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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

500 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, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.23%
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
175
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 %
TFO
326
Tarbox Family Office
California
$289K – – –
AFG
327
Atomi Financial Group
New York
$288K -$149K -4,091 -34%
CPP
328
Capasso Planning Partners
South Carolina
$287K -$16.4K -451 -5%
HB
329
HTLF Bank
Colorado
$285K +$31.1K +855 +12%
PSCM
330
Per Stirling Capital Management
Texas
$279K +$13.3K +364 +5%
CWS
331
Cypress Wealth Services
California
$269K -$64.9K -1,783 -19%
KWM
332
Kingsview Wealth Management
Oregon
$269K -$10.8K -296 -4%
CGL
333
Clarius Group LLC
Washington
$268K – – –
SIC
334
Sigma Investment Counselors
Michigan
$267K – – –
GDP
335
Great Diamond Partners
Maine
$266K -$3.53K -97 -1%
LFG
336
Leverty Financial Group
Wisconsin
$265K – – –
SWP
337
Stratos Wealth Partners
Ohio
$262K -$3.71K -102 -1%
BIA
338
Bigelow Investment Advisors
Maine
$257K +$8.52K +234 +3%
CWP
339
CFM Wealth Partners
Texas
$255K +$28.8K +791 +13%
MBFW
340
Morton Brown Family Wealth
Pennsylvania
$255K – – –
HFA
341
High Falls Advisors
New York
$253K +$874 +24 +0.3%
WCWM
342
Willow Creek Wealth Management
California
$249K – – –
MCC
343
Maiden Cove Capital
Maine
$249K +$249K +6,830 New
TDWM
344
Topel & Distasi Wealth Management
California
$247K +$3.06K +84 +1%
EPW
345
Evergreen Private Wealth
Colorado
$246K +$2.04K +56 +0.8%
T
346
TNF
Montana
$244K -$533K -14,868 -69%
JSW
347
Journey Strategic Wealth
New Jersey
$243K +$13.1K +360 +6%
EGWAG
348
Elwood & Goetz Wealth Advisory Group
Georgia
$241K – – –
MWM
349
Meridian Wealth Management
Kentucky
$240K -$16.7K -459 -7%
RIS
350
Retirement Income Solutions
Michigan
$236K +$9.83K +270 +4%
12 13
14
15 16