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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

499 hedge funds and large institutions have $3.31B invested in iShares ESG Aware MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 174 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
191
Reduced
174
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$640M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.9M
3
Jane Street
Jane Street
New York
$24.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$224M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$69.3M

Top Sellers

1
WL
WIT LLC
District of Columbia
$61.4M
2
Goldman Sachs
Goldman Sachs
New York
$91.4M
3
BlackRock
BlackRock
New York
$43.1M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$3.6M
5
Northern Trust
Northern Trust
Illinois
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWMA
226
Schneider Downs Wealth Management Advisors
Pennsylvania
$606K -$611K -16,773 -50%
PA
227
Parkside Advisors
California
$600K – – –
WT
228
Whittier Trust
California
$587K – – –
WBG
229
Wharton Business Group
Pennsylvania
$582K – – –
APW
230
Austin Private Wealth
Texas
$577K +$13.3K +365 +2%
LFG
231
Larson Financial Group
Missouri
$573K -$2K -55 -0.3%
MOS
232
MGO One Seven
Ohio
$571K +$5.24K +144 +0.9%
OFP
233
OLIO Financial Planning
Virginia
$567K – – –
MFA
234
Morling Financial Advisors
California
$565K +$5.61K +154 +1%
FWP
235
Falcon Wealth Planning
California
$562K +$59.3K +1,629 +12%
SPL
236
Smart Portfolios LLC
Washington
$556K -$13.8K -380 -2%
AA
237
Addison Advisors
Vermont
$552K -$16.4K -450 -3%
SWG
238
Summit Wealth Group
Vermont
$552K +$17.3K +474 +3%
MWP
239
Meridian Wealth Partners
Pennsylvania
$548K -$113K -3,096 -17%
PP
240
PDS Planning
Ohio
$548K +$213K +5,839 +63%
BOPW
241
Brandywine Oak Private Wealth
Pennsylvania
$541K -$11.8K -324 -2%
BIA
242
Bell Investment Advisors
California
$538K +$12K +329 +2%
FPCP
243
Fort Point Capital Partners
California
$537K -$4.26K -117 -0.8%
KP
244
Keel Point
Alabama
$535K – – –
BSWM
245
Boston Standard Wealth Management
Massachusetts
$530K +$17.9K +490 +3%
CAL
246
Capital Analysts LLC
Pennsylvania
$529K +$3.42K +94 +0.7%
TWM
247
TriaGen Wealth Management
California
$504K -$39.7K -1,089 -7%
PFGIA
248
Patriot Financial Group Insurance Agency
Massachusetts
$498K +$41.2K +1,131 +9%
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$496K – – –
P
250
&Partners
Tennessee
$494K +$197K +5,397 +66%
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