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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
7.16%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
207
Reduced
165
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$38.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.8M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$22.3M
4
BlackRock
BlackRock
New York
+$15.2M
5
Goldman Sachs
Goldman Sachs
New York
+$14.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$91M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$36.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.3M
4
OMC
Old Mission Capital
Illinois
-$9.66M
5
Bank of America
Bank of America
North Carolina
-$8.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
226
Whittier Trust
California
$541K – – –
WBG
227
Wharton Business Group
Pennsylvania
$536K – – –
LFG
228
Larson Financial Group
Missouri
$530K +$78.3K +2,334 +17%
CICC
229
Capital Investment Counsel (Colorado)
Colorado
$525K +$85.7K +2,557 +20%
SPL
230
Smart Portfolios LLC
Washington
$525K +$30.2K +900 +6%
AA
231
Addison Advisors
Vermont
$523K -$11.3K -338 -2%
MOS
232
MGO One Seven
Ohio
$521K +$177K +5,281 +52%
T
233
TCWP
Ohio
$521K +$177K +5,282 +52%
APW
234
Austin Private Wealth
Texas
$519K +$127K +3,802 +33%
MFA
235
Morling Financial Advisors
California
$515K -$662K -19,736 -56%
BOPW
236
Brandywine Oak Private Wealth
Pennsylvania
$509K -$168 -5 -0%
TWM
237
TriaGen Wealth Management
California
$501K – – –
FPCP
238
Fort Point Capital Partners
California
$499K – – –
KP
239
Keel Point
Alabama
$497K +$3.35K +99 +0.7%
SWG
240
Summit Wealth Group
Vermont
$492K -$10.3K -307 -2%
BIA
241
Bell Investment Advisors
California
$485K +$12K +359 +3%
CAL
242
Capital Analysts LLC
Pennsylvania
$484K +$24K +716 +5%
BSWM
243
Boston Standard Wealth Management
Massachusetts
$471K +$14.8K +441 +3%
FWP
244
Falcon Wealth Planning
California
$463K -$31.3K -932 -6%
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$456K – – –
CCM
246
Coldstream Capital Management
Washington
$449K -$129K -3,849 -22%
SCA
247
Snowden Capital Advisors
New York
$447K -$95K -2,833 -18%
AAM
248
Ameraudi Asset Management
New York
$446K – – –
PTC
249
Private Trust Company
Ohio
$439K – – –
VCP
250
Verus Capital Partners
Arizona
$432K +$31.7K +946 +8%
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10
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