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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

493 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 208 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
7.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
208
Reduced
165
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$38.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.8M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$22.3M
4
BlackRock
BlackRock
New York
+$15.2M
5
Goldman Sachs
Goldman Sachs
New York
+$14.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$91M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$36.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.3M
4
OMC
Old Mission Capital
Illinois
-$9.66M
5
Bank of America
Bank of America
North Carolina
-$8.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
276
Washington Trust Bank
Washington
$376K +$4.36K +130 +1%
D
277
Diversified
Delaware
$375K +$375K +11,193 New
FI
278
Financial Insights
Washington
$374K -$67 -2 -0%
SW
279
SVB Wealth
Massachusetts
$371K – – –
AF
280
Advisornet Financial
Minnesota
$369K +$4.66K +139 +1%
SRB
281
Shotwell Rutter Baer
Michigan
$369K -$19.7K -570 -5%
CB
282
Community Bank
New York
$361K -$335 -10 -0.1%
AGWCA
283
Annis Gardner Whiting Capital Advisors
Florida
$360K – – –
BAM
284
Belpointe Asset Management
Nevada
$357K +$357K +10,657 New
RA
285
RFG Advisory
Alabama
$356K +$356K +10,626 New
SB
286
Strategic Blueprint
Georgia
$354K +$54.6K +1,628 +18%
HT
287
Heritage Trust
Oklahoma
$348K – – –
OBWG
288
Onyx Bridge Wealth Group
New York
$348K +$348K +10,364 New
WN
289
Williams & Novak
California
$348K +$17.4K +520 +5%
EWA
290
EverSource Wealth Advisors
Alabama
$347K +$253K +7,455 +267%
EWP
291
Elevation Wealth Partners
California
$343K +$132K +3,922 +62%
PPW
292
Presilium Private Wealth
Pennsylvania
$340K -$2.31K -69 -0.7%
TWM
293
Tradition Wealth Management
Minnesota
$338K +$77.5K +2,310 +30%
BBA
294
BLB&B Advisors
Pennsylvania
$338K +$14.6K +436 +5%
TPCW
295
TD Private Client Wealth
New York
$337K -$3.86K -115 -1%
SC
296
Stephens Consulting
Michigan
$336K +$40.3K +1,202 +14%
UB
297
UMB Bank
Missouri
$335K +$335K +10,000 New
VFA
298
Valeo Financial Advisors
Indiana
$333K -$13.9K -416 -4%
MPW
299
MA Private Wealth
California
$328K – – –
RPSA
300
Richard P. Slaughter Associates
Texas
$327K +$327K +9,742 New
10 11
12
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