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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

502 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI EM ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 217 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
217
Reduced
181
Closed
41
Calls
–
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$458K

Top Buyers

1
BlackRock
BlackRock
New York
$68.7M
2
Morgan Stanley
Morgan Stanley
New York
$160M
3
Citadel Advisors
Citadel Advisors
Florida
$11.7M
4
Wealthfront Advisers
Wealthfront Advisers
California
$60.7M
5
LGWM
Litman Gregory Wealth Management
California
$5.23M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$252M
3
Goldman Sachs
Goldman Sachs
New York
$137M
4
SWG
Summit Wealth Group
Vermont
$457K
5
M1FG
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
226
Commerce Bank
Missouri
$608K -$14.2K -450 -2%
PIA
227
Perennial Investment Advisors
California
$597K +$61.7K +1,950 +12%
RJT
228
Raymond James Trust
Florida
$581K – – –
FPGK
229
Financial Partners Group (Kansas)
Kansas
$580K -$97.5K -2,998 -14%
RFA
230
RTD Financial Advisors
Pennsylvania
$579K -$88.2K -2,787 -13%
Natixis Advisors
231
Natixis Advisors
Massachusetts
$579K +$40.6K +1,282 +8%
WS
232
Wedbush Securities
California
$579K +$126K +3,981 +28%
FPAS
233
Focus Partners Advisor Solutions
Missouri
$577K -$30.7K -971 -5%
LNWWM
234
Laird Norton Wetherby Wealth Management
California
$574K +$574K +18,163 New
SCA
235
Snowden Capital Advisors
New York
$573K -$66.3K -2,095 -10%
BFEC
236
Benjamin F. Edwards & Company
Missouri
$572K -$126K -3,976 -18%
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$568K – – –
CTC
238
Central Trust Company
Missouri
$565K +$52.1K +1,646 +10%
GCP
239
GSA Capital Partners
United Kingdom
$561K -$602K -19,042 -52%
WBG
240
Wharton Business Group
Pennsylvania
$554K +$31.3K +990 +6%
MWM
241
Mascoma Wealth Management
New Hampshire
$543K +$2.82K +88 +0.5%
TWM
242
TriaGen Wealth Management
California
$541K +$14.2K +448 +3%
CCM
243
Coldstream Capital Management
Washington
$526K +$4.11K +130 +0.8%
RIA
244
Regal Investment Advisors
Michigan
$525K -$243K -7,677 -32%
ASFA
245
All Season Financial Advisors
Colorado
$520K -$274K -8,657 -34%
SPL
246
Smart Portfolios LLC
Washington
$519K +$37.4K +1,182 +8%
TC
247
Trilogy Capital
California
$519K +$44.2K +1,370 +9%
BDFN
248
Bond & Devick Financial Network
Minnesota
$515K -$27.7K -877 -5%
AG
249
Ascent Group
Virginia
$509K -$41K -1,278 -7%
PI
250
PFG Investments
New York
$506K +$47.3K +1,497 +10%
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