$788K 24,390 +209 +0.9%
AF
232
Affiance Financial
Minnesota
$784K 24,275 +5,589 +30%
RA
233
RFG Advisory
Alabama
$775K 24,181 -48,282 -67%
IFWM
234
Institute for Wealth Management
Colorado
$761K 23,549 -93 -0.4%
WEG
235
World Equity Group
Illinois
$755K 23,374 -5,647 -19%
BDWM
236
Brewin Dolphin Wealth Management
Ireland
$752K 23,280 – –
CA
237
Cetera Advisors
Colorado
$749K 23,194 -92,853 -80%
BDFN
238
Bond & Devick Financial Network
Minnesota
$748K 23,160 -1,516 -6%
JFG
239
JMG Financial Group
Illinois
$748K 23,145 +12,967 +127%
AF
240
Advisornet Financial
Minnesota
$746K 23,097 +4,899 +27%
SWG
241
Summit Wealth Group
Vermont
$741K 22,927 +633 +3%
MYIA
242
Mount Yale Investment Advisors
Colorado
$737K 22,819 -24,536 -52%
SDWMA
243
Schneider Downs Wealth Management Advisors
Pennsylvania
$735K 22,735 +2,909 +15%
AWA
244
Arete Wealth Advisors
Illinois
$734K 22,713 -3,869 -15%
PWMG
245
Provence Wealth Management Group
California
$731K 22,628 -32,513 -59%
ACG
246
Allen Capital Group
Nebraska
$730K 22,598 -130 -0.6%
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$725K 22,450 – –
OFG
248
Omega Financial Group
California
$721K 22,321 +22,321 New
SWP
249
Stratos Wealth Partners
Ohio
$715K 22,134 -505 -2%
FPGK
250
Financial Partners Group (Kansas)
Kansas
$714K 22,112 +379 +2%
8 9
10
11 12