ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
Goldman Sachs
New York
$163M
3
LPL Financial
LPL Financial
California
$75.5M
4
WL
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
Jane Street
New York
$40.4M
2
OMC
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
251
WR Wealth Planners
Missouri
$489K +$3.09K +98 +0.6%
SB
252
Simmons Bank
Arkansas
$488K +$7.02K +223 +1%
NL
253
NWAM LLC
Washington
$484K +$102K +3,242 +27%
RWM
254
Ritholtz Wealth Management
New York
$483K -$9.92K -315 -2%
SPL
255
Smart Portfolios LLC
Washington
$479K -$4.38K -139 -0.9%
SFP
256
Shepherd Financial Partners
Massachusetts
$477K -$11.8K -376 -2%
FFG
257
Frisch Financial Group
New York
$473K -$30.6K -971 -6%
SXL
258
Summit X LLC
Missouri
$465K -$2.92M -92,799 -86%
PA
259
PFG Advisors
Arizona
$464K -$179K -5,700 -28%
TC
260
Trilogy Capital
California
$463K +$18.2K +579 +4%
VCP
261
Verus Capital Partners
Arizona
$461K +$66K +2,098 +17%
PI
262
PFG Investments
New York
$457K +$457K +14,511 New
LRWA
263
Long Run Wealth Advisors
New York
$453K -$212K -6,749 -32%
WS
264
Wedbush Securities
California
$451K +$130K +4,143 +41%
PL
265
Plancorp LLC
Missouri
$451K +$9.29K +295 +2%
SAM
266
Strategy Asset Managers
California
$446K -$8.69K -276 -2%
GIA
267
Goodwin Investment Advisory
Georgia
$441K -$36.1K -1,148 -8%
SPC
268
Sigma Planning Corp
Michigan
$439K +$89.7K +2,850 +26%
PAG
269
Private Advisor Group
New Jersey
$438K -$23.4K -742 -5%
CWP
270
Concord Wealth Partners
Virginia
$437K -$59.6K -1,892 -12%
FI
271
Financial Insights
Washington
$433K -$214K -6,788 -33%
PTC
272
Private Trust Company
Ohio
$431K – – –
SFG
273
Sage Financial Group
Pennsylvania
$431K +$13.8K +439 +3%
HWM
274
HB Wealth Management
Georgia
$429K – – –
HWA
275
Heritage Wealth Advisors
Virginia
$427K +$6.45K +205 +2%
9 10
11
12 13