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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

499 hedge funds and large institutions have $3.31B invested in iShares ESG Aware MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 174 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
191
Reduced
174
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$60.6M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$45.6M
3
Jane Street
Jane Street
New York
+$24.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$14.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.6M

Top Sellers

1
WL
WIT LLC
District of Columbia
-$74M
2
Goldman Sachs
Goldman Sachs
New York
-$22.3M
3
BlackRock
BlackRock
New York
-$4.78M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.86M
5
Northern Trust
Northern Trust
Illinois
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
301
TD Private Client Wealth
New York
$367K +$1.31K +36 +0.4%
VFA
302
Valeo Financial Advisors
Indiana
$361K – – –
ST
303
Spinnaker Trust
Maine
$358K +$18.2K +501 +5%
FIM
304
Freedom Investment Management
Connecticut
$356K +$25.1K +688 +8%
SEIA
305
Signature Estate & Investment Advisors
California
$356K -$73.7K -2,024 -17%
FHA
306
First Horizon Advisors
Tennessee
$348K +$12.3K +337 +4%
AI
307
Atria Investments
North Carolina
$346K +$7.9K +217 +2%
SB
308
Strategic Blueprint
Georgia
$344K -$40.7K -1,118 -11%
BBA
309
BLB&B Advisors
Pennsylvania
$341K -$26.3K -721 -7%
WWM
310
WT Wealth Management
Arizona
$340K +$7.6K +208 +2%
AWM
311
Apollon Wealth Management
South Carolina
$334K +$39.7K +1,090 +13%
MCM
312
MAI Capital Management
Ohio
$332K -$9.18K -252 -3%
RCWMU
313
Rothschild & Co Wealth Management (UK)
United Kingdom
$325K – – –
FWI
314
Facet Wealth Inc
Maryland
$323K -$10.9K -308 -3%
Pathstone Holdings
315
Pathstone Holdings
New Jersey
$323K -$6.92K -190 -2%
UL
316
Unionview LLC
Washington
$321K -$97.5K -2,678 -23%
SG
317
Sharper & Granite
California
$318K +$14.2K +389 +5%
KFSC
318
Keystone Financial Services (Colorado)
Colorado
$317K -$14.8K -406 -4%
MWP
319
Moller Wealth Partners
$315K -$328 -9 -0.1%
BWP
320
BSW Wealth Partners
Colorado
$315K – – –
TIM
321
Tortoise Investment Management
New York
$306K – – –
AWA
322
Aaron Wealth Advisors
Illinois
$303K – – –
Squarepoint
323
Squarepoint
New York
$296K +$296K +8,142 New
AWM
324
AE Wealth Management
Kansas
$295K -$6.15K -169 -2%
TFO
325
Tarbox Family Office
California
$289K – – –
11 12
13
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