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

Top Sellers

1
Jane Street
1
Jane Street
New York
$40.4M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
4
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
326
Evergreen Capital Management
Washington
$297K -$28.2K -895 -9%
PHIC
327
Pine Haven Investment Counsel
Massachusetts
$297K +$22K +700 +8%
MPW
328
MA Private Wealth
California
$294K +$69.7K +2,214 +31%
Renaissance Technologies
329
Renaissance Technologies
New York
$293K -$2.14M -67,900 -88%
CWM
330
Cranbrook Wealth Management
Michigan
$285K – – –
TPCW
331
TD Private Client Wealth
New York
$282K +$16.7K +531 +6%
RCWMU
332
Rothschild & Co Wealth Management (UK)
United Kingdom
$281K – – –
QPWM
333
Quadrant Private Wealth Management
Pennsylvania
$281K -$58.8K -1,867 -17%
WTB
334
Washington Trust Bank
Washington
$279K +$1.17K +37 +0.4%
OBWG
335
Onyx Bridge Wealth Group
New York
$277K +$277K +8,788 New
HPM
336
Hoxton Planning & Management
West Virginia
$274K -$18.9K -600 -6%
KWM
337
Kingsview Wealth Management
Oregon
$274K -$78.8K -2,503 -22%
WAP
338
Wealthcare Advisory Partners
Pennsylvania
$272K +$62K +1,968 +30%
AFAS
339
Acorn Financial Advisory Services
Virginia
$271K – – –
RA
340
RFG Advisory
Alabama
$269K +$46.4K +1,473 +21%
AL
341
Aspiriant LLC
California
$269K -$898K -28,526 -77%
CG
342
Caprock Group
Idaho
$268K – – –
SAS
343
Sage Advisory Services
Texas
$268K -$155K -4,929 -37%
MWP
344
Moller Wealth Partners
$267K – – –
RP
345
Riverwater Partners
Wisconsin
$265K -$239K -7,592 -47%
CPP
346
Capasso Planning Partners
South Carolina
$262K +$944 +30 +0.4%
WFA
347
Wade Financial Advisory
California
$262K +$262K +8,315 New
YIH
348
Y-Intercept (HK)
Hong Kong
$261K +$261K +8,304 New
FA
349
Forefront Analytics
Pennsylvania
$261K +$1.1K +35 +0.4%
FWP
350
Falcon Wealth Planning
California
$261K +$40.8K +1,296 +19%
12 13
14
15 16