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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 %
AWA
326
Aaron Wealth Advisors
Illinois
$281K +$2.87K +86 +1%
TIM
327
Tortoise Investment Management
New York
$279K -$2K -60 -0.7%
VW
328
Veridan Wealth
Oregon
$277K +$277K +8,094 New
AFG
329
Atomi Financial Group
New York
$276K +$12.1K +361 +5%
LWA
330
Lifelong Wealth Advisors
Minnesota
$275K +$275K +8,238 New
JSW
331
Journey Strategic Wealth
New Jersey
$273K +$49.4K +1,479 +22%
CPP
332
Capasso Planning Partners
South Carolina
$268K +$4.91K +147 +2%
TFO
333
Tarbox Family Office
California
$267K +$2.04K +61 +0.8%
SWP
334
Stratos Wealth Partners
Ohio
$265K +$25K +748 +10%
AI
335
Atria Investments
North Carolina
$264K -$52.9K -1,584 -17%
Pathstone Holdings
336
Pathstone Holdings
New Jersey
$264K -$31.8K -953 -11%
HB
337
HTLF Bank
Colorado
$261K – – –
GDP
338
Great Diamond Partners
Maine
$251K +$7.15K +214 +3%
PSCM
339
Per Stirling Capital Management
Texas
$250K -$5.64K -169 -2%
LFG
340
Leverty Financial Group
Wisconsin
$247K +$3.54K +106 +1%
AWM
341
AE Wealth Management
Kansas
$246K -$24.6K -738 -9%
SIC
342
Sigma Investment Counselors
Michigan
$245K – – –
SB
343
Strategic Blueprint
Georgia
$245K -$70.9K -2,124 -22%
ATC
344
Argent Trust Co
Tennessee
$244K -$124K -3,701 -34%
FHA
345
Flagship Harbor Advisors
Massachusetts
$243K +$45.1K +1,350 +23%
IAA
346
Independent Advisor Alliance
North Carolina
$242K +$242K +7,239 New
JC
347
JB Capital
Connecticut
$235K +$235K +7,036 New
TSS
348
Two Sigma Securities
New York
$234K +$234K +7,023 New
HSWS
349
Higgins & Schmidt Wealth Strategies
Colorado
$234K +$234K +7,021 New
CWP
350
CFM Wealth Partners
Texas
$230K -$3.97K -119 -2%
12 13
14
15 16