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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-10
Holders Change %
-1.99%
% of All Funds
7.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
170
Reduced
205
Closed
38
Calls
$6K
Puts
$206K
Net Calls
-$200K
Net Calls Change
+$6K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$460M
2
OMC
Old Mission Capital
Illinois
$12.5M
3
Jane Street
Jane Street
New York
$6.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11M
5
LPL Financial
LPL Financial
California
$66.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$71.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
3
BlackRock
BlackRock
New York
$44.4M
4
OWA
Octavia Wealth Advisors
Ohio
$447K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
326
Lincoln National Corp
Pennsylvania
$284K +$26.4K +873 +10%
SXL
327
Summit X LLC
Missouri
$281K -$104K -3,424 -27%
MPW
328
MA Private Wealth
California
$280K -$2.85K -94 -1%
WTB
329
Washington Trust Bank
Washington
$278K -$22.8K -754 -8%
CCA
330
Cobblestone Capital Advisors
New York
$276K +$28.6K +943 +12%
Massachusetts Financial Services
331
Massachusetts Financial Services
Massachusetts
$274K +$51.4K +1,698 +23%
CWM
332
Cranbrook Wealth Management
Michigan
$274K – – –
FCI
333
Financial Counselors Inc
Kansas
$272K – – –
RCWMU
334
Rothschild & Co Wealth Management (UK)
United Kingdom
$271K – – –
APW
335
Austin Private Wealth
Texas
$271K -$125K -4,122 -32%
CC
336
Copperleaf Capital
North Carolina
$270K -$53K -1,750 -16%
WAP
337
Wealthcare Advisory Partners
Pennsylvania
$261K +$61 +2 +0%
CG
338
Caprock Group
Idaho
$260K – – –
GIA
339
Goodwin Investment Advisory
Georgia
$255K -$109K -3,607 -30%
ST
340
Spinnaker Trust
Maine
$253K +$3.85K +127 +2%
AWE
341
Avidian Wealth Enterprises
Texas
$251K -$55.1K -1,821 -18%
MSA
342
Marino Stram & Associates
Massachusetts
$250K – – –
WFA
343
Wade Financial Advisory
California
$249K -$7.87K -260 -3%
AFAS
344
Acorn Financial Advisory Services
Virginia
$248K – – –
WIA
345
World Investment Advisors
California
$246K -$31.9K -1,052 -11%
PP
346
PDS Planning
Ohio
$243K +$3.51K +116 +1%
KWM
347
Kingsview Wealth Management
Oregon
$238K -$16.2K -534 -6%
MWP
348
Moller Wealth Partners
$238K -$19.8K -655 -8%
SQA
349
Simon Quick Advisors
New Jersey
$237K -$41.2K -1,362 -15%
QPWM
350
Quadrant Private Wealth Management
Pennsylvania
$237K -$8.87K -293 -4%
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