ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

493 hedge funds and large institutions have $3.16B invested in iShares ESG Aware MSCI EM ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 175 increasing their positions, 207 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-19
Holders Change %
-3.71%
% of All Funds
6.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
38
Increased
175
Reduced
207
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$209M
2
Goldman Sachs
Goldman Sachs
New York
$102M
3
Ameriprise
Ameriprise
Minnesota
$57.8M
4
WANY
Wealthspire Advisors (New York)
New York
$16.3M
5
Corient Private Wealth
Corient Private Wealth
Florida
$21.4M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$170M
2
Betterment LLC
Betterment LLC
New York
$104M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.6M
4
Citadel Advisors
Citadel Advisors
Florida
$4.29M
5
EI
Ellevest Inc
New York
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSWM
251
Boston Standard Wealth Management
Massachusetts
$471K -$26.2K -781 -5%
WSWA
252
Warren Street Wealth Advisors
California
$470K -$489 -14 -0.1%
CF
253
Corrigan Financial
Rhode Island
$467K +$2.2K +63 +0.5%
SW
254
SVB Wealth
Massachusetts
$467K – – –
CCM
255
Coldstream Capital Management
Washington
$466K +$4.89K +140 +1%
AAM
256
Ameraudi Asset Management
New York
$465K – – –
DT
257
Diversified Trust
Tennessee
$464K +$464K +13,284 New
PTC
258
Private Trust Company
Ohio
$457K – – –
SAS
259
Sage Advisory Services
Texas
$455K – – –
B
260
Birchbrook
Maine
$454K +$315K +9,024 +228%
BIG
261
Brookwood Investment Group
Arizona
$453K +$453K +12,955 New
SC
262
Stephens Consulting
Michigan
$452K +$17.6K +504 +4%
PGA
263
Portland Global Advisors
Maine
$451K – – –
VAF
264
Values Added Financial
District of Columbia
$449K +$224K +6,411 +100%
SW
265
SoFi Wealth
California
$444K +$365K +10,453 +465%
DE
266
Diversified Enterprises
Delaware
$444K +$37K +1,059 +9%
HNB
267
Huntington National Bank
Ohio
$442K -$173K – –
CAL
268
Capital Analysts LLC
Pennsylvania
$437K -$90.8K -2,598 -17%
MPW
269
MA Private Wealth
California
$436K – – –
ECM
270
Evergreen Capital Management
Washington
$436K +$17.2K +491 +4%
WTB
271
Washington Trust Bank
Washington
$436K +$44.4K +1,270 +11%
MWP
272
Meridian Wealth Partners
Pennsylvania
$434K -$62.9K -1,799 -13%
WIA
273
World Investment Advisors
California
$423K +$26.2K +749 +7%
FWP
274
Falcon Wealth Planning
California
$415K -$98.9K -2,829 -19%
PHIC
275
Pine Haven Investment Counsel
Massachusetts
$413K – – –
9 10
11
12 13