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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

568 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 322 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+19
Holders Change %
+3.46%
% of All Funds
8.99%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
322
Reduced
114
Closed
48
Calls
–
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.13B
2
Morgan Stanley
2
Morgan Stanley
New York
$285M
3
LPL Financial
3
LPL Financial
California
$230M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$149M
5
PAS
5
Park Avenue Securities
New York
$113M

Top Sellers

1
Jane Street
1
Jane Street
New York
$113M
2
PP
2
Prudential plc
United Kingdom
$113M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
EI
4
Ellevest Inc
New York
$39.6M
5
Bank of America
5
Bank of America
North Carolina
$516M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
351
Acorn Financial Advisory Services
Virginia
$435K -$28.4K -773 -6%
MA
352
Mutual Advisors
Nebraska
$435K +$61.7K +1,678 +17%
TCOV
353
Trust Company of Vermont
Vermont
$432K -$126K -3,423 -23%
CL
354
CPWM LLC
Washington
$426K +$426K +11,606 New
MWM
355
Merriman Wealth Management
Washington
$425K +$173K +4,725 +69%
C
356
CEDRUS
Colorado
$421K -$203K -5,517 -33%
FPCP
357
Fort Point Capital Partners
California
$416K +$57.3K +1,560 +16%
ECM
358
Evergreen Capital Management
Washington
$414K -$13K -355 -3%
Natixis Advisors
359
Natixis Advisors
Massachusetts
$412K +$412K +11,215 New
UB
360
UMB Bank
Missouri
$401K -$2.9K -79 -0.7%
PFGIA
361
Patriot Financial Group Insurance Agency
Massachusetts
$400K -$27.4K -746 -6%
FCA
362
FinTrust Capital Advisors
South Carolina
$400K +$47.5K +1,291 +13%
HNB
363
Huntington National Bank
Ohio
$399K -$345K – –
PL
364
Plancorp LLC
Missouri
$397K +$30.7K +836 +8%
PGA
365
Portland Global Advisors
Maine
$394K +$174K +4,750 +79%
HT
366
Hefren-Tillotson
Pennsylvania
$389K +$44.8K +1,218 +13%
PPW
367
Pinnacle Private Wealth
Massachusetts
$386K -$146K -3,970 -27%
BSWM
368
Boston Standard Wealth Management
Massachusetts
$384K +$19.3K +526 +5%
CB
369
Commerce Bank
Missouri
$382K +$56.7K +1,545 +17%
KA
370
Kovack Advisors
Florida
$380K -$20.3K -553 -5%
T
371
TCWP
Ohio
$378K -$13.6K -371 -3%
CF
372
Corrigan Financial
Rhode Island
$376K +$60.2K +1,638 +19%
JFG
373
JMG Financial Group
Illinois
$374K +$107K +2,910 +40%
FANJ
374
Financial Architects (New Jersey)
New Jersey
$373K -$60.9K -1,657 -14%
CB
375
Community Bank
New York
$373K – – –
13 14
15
16 17