ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

512 hedge funds and large institutions have $3.03B invested in iShares ESG Aware MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 181 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+13
Holders Change %
+2.61%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
64
Increased
203
Reduced
181
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WL
WIT LLC
District of Columbia
$58.6M
2
Northern Trust
Northern Trust
Illinois
$144M
3
Wells Fargo
Wells Fargo
California
$56M
4
Citadel Advisors
Citadel Advisors
Florida
$12.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$73.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$523M
2
EI
Ellevest Inc
New York
$37.6M
3
Jane Street
Jane Street
New York
$4.35M
4
Wealthfront Advisers
Wealthfront Advisers
California
$84.6M
5
BlackRock
BlackRock
New York
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
251
Freedom Investment Management
Connecticut
$480K +$154K +4,609 +47%
SCA
252
Snowden Capital Advisors
New York
$479K +$27.5K +824 +6%
MWP
253
Meridian Wealth Partners
Pennsylvania
$475K -$27.8K -834 -6%
HR
254
Hardy Reed
Mississippi
$473K +$55K +1,646 +13%
WBG
255
Wharton Business Group
Pennsylvania
$463K -$71K -2,125 -13%
RIA
256
Regal Investment Advisors
Michigan
$454K +$14.7K +440 +3%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$454K – – –
WSWA
258
Warren Street Wealth Advisors
California
$450K +$65.9K +1,973 +17%
SW
259
SVB Wealth
Massachusetts
$446K +$446K +13,372 New
UBP
260
Union Bancaire Privee
Switzerland
$446K +$446K +14,310 New
TWM
261
TriaGen Wealth Management
California
$445K -$17K -509 -4%
CF
262
Corrigan Financial
Rhode Island
$444K +$17.3K +518 +4%
AAM
263
Ameraudi Asset Management
New York
$444K – – –
PFA
264
Pure Financial Advisors
California
$444K +$66K +1,976 +17%
CCM
265
Coldstream Capital Management
Washington
$441K -$4.98K -149 -1%
FCM
266
Fortis Capital Management
Washington
$440K +$11.3K +339 +3%
PTC
267
Private Trust Company
Ohio
$437K – – –
SAS
268
Sage Advisory Services
Texas
$434K +$7.34K +220 +2%
BWP
269
BlueStem Wealth Partners
Minnesota
$431K +$431K +12,912 New
PGA
270
Portland Global Advisors
Maine
$431K -$3.34K -100 -0.8%
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$429K -$15.3K -457 -3%
SWA
272
Sax Wealth Advisors
New Jersey
$419K -$196K -5,863 -32%
MPW
273
MA Private Wealth
California
$417K +$3.61K +108 +0.9%
AIFS
274
A&I Financial Services
Colorado
$416K +$416K +12,457 New
SC
275
Stephens Consulting
Michigan
$415K +$71.3K +2,134 +21%
9 10
11
12 13