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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
2
Goldman Sachs
New York
$163M
3
LPL Financial
3
LPL Financial
California
$75.5M
4
WL
4
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
1
Jane Street
New York
$40.4M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
4
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWG
351
West Wealth Group
California
$259K -$12.2K -386 -4%
ST
352
Spinnaker Trust
Maine
$259K +$4.22K +134 +2%
MFA
353
Mayflower Financial Advisors
Massachusetts
$259K +$259K +11,077 New
MSA
354
Marino Stram & Associates
Massachusetts
$258K +$17K +541 +7%
SC
355
Stephens Consulting
Michigan
$256K +$22K +699 +9%
HNB
356
Huntington National Bank
Ohio
$254K -$215K – –
IA
357
IFG Advisory
Georgia
$254K -$14.1K -447 -5%
BF
358
Brooklyn FI
New York
$250K +$162K +4,086 +185%
MOS
359
MGO One Seven
Ohio
$247K +$247K +7,854 New
CGL
360
Clarius Group LLC
Washington
$247K – – –
3LCM
361
3D/L Capital Management
Connecticut
$247K -$4.25K -135 -2%
WFAG
362
Worth Financial Advisory Group
North Carolina
$245K -$1.07M -34,079 -81%
T
363
TCWP
Ohio
$243K +$14.5K +461 +6%
FA
364
FDx Advisors
Illinois
$242K – – –
ACA
365
Aptus Capital Advisors
Alabama
$241K +$213K +6,771 +772%
CC
366
Copperleaf Capital
North Carolina
$237K +$237K +7,536 New
APP
367
Avantax Planning Partners
Iowa
$234K – – –
SIC
368
Sigma Investment Counselors
Michigan
$231K – – –
LFG
369
Leverty Financial Group
Wisconsin
$230K +$4.91K +156 +2%
CCA
370
Cobblestone Capital Advisors
New York
$230K -$913 -29 -0.4%
PA
371
Parkside Advisors
California
$228K +$228K +7,235 New
SFS
372
Sowell Financial Services
Arkansas
$223K -$428K -13,597 -66%
ODIJL
373
One Day In July LLC
Vermont
$219K -$14.3K -454 -6%
PP
374
PDS Planning
Ohio
$217K -$4.79K -152 -2%
OCM
375
One Capital Management
California
$215K +$2.52K +80 +1%
13 14
15
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