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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

512 hedge funds and large institutions have $3.03B invested in iShares ESG Aware MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 181 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+13
Holders Change %
+2.61%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
64
Increased
203
Reduced
181
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WL
WIT LLC
District of Columbia
$58.6M
2
Northern Trust
Northern Trust
Illinois
$144M
3
Wells Fargo
Wells Fargo
California
$56M
4
Citadel Advisors
Citadel Advisors
Florida
$12.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$73.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$523M
2
EI
Ellevest Inc
New York
$37.6M
3
Jane Street
Jane Street
New York
$4.35M
4
Wealthfront Advisers
Wealthfront Advisers
California
$84.6M
5
BlackRock
BlackRock
New York
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRWA
276
Long Run Wealth Advisors
New York
$411K +$1.74K +52 +0.4%
OBWG
277
Onyx Bridge Wealth Group
New York
$409K +$409K +12,259 New
TWM
278
Tradition Wealth Management
Minnesota
$409K +$72K +2,155 +21%
ECM
279
Evergreen Capital Management
Washington
$401K +$7.28K +218 +2%
WA
280
Wealth Alliance
New York
$400K -$200 -6 -0.1%
PHIC
281
Pine Haven Investment Counsel
Massachusetts
$394K – – –
FFA
282
Farther Finance Advisors
California
$391K -$3.27K -98 -0.8%
DE
283
Diversified Enterprises
Delaware
$388K -$46.4K -1,391 -11%
SRB
284
Shotwell Rutter Baer
Michigan
$388K +$11.4K +347 +3%
CA
285
CGN Advisors
Kansas
$387K +$42K +1,259 +12%
NP
286
NorthRock Partners
Minnesota
$385K -$3.74K -112 -1%
SWP
287
Sagespring Wealth Partners
Tennessee
$383K +$383K +11,468 New
PPW
288
Presilium Private Wealth
Pennsylvania
$381K +$32.5K +972 +9%
WIA
289
World Investment Advisors
California
$379K +$1K +30 +0.3%
WTB
290
Washington Trust Bank
Washington
$374K -$668 -20 -0.2%
UB
291
UMB Bank
Missouri
$373K -$801 -24 -0.2%
EWA
292
EverSource Wealth Advisors
Alabama
$371K +$23.5K +704 +7%
AGWCA
293
Annis Gardner Whiting Capital Advisors
Florida
$368K – – –
ATPW
294
Ashton Thomas Private Wealth
Arizona
$368K +$368K +11,010 New
CB
295
Community Bank
New York
$364K +$4.77K +143 +1%
RPSA
296
Richard P. Slaughter Associates
Texas
$359K -$11.4K -342 -3%
TF
297
TME Financial
California
$358K +$358K +9,828 New
RWM
298
Ritholtz Wealth Management
New York
$355K -$21.9K -655 -6%
WN
299
Williams & Novak
California
$351K +$7.81K +234 +2%
EWP
300
Elevation Wealth Partners
California
$346K +$4.34K +130 +1%
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