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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-10
Holders Change %
-1.99%
% of All Funds
7.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
170
Reduced
205
Closed
38
Calls
$6K
Puts
$206K
Net Calls
-$200K
Net Calls Change
+$6K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$460M
2
OMC
Old Mission Capital
Illinois
$12.5M
3
Jane Street
Jane Street
New York
$6.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11M
5
LPL Financial
LPL Financial
California
$66.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$71.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
3
BlackRock
BlackRock
New York
$44.4M
4
OWA
Octavia Wealth Advisors
Ohio
$447K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
Prudential plc
United Kingdom
$575K +$575K +19,000 New
Natixis Advisors
227
Natixis Advisors
Massachusetts
$569K +$14.9K +491 +3%
Cerity Partners
228
Cerity Partners
New York
$566K -$1.88M -62,226 -77%
BFEC
229
Benjamin F. Edwards & Company
Missouri
$562K +$14.4K +476 +3%
RFA
230
RTD Financial Advisors
Pennsylvania
$556K +$1.45K +48 +0.3%
CTC
231
Central Trust Company
Missouri
$555K +$14.3K +472 +3%
WS
232
Wedbush Securities
California
$555K +$636 +21 +0.1%
RJT
233
Raymond James Trust
Florida
$551K -$4.33K -143 -0.8%
LNWWM
234
Laird Norton Wetherby Wealth Management
California
$550K +$242 +8 +0%
CIBC Asset Management
235
CIBC Asset Management
Ontario, Canada
$544K – – –
MWM
236
Mascoma Wealth Management
New Hampshire
$538K +$25.4K +840 +5%
TC
237
Trilogy Capital
California
$538K +$50.9K +1,682 +10%
PI
238
PFG Investments
New York
$527K +$42.6K +1,408 +9%
UFA
239
US Financial Advisors
Massachusetts
$521K +$44.3K +1,463 +9%
PIA
240
Perennial Investment Advisors
California
$517K -$54.8K -1,811 -10%
TWM
241
TriaGen Wealth Management
California
$509K -$9.08K -300 -2%
VCP
242
Verus Capital Partners
Arizona
$507K +$82.2K +2,715 +19%
FPGK
243
Financial Partners Group (Kansas)
Kansas
$506K -$38.4K -1,257 -7%
CCM
244
Coldstream Capital Management
Washington
$500K -$3.79K -125 -0.8%
SW
245
SVB Wealth
Massachusetts
$499K +$16.4K +543 +3%
WBG
246
Wharton Business Group
Pennsylvania
$491K -$38.9K -1,285 -7%
WT
247
Whittier Trust
California
$488K -$194K -6,404 -28%
SPL
248
Smart Portfolios LLC
Washington
$488K -$8.66K -286 -2%
KP
249
Keel Point
Alabama
$484K +$57.9K +1,913 +14%
DFA
250
DHK Financial Advisors
New Hampshire
$480K – – –
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