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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

518 hedge funds and large institutions have $3.28B invested in iShares ESG Aware MSCI EM ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 216 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-13
Holders Change %
-2.45%
% of All Funds
8.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
80
Increased
167
Reduced
216
Closed
80
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
+$238K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.3M
2
OMC
Old Mission Capital
Illinois
$36.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.3M
4
Wealthfront Advisers
Wealthfront Advisers
California
$48.4M
5
Betterment LLC
Betterment LLC
New York
$71.2M

Top Sellers

1
Jane Street
Jane Street
New York
$87.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$169M
3
AWA
Arete Wealth Advisors
Illinois
$622M
4
CIAS
CFS Investment Advisory Services
New Jersey
$280K
5
Morgan Stanley
Morgan Stanley
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
251
Autus Asset Management
Arizona
$491K -$37.9K -1,260 -7%
MWM
252
Mascoma Wealth Management
New Hampshire
$488K -$4.84K -161 -1%
RP
253
Riverwater Partners
Wisconsin
$482K -$20.6K -684 -4%
FFG
254
Frisch Financial Group
New York
$481K +$22.7K +754 +5%
CWP
255
Concord Wealth Partners
Virginia
$475K -$27.2K -903 -5%
PFO
256
Pathstone Family Office
New Jersey
$475K -$191K -6,350 -29%
RWM
257
Ritholtz Wealth Management
New York
$470K -$154K -5,111 -25%
SFP
258
Shepherd Financial Partners
Massachusetts
$467K +$467K +15,539 New
WWP
259
WR Wealth Planners
Missouri
$464K -$33.2K -1,104 -7%
SPL
260
Smart Portfolios LLC
Washington
$462K +$462K +15,353 New
Natixis Advisors
261
Natixis Advisors
Massachusetts
$461K +$144K +4,805 +46%
SB
262
Simmons Bank
Arkansas
$460K – – –
GIA
263
Goodwin Investment Advisory
Georgia
$456K -$2.04M -67,910 -82%
DE
264
Day & Ennis
Georgia
$454K -$324K -10,785 -42%
UFA
265
US Financial Advisors
Massachusetts
$453K +$453K +15,060 New
WBG
266
Wharton Business Group
Pennsylvania
$448K +$106K +3,525 +31%
SAM
267
Strategy Asset Managers
California
$434K -$68.8K -2,288 -14%
PCH
268
PGIM Custom Harvest
New Jersey
$426K +$426K +14,170 New
MM
269
Main Management
California
$426K – – –
TC
270
Trilogy Capital
California
$425K -$12.2K -407 -3%
CIAS
271
Capital Investment Advisory Services
North Carolina
$424K -$84.6K -2,815 -17%
PL
272
Plancorp LLC
Missouri
$421K -$62.6K -2,081 -13%
CTC
273
Central Trust Company
Missouri
$418K -$96.5K -3,209 -19%
MA
274
Mutual Advisors
Nebraska
$418K -$534K -17,763 -56%
PFGIA
275
Patriot Financial Group Insurance Agency
Massachusetts
$418K +$17K +567 +4%
9 10
11
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