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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

518 hedge funds and large institutions have $3.28B invested in iShares ESG Aware MSCI EM ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 216 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-13
Holders Change %
-2.45%
% of All Funds
8.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
80
Increased
167
Reduced
216
Closed
80
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
+$238K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.3M
2
OMC
Old Mission Capital
Illinois
$36.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.3M
4
Wealthfront Advisers
Wealthfront Advisers
California
$48.4M
5
Betterment LLC
Betterment LLC
New York
$71.2M

Top Sellers

1
Jane Street
Jane Street
New York
$87.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$169M
3
AWA
Arete Wealth Advisors
Illinois
$622M
4
CIAS
CFS Investment Advisory Services
New Jersey
$280K
5
Morgan Stanley
Morgan Stanley
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
301
Tarbox Family Office
California
$364K +$67K +2,229 +23%
CAL
302
Capital Analysts LLC
Pennsylvania
$364K +$26.4K +880 +8%
CCWA
303
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$360K -$352K -11,690 -49%
FCI
304
Financial Counselors Inc
Kansas
$350K -$14.7K -487 -4%
LFG
305
Larson Financial Group
Missouri
$348K +$36.1K +1,201 +12%
FPCP
306
Fort Point Capital Partners
California
$341K – – –
CF
307
Corrigan Financial
Rhode Island
$337K +$38.6K +1,282 +13%
BOPW
308
Brandywine Oak Private Wealth
Pennsylvania
$337K +$9.11K +303 +3%
KWM
309
Kingsview Wealth Management
Oregon
$337K -$57.8K -1,923 -15%
SPC
310
Sigma Planning Corp
Michigan
$333K -$195K -6,495 -37%
SQA
311
Simon Quick Advisors
New Jersey
$333K -$13.6K -453 -4%
ATC
312
Argent Trust Co
Tennessee
$330K +$330K +10,979 New
UB
313
UMB Bank
Missouri
$328K – – –
AWE
314
Avidian Wealth Enterprises
Texas
$328K -$14.5K -483 -4%
QPWM
315
Quadrant Private Wealth Management
Pennsylvania
$325K +$325K +10,800 New
PGA
316
Portland Global Advisors
Maine
$323K – – –
HR
317
Hardy Reed
Mississippi
$319K -$97.5K -3,243 -23%
ECM
318
Evergreen Capital Management
Washington
$311K +$9.17K +305 +3%
FCM
319
Fortis Capital Management
Washington
$307K +$53K +1,761 +21%
AG
320
Ascent Group
Virginia
$307K +$44.5K +1,479 +17%
BFEC
321
Benjamin F. Edwards & Company
Missouri
$307K -$3.92K -130 -1%
WS
322
Wedbush Securities
California
$306K +$73K +2,428 +31%
CB
323
Community Bank
New York
$299K -$1.65K -55 -0.5%
FFA
324
First Foundation Advisors
California
$299K +$299K +9,948 New
SW
325
SVB Wealth
Massachusetts
$299K -$137K -4,570 -32%
11 12
13
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