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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

494 hedge funds and large institutions have $3.16B invested in iShares ESG Aware MSCI EM ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 176 increasing their positions, 207 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-19
Holders Change %
-3.7%
% of All Funds
6.71%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
38
Increased
176
Reduced
207
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$58.3M
2
Goldman Sachs
Goldman Sachs
New York
+$13.5M
3
Ameriprise
Ameriprise
Minnesota
+$12.3M
4
WANY
Wealthspire Advisors (New York)
New York
+$12M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$11.1M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$45.5M
2
Betterment LLC
Betterment LLC
New York
-$14.4M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$12.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.09M
5
EI
Ellevest Inc
New York
-$8.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
326
Atomi Financial Group
New York
$280K -$8.56K -245 -3%
AI
327
Atria Investments
North Carolina
$279K +$1.78K +51 +0.6%
GC
328
Garde Capital
Washington
$270K -$80.6K -2,306 -23%
LIA
329
LifePlan Investment Advisors
North Carolina
$268K +$30.8K +881 +13%
AWA
330
Aaron Wealth Advisors
Illinois
$266K -$28.2K -807 -10%
GDP
331
Great Diamond Partners
Maine
$265K +$2.31K +66 +0.9%
SIC
332
Sigma Investment Counselors
Michigan
$265K +$8.39K +240 +3%
CWP
333
CFM Wealth Partners
Texas
$263K +$22.4K +641 +9%
CC
334
Courier Capital
New York
$263K +$263K +7,516 New
PSCM
335
Per Stirling Capital Management
Texas
$262K – – –
FHA
336
Flagship Harbor Advisors
Massachusetts
$261K +$6.71K +192 +3%
LFG
337
Leverty Financial Group
Wisconsin
$260K +$1.15K +33 +0.4%
TFO
338
Tarbox Family Office
California
$259K -$20.6K -588 -7%
SWP
339
Stratos Wealth Partners
Ohio
$258K -$19.7K -563 -7%
SCM
340
SCS Capital Management
Massachusetts
$257K +$257K +7,355 New
ATC
341
Argent Trust Co
Tennessee
$255K – – –
KAS
342
KPP Advisory Services
Kentucky
$254K +$254K +7,276 New
OCM
343
One Capital Management
California
$254K +$34K +972 +15%
GWMR
344
GC Wealth Management RIA
Massachusetts
$250K +$250K +7,149 New
OBWP
345
O'Brien Wealth Partners
Massachusetts
$249K +$249K +7,128 New
FFA
346
First Foundation Advisors
California
$247K +$247K +7,072 New
BWP
347
BSW Wealth Partners
Colorado
$247K -$51.1K -1,461 -17%
KWA
348
Kingswood Wealth Advisors
California
$246K -$73.3K -2,094 -23%
RIS
349
Retirement Income Solutions
Michigan
$242K +$15.5K +444 +7%
WCWM
350
Willow Creek Wealth Management
California
$239K – – –
12 13
14
15 16