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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
Goldman Sachs
New York
$163M
3
LPL Financial
LPL Financial
California
$75.5M
4
WL
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
Jane Street
New York
$40.4M
2
OMC
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
276
Arete Wealth Advisors
Illinois
$422K -$229K -7,266 -35%
AAM
277
Ameraudi Asset Management
New York
$419K – – –
PFGIA
278
Patriot Financial Group Insurance Agency
Massachusetts
$417K -$20.9K -664 -5%
RCM
279
Rain Capital Management
Oregon
$415K – – –
TFO
280
Tarbox Family Office
California
$412K +$31K +984 +8%
TCA
281
Transcend Capital Advisors
New Jersey
$412K +$176K +5,596 +75%
MM
282
Main Management
California
$411K -$34.8K -1,107 -8%
AllianceBernstein
283
AllianceBernstein
Tennessee
$411K +$150K +4,775 +58%
CAL
284
Capital Analysts LLC
Pennsylvania
$403K +$21.2K +672 +6%
OFP
285
OLIO Financial Planning
Virginia
$403K +$10.6K +336 +3%
UL
286
Unionview LLC
Washington
$402K +$8.72K +277 +2%
SFO
287
Stokes Family Office
Louisiana
$394K -$2.68K -85 -0.7%
FMN
288
Financial Management Network
California
$392K +$12.2K +387 +3%
JPG
289
Jordan Park Group
California
$390K +$1.54K +49 +0.4%
CWM
290
Cornerstone Wealth Management
Missouri
$388K +$388K +12,329 New
SWA
291
Stratos Wealth Advisors
Ohio
$388K +$142K +4,520 +58%
APW
292
Austin Private Wealth
Texas
$386K -$38.1K -1,210 -9%
PGA
293
Portland Global Advisors
Maine
$382K +$44.1K +1,400 +13%
Vontobel Holding
294
Vontobel Holding
Switzerland
$378K -$12K -380 -3%
BIA
295
Bell Investment Advisors
California
$371K +$65.1K +2,068 +21%
MYIA
296
Mount Yale Investment Advisors
Colorado
$369K +$369K +11,706 New
BSWM
297
Boston Standard Wealth Management
Massachusetts
$367K -$29.5K -938 -7%
BOPW
298
Brandywine Oak Private Wealth
Pennsylvania
$364K +$10.9K +346 +3%
CCWA
299
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$363K -$14.3K -454 -4%
LFG
300
Larson Financial Group
Missouri
$362K -$1.64K -52 -0.4%
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