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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

568 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 322 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+19
Holders Change %
+3.46%
% of All Funds
8.99%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
322
Reduced
114
Closed
48
Calls
–
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.13B
2
Morgan Stanley
2
Morgan Stanley
New York
$285M
3
LPL Financial
3
LPL Financial
California
$230M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$149M
5
PAS
5
Park Avenue Securities
New York
$113M

Top Sellers

1
Jane Street
1
Jane Street
New York
$113M
2
PP
2
Prudential plc
United Kingdom
$113M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
EI
4
Ellevest Inc
New York
$39.6M
5
Bank of America
5
Bank of America
North Carolina
$516M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOPW
301
Brandywine Oak Private Wealth
Pennsylvania
$600K +$57.2K +1,557 +11%
RW
302
REDW Wealth
New Mexico
$600K +$65K +1,770 +12%
HGWM
303
Horst & Graben Wealth Management
Oregon
$598K +$11.3K +307 +2%
AAM
304
Autus Asset Management
Arizona
$596K -$20.9K -569 -3%
DWT
305
Dorsey & Whitney Trust
South Dakota
$588K +$23K +626 +4%
MMA
306
Miracle Mile Advisors
California
$579K -$235K -6,398 -29%
BWM
307
BerganKDV Wealth Management
Minnesota
$570K +$16.4K +446 +3%
SB
308
Simmons Bank
Arkansas
$558K +$75.6K +2,056 +16%
CWP
309
Concord Wealth Partners
Virginia
$557K +$80.2K +2,185 +17%
GAM
310
Gould Asset Management
California
$553K -$56.3K -1,535 -9%
NCM
311
NCM Capital Management
New Jersey
$552K +$552K +15,028 New
QPWM
312
Quadrant Private Wealth Management
Pennsylvania
$541K +$145K +3,961 +37%
PIA
313
Pinion Investment Advisors
Kansas
$540K +$540K +14,708 New
HWM
314
HB Wealth Management
Georgia
$537K +$11.1K +302 +2%
BF
315
Brooklyn FI
New York
$535K +$304K +8,284 +132%
CT
316
Cambridge Trust
Massachusetts
$531K +$11.2K +306 +2%
LRWA
317
Long Run Wealth Advisors
New York
$530K +$52.7K +1,429 +11%
ADL
318
Asset Dedication LLC
California
$529K -$51.7K -1,411 -9%
FFG
319
Frisch Financial Group
New York
$529K – – –
DT
320
Diversified Trust
Tennessee
$529K +$262K +7,115 +98%
RFA
321
RTD Financial Advisors
Pennsylvania
$527K +$45.2K +1,230 +9%
BSW
322
Buckingham Strategic Wealth
Missouri
$526K +$187K +5,098 +55%
DL
323
DOHJ LLC
Washington
$523K +$136K +3,707 +35%
MM
324
Main Management
California
$521K -$16K -435 -3%
BFEC
325
Benjamin F. Edwards & Company
Missouri
$519K +$264K +7,203 +104%
11 12
13
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