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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
Goldman Sachs
New York
$163M
3
LPL Financial
LPL Financial
California
$75.5M
4
WL
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
Jane Street
New York
$40.4M
2
OMC
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
301
Liberty Wealth Management
California
$361K +$361K +11,466 New
CF
302
Corrigan Financial
Rhode Island
$360K +$6.61K +210 +2%
WIA
303
World Investment Advisors
California
$357K -$268K -8,520 -43%
SQA
304
Simon Quick Advisors
New Jersey
$353K +$4.16K +132 +1%
FCM
305
Fortis Capital Management
Washington
$346K +$24.2K +770 +8%
ATC
306
Argent Trust Co
Tennessee
$346K – – –
UB
307
UMB Bank
Missouri
$344K – – –
VFA
308
Valeo Financial Advisors
Indiana
$344K +$115K +3,639 +50%
CB
309
Community Bank
New York
$338K +$24.9K +790 +8%
AWE
310
Avidian Wealth Enterprises
Texas
$337K -$6.2K -197 -2%
DE
311
Day & Ennis
Georgia
$335K -$140K -4,462 -30%
HR
312
Hardy Reed
Mississippi
$334K – – –
FPCP
313
Fort Point Capital Partners
California
$333K -$23.2K -736 -6%
OIA
314
OneDigital Investment Advisors
Kansas
$333K +$333K +10,586 New
BFA
315
BMS Financial Advisors
South Dakota
$330K -$1.37M -43,595 -81%
KFSC
316
Keystone Financial Services (Colorado)
Colorado
$325K -$36.1K -1,147 -10%
WSWA
317
Warren Street Wealth Advisors
California
$317K +$24.2K +770 +8%
FFA
318
First Foundation Advisors
California
$313K – – –
FAIM
319
Financial Advocates Investment Management
Washington
$312K +$60.6K +1,925 +24%
MWP
320
Meridian Wealth Partners
Pennsylvania
$312K +$43.6K +1,384 +16%
CFA
321
Cahill Financial Advisors
Minnesota
$308K – – –
DFA
322
DHK Financial Advisors
New Hampshire
$307K +$57.3K +1,820 +23%
CAMV
323
Concord Asset Management (Virginia)
Virginia
$306K +$37.8K +1,201 +14%
FCI
324
Financial Counselors Inc
Kansas
$302K -$64.2K -2,038 -18%
AF
325
Advisornet Financial
Minnesota
$300K -$81.9K -2,602 -21%
11 12
13
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