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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 %
FLPIM
301
F.L. Putnam Investment Management
Massachusetts
$324K +$324K +9,660 New
ATC
302
Argent Trust Co
Tennessee
$323K – – –
SAM
303
Strategy Asset Managers
California
$321K +$321K +10,148 New
MCM
304
MAI Capital Management
Ohio
$314K +$314K +9,369 New
FWI
305
Facet Wealth Inc
Maryland
$313K +$313K +9,457 New
ST
306
Spinnaker Trust
Maine
$313K +$15.7K +467 +5%
AI
307
Atria Investments
North Carolina
$311K +$311K +9,286 New
FHA
308
First Horizon Advisors
Tennessee
$309K +$50.9K +1,517 +20%
PP
309
PDS Planning
Ohio
$309K +$2.65K +79 +0.9%
CWS
310
Cypress Wealth Services
California
$308K -$1.54K -46 -0.5%
KFSC
311
Keystone Financial Services (Colorado)
Colorado
$306K -$570 -17 -0.2%
WWM
312
WT Wealth Management
Arizona
$305K -$16.5K -492 -5%
FIM
313
Freedom Investment Management
Connecticut
$305K +$59.1K +1,762 +24%
Pathstone Holdings
314
Pathstone Holdings
New Jersey
$304K -$47.5K -1,416 -14%
RCWMU
315
Rothschild & Co Wealth Management (UK)
United Kingdom
$300K – – –
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$298K +$34K +1,015 +13%
FFA
317
First Foundation Advisors
California
$297K -$27.4K -817 -8%
BWL
318
Bogart Wealth LLC
Virginia
$295K +$117K +3,502 +66%
MWP
319
Moller Wealth Partners
$290K – – –
BWP
320
BSW Wealth Partners
Colorado
$290K -$222K -6,631 -43%
TIM
321
Tortoise Investment Management
New York
$282K +$50.6K +1,510 +22%
SG
322
Sharper & Granite
California
$280K +$335 +10 +0.1%
NP
323
NorthRock Partners
Minnesota
$280K -$105K -3,141 -27%
CPP
324
Capasso Planning Partners
South Carolina
$279K +$1.21K +36 +0.4%
AWA
325
Aaron Wealth Advisors
Illinois
$279K -$38.4K -1,145 -12%
11 12
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