ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

509 hedge funds and large institutions have $2.8B invested in iShares ESG Aware MSCI EM ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 192 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
74
Increased
182
Reduced
192
Closed
49
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$119M
2
Jane Street
Jane Street
New York
+$25.2M
3
Goldman Sachs
Goldman Sachs
New York
+$17M
4
BlackRock
BlackRock
New York
+$11.4M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$10.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$112M
2
LPL Financial
LPL Financial
California
-$38.9M
3
EI
Ellevest Inc
New York
-$24.5M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$13.5M
5
Osaic Holdings
Osaic Holdings
Arizona
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPL
251
Smart Portfolios LLC
Washington
$471K -$39.1K -1,235 -8%
RWM
252
Ritholtz Wealth Management
New York
$470K -$1.12K -35 -0.2%
SWG
253
Summit Wealth Group
Vermont
$469K +$1.96K +61 +0.4%
KP
254
Keel Point
Alabama
$468K -$44.8K -1,398 -9%
BOPW
255
Brandywine Oak Private Wealth
Pennsylvania
$465K +$13.4K +417 +3%
SFG
256
Sage Financial Group
Pennsylvania
$465K +$17.1K +534 +4%
CFGS
257
Concourse Financial Group Securities
Alabama
$458K -$537K -16,742 -54%
AWM
258
AE Wealth Management
Kansas
$456K -$280K -9,062 -38%
PA
259
Parkside Advisors
California
$454K +$51.6K +1,610 +13%
SAS
260
Sage Advisory Services
Texas
$452K – – –
SB
261
Strategic Blueprint
Georgia
$448K -$35.8K -1,116 -7%
HWM
262
HB Wealth Management
Georgia
$447K -$353 -11 -0.1%
OWA
263
Octavia Wealth Advisors
Ohio
$438K -$35.9K -1,120 -8%
KWM
264
Keebeck Wealth Management
Illinois
$432K -$884K -27,566 -67%
Pathstone Holdings
265
Pathstone Holdings
New Jersey
$431K +$431K +13,458 New
AAM
266
Ameraudi Asset Management
New York
$427K – – –
PIA
267
Perennial Investment Advisors
California
$426K -$121K -3,782 -22%
LRWA
268
Long Run Wealth Advisors
New York
$422K -$11.1K -347 -3%
BIA
269
Bell Investment Advisors
California
$420K +$19K +594 +5%
PTC
270
Private Trust Company
Ohio
$419K -$59K -1,839 -12%
KF
271
Krilogy Financial
Missouri
$419K +$419K +13,058 New
ASFA
272
All Season Financial Advisors
Colorado
$412K -$91.8K -2,862 -18%
FWP
273
Falcon Wealth Planning
California
$411K -$449 -14 -0.1%
JPG
274
Jordan Park Group
California
$409K +$10.2K +318 +3%
PAG
275
Private Advisor Group
New Jersey
$408K -$44.3K -1,383 -10%
9 10
11
12 13