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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

512 hedge funds and large institutions have $3.03B invested in iShares ESG Aware MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 181 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+13
Holders Change %
+2.61%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
64
Increased
203
Reduced
181
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WL
1
WIT LLC
District of Columbia
$58.6M
2
Northern Trust
2
Northern Trust
Illinois
$144M
3
Wells Fargo
3
Wells Fargo
California
$56M
4
Citadel Advisors
4
Citadel Advisors
Florida
$12.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$73.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$523M
2
EI
2
Ellevest Inc
New York
$37.6M
3
Jane Street
3
Jane Street
New York
$4.35M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$84.6M
5
BlackRock
5
BlackRock
New York
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Capital Advantage
California
$346K +$346K +10,357 New
TPCW
302
TD Private Client Wealth
New York
$344K +$7.71K +231 +2%
GC
303
Garde Capital
Washington
$335K -$325K -9,734 -49%
VFA
304
Valeo Financial Advisors
Indiana
$331K – – –
SEIA
305
Signature Estate & Investment Advisors
California
$327K +$534 +16 +0.2%
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$326K -$131K -3,919 -29%
ST
307
Spinnaker Trust
Maine
$322K -$6.38K -191 -2%
FWI
308
Facet Wealth Inc
Maryland
$321K +$2.37K +68 +0.7%
Massachusetts Financial Services
309
Massachusetts Financial Services
Massachusetts
$314K -$115K -3,441 -27%
WWM
310
WT Wealth Management
Arizona
$311K +$334 +10 +0.1%
BBA
311
BLB&B Advisors
Pennsylvania
$310K -$2.3K -69 -0.7%
MCM
312
MAI Capital Management
Ohio
$307K +$2.37K +71 +0.8%
KWA
313
Kingswood Wealth Advisors
California
$304K +$304K +9,107 New
RCWMU
314
Rothschild & Co Wealth Management (UK)
United Kingdom
$298K – – –
OWCM
315
One Wealth Capital Management
Arizona
$297K +$297K +8,907 New
AWM
316
Apollon Wealth Management
South Carolina
$295K -$11.1K -331 -4%
VCP
317
Verus Capital Partners
Arizona
$295K -$136K -4,062 -31%
RIM
318
RW Investment Management
Idaho
$294K -$44.5K -1,332 -13%
KFSC
319
Keystone Financial Services (Colorado)
Colorado
$291K +$467 +14 +0.2%
BWL
320
Bogart Wealth LLC
Virginia
$291K -$47.5K -1,422 -14%
MWP
321
Moller Wealth Partners
$290K +$1.17K +35 +0.4%
FCI
322
Financial Counselors Inc
Kansas
$289K -$106K -3,166 -27%
BWP
323
BSW Wealth Partners
Colorado
$285K -$3.84K -115 -1%
SG
324
Sharper & Granite
California
$284K -$8.01K -240 -3%
UL
325
Unionview LLC
Washington
$284K -$10.8K -324 -4%
11 12
13
14 15