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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

518 hedge funds and large institutions have $3.28B invested in iShares ESG Aware MSCI EM ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 216 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-13
Holders Change %
-2.45%
% of All Funds
8.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
80
Increased
167
Reduced
216
Closed
80
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
+$238K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.3M
2
OMC
Old Mission Capital
Illinois
$36.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.3M
4
Wealthfront Advisers
Wealthfront Advisers
California
$48.4M
5
Betterment LLC
Betterment LLC
New York
$71.2M

Top Sellers

1
Jane Street
Jane Street
New York
$87.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$169M
3
AWA
Arete Wealth Advisors
Illinois
$622M
4
CIAS
CFS Investment Advisory Services
New Jersey
$280K
5
Morgan Stanley
Morgan Stanley
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
276
Opes Wealth Management
California
$415K – – –
WWP
277
Waypoint Wealth Partners
California
$415K +$415K +13,800 New
PTC
278
Private Trust Company
Ohio
$412K – – –
HWM
279
HB Wealth Management
Georgia
$409K +$17K +566 +4%
APW
280
Austin Private Wealth
Texas
$405K -$1.8M -59,858 -82%
SAS
281
Sage Advisory Services
Texas
$404K +$182K +6,065 +82%
HWA
282
Heritage Wealth Advisors
Virginia
$402K +$962 +32 +0.2%
AAM
283
Ameraudi Asset Management
New York
$400K +$400K +13,309 New
SFG
284
Sage Financial Group
Pennsylvania
$398K +$398K +13,239 New
RCM
285
Rain Capital Management
Oregon
$397K +$6.86K +228 +2%
PA
286
Parallel Advisors
California
$389K +$50.8K +1,689 +15%
RIA
287
Regal Investment Advisors
Michigan
$386K -$586K -19,480 -60%
BWM
288
BerganKDV Wealth Management
Minnesota
$380K -$23.2K -770 -6%
SFO
289
Stokes Family Office
Louisiana
$379K -$14.3K -475 -4%
BSWM
290
Boston Standard Wealth Management
Massachusetts
$379K +$19.6K +653 +5%
KFSC
291
Keystone Financial Services (Colorado)
Colorado
$379K -$14.1K -426 -4%
FMN
292
Financial Management Network
California
$378K +$18.6K +595 +5%
VCP
293
Verus Capital Partners
Arizona
$378K -$32.5K -1,081 -8%
UL
294
Unionview LLC
Washington
$375K +$3.52K +117 +0.9%
OFP
295
OLIO Financial Planning
Virginia
$375K -$43.6K -1,449 -10%
Vontobel Holding
296
Vontobel Holding
Switzerland
$372K -$7.55K -251 -2%
JPG
297
Jordan Park Group
California
$371K +$2.98K +99 +0.8%
NCM
298
NCM Capital Management
New Jersey
$369K -$72.8K -2,422 -16%
NL
299
NWAM LLC
Washington
$365K -$81.6K -2,713 -18%
AF
300
Advisornet Financial
Minnesota
$364K -$409K -13,591 -53%
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