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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
Goldman Sachs
New York
$163M
3
LPL Financial
LPL Financial
California
$75.5M
4
WL
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
Jane Street
New York
$40.4M
2
OMC
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
226
Snowden Capital Advisors
New York
$636K -$667K -21,186 -51%
KOC
227
Koss-Olinger Consulting
Florida
$622K +$622K +19,768 New
CB
228
Commerce Bank
Missouri
$619K +$19K +605 +3%
Marshall Wace
229
Marshall Wace
United Kingdom
$615K +$615K +19,533 New
FPAS
230
Focus Partners Advisor Solutions
Missouri
$605K +$37.6K +1,193 +7%
AA
231
Addison Advisors
Vermont
$594K +$35.4K +1,125 +6%
GC
232
Grimes & Company
Massachusetts
$589K +$589K +18,710 New
RJT
233
Raymond James Trust
Florida
$578K +$18K +571 +3%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$566K – – –
SW
235
SVB Wealth
Massachusetts
$547K +$235K +7,456 +75%
OWM
236
Opes Wealth Management
California
$546K +$112K +3,545 +26%
MRC
237
Millburn Ridgefield Corp
New York
$543K +$543K +17,252 New
BDFN
238
Bond & Devick Financial Network
Minnesota
$540K +$21.5K +683 +4%
AG
239
Ascent Group
Virginia
$540K +$218K +6,933 +68%
KP
240
Keel Point
Alabama
$539K +$25.5K +809 +5%
Natixis Advisors
241
Natixis Advisors
Massachusetts
$536K +$52.9K +1,680 +11%
PIA
242
Perennial Investment Advisors
California
$533K +$2.33K +74 +0.4%
TWM
243
TriaGen Wealth Management
California
$525K -$40K -1,271 -7%
MWM
244
Mascoma Wealth Management
New Hampshire
$524K +$19.8K +637 +4%
WBG
245
Wharton Business Group
Pennsylvania
$520K +$51K +1,620 +11%
BWM
246
BerganKDV Wealth Management
Minnesota
$519K +$122K +3,871 +31%
CCM
247
Coldstream Capital Management
Washington
$519K -$37.1K -1,180 -7%
CTC
248
Central Trust Company
Missouri
$511K +$72.6K +2,307 +17%
MLA
249
My Legacy Advisors
Oregon
$508K +$18.5K +589 +4%
UFA
250
US Financial Advisors
Massachusetts
$497K +$22.6K +717 +5%
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