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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

502 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI EM ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 217 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
217
Reduced
181
Closed
41
Calls
–
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$458K

Top Buyers

1
BlackRock
BlackRock
New York
+$16.7M
2
Morgan Stanley
Morgan Stanley
New York
+$11.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$10.2M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$7.07M
5
LGWM
Litman Gregory Wealth Management
California
+$5.23M

Top Sellers

1
Jane Street
Jane Street
New York
-$40.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.8M
3
Goldman Sachs
Goldman Sachs
New York
-$26.6M
4
SWG
Summit Wealth Group
Vermont
-$25.7M
5
M1FG
Mach-1 Financial Group
Arkansas
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
251
SVB Wealth
Massachusetts
$505K -$45.3K -1,433 -8%
OP
252
ORG Partners
Indiana
$502K +$502K +15,696 New
DFA
253
DHK Financial Advisors
New Hampshire
$501K +$193K +6,098 +63%
CWP
254
Concord Wealth Partners
Virginia
$501K +$61K +1,929 +14%
UFA
255
US Financial Advisors
Massachusetts
$498K -$949 -30 -0.2%
FPCP
256
Fort Point Capital Partners
California
$493K +$159K +5,012 +47%
PTC
257
Private Trust Company
Ohio
$491K +$58.2K +1,839 +13%
RWM
258
Ritholtz Wealth Management
New York
$480K -$5.06K -160 -1%
SFP
259
Shepherd Financial Partners
Massachusetts
$467K -$12.2K -385 -3%
WWP
260
WR Wealth Planners
Missouri
$463K -$28.1K -889 -6%
MLA
261
My Legacy Advisors
Oregon
$459K -$74.8K -2,268 -14%
PL
262
Plancorp LLC
Missouri
$457K +$4.59K +145 +1%
SWG
263
Summit Wealth Group
Vermont
$457K -$25.7M -812,442 -98%
KP
264
Keel Point
Alabama
$446K -$96.1K -3,039 -18%
LRWA
265
Long Run Wealth Advisors
New York
$445K -$10.7K -337 -2%
VCP
266
Verus Capital Partners
Arizona
$444K -$19.8K -627 -4%
PAG
267
Private Advisor Group
New Jersey
$443K +$2.94K +93 +0.7%
SFG
268
Sage Financial Group
Pennsylvania
$434K +$1.33K +42 +0.3%
AWM
269
Apollon Wealth Management
South Carolina
$434K -$370K -11,700 -46%
HWM
270
HB Wealth Management
Georgia
$432K +$1.01K +32 +0.2%
BOPW
271
Brandywine Oak Private Wealth
Pennsylvania
$431K +$65.7K +2,077 +18%
SAS
272
Sage Advisory Services
Texas
$430K +$161K +5,094 +60%
TFO
273
Tarbox Family Office
California
$426K +$11.2K +355 +3%
MWP
274
Meridian Wealth Partners
Pennsylvania
$423K +$110K +3,472 +35%
AAM
275
Ameraudi Asset Management
New York
$421K – – –
9 10
11
12 13