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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

510 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 75 funds opening new positions, 182 increasing their positions, 192 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+18
Holders Change %
+3.66%
% of All Funds
7.48%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
75
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 %
PAG
276
Private Advisor Group
New Jersey
$408K -$44.3K -1,383 -10%
PGA
277
Portland Global Advisors
Maine
$406K – – –
CAL
278
Capital Analysts LLC
Pennsylvania
$404K +$17.9K +558 +5%
ECM
279
Evergreen Capital Management
Washington
$403K +$99.9K +3,116 +33%
HF
280
HRT Financial
New York
$403K +$403K +12,572 New
LFG
281
Larson Financial Group
Missouri
$402K -$1.73K -54 -0.4%
CA
282
Cetera Advisors
Colorado
$401K -$794K -24,776 -66%
WSWA
283
Warren Street Wealth Advisors
California
$397K +$70.1K +2,187 +21%
HR
284
Hardy Reed
Mississippi
$392K -$32.2K -1,005 -8%
FCM
285
Fortis Capital Management
Washington
$384K +$6.89K +215 +2%
FI
286
Financial Insights
Washington
$381K -$6.96K -217 -2%
PFGIA
287
Patriot Financial Group Insurance Agency
Massachusetts
$380K -$3.78K -118 -1%
CF
288
Corrigan Financial
Rhode Island
$378K +$2.85K +89 +0.8%
UL
289
Unionview LLC
Washington
$377K +$16K +500 +4%
MWM
290
Meridian Wealth Management
Kentucky
$376K +$376K +11,741 New
FFA
291
First Foundation Advisors
California
$374K +$37.1K +1,157 +11%
BSWM
292
Boston Standard Wealth Management
Massachusetts
$374K – – –
APW
293
Austin Private Wealth
Texas
$363K +$77K +2,402 +27%
NP
294
NorthRock Partners
Minnesota
$363K +$363K +11,329 New
OIA
295
OneDigital Investment Advisors
Kansas
$362K +$48.4K +1,511 +15%
CCA
296
Cobblestone Capital Advisors
New York
$362K +$69.8K +2,177 +24%
TC
297
TownSquare Capital
Utah
$353K -$560K -17,465 -61%
CPP
298
Capasso Planning Partners
South Carolina
$353K +$48.6K +1,516 +16%
GFS
299
GYL Financial Synergies
Connecticut
$353K +$353K +11,014 New
CB
300
Community Bank
New York
$350K +$481 +15 +0.1%
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