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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-10
Holders Change %
-1.99%
% of All Funds
7.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
170
Reduced
205
Closed
38
Calls
$6K
Puts
$206K
Net Calls
-$200K
Net Calls Change
+$6K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$460M
2
OMC
Old Mission Capital
Illinois
$12.5M
3
Jane Street
Jane Street
New York
$6.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11M
5
LPL Financial
LPL Financial
California
$66.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$71.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
3
BlackRock
BlackRock
New York
$44.4M
4
OWA
Octavia Wealth Advisors
Ohio
$447K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
351
One Capital Management
California
$233K +$19.5K +645 +9%
WWM
352
WT Wealth Management
Arizona
$232K +$232K +7,666 New
KFSC
353
Keystone Financial Services (Colorado)
Colorado
$231K -$81.7K -2,697 -26%
GDP
354
Great Diamond Partners
Maine
$231K +$5.54K +183 +2%
FDCDDQ
355
Federation des caisses Desjardins du Quebec
Quebec, Canada
$230K -$1.06K -35 -0.5%
API
356
Advisor Partners II
California
$228K +$228K +7,518 New
BIA
357
Bigelow Investment Advisors
Maine
$227K -$606 -20 -0.3%
DZ Bank
358
DZ Bank
Germany
$227K – – –
PFO
359
Pathstone Family Office
New Jersey
$226K +$226K +7,468 New
3LCM
360
3D/L Capital Management
Connecticut
$226K -$21.3K -703 -9%
CA
361
CGN Advisors
Kansas
$226K +$21.5K +711 +11%
WFAG
362
Worth Financial Advisory Group
North Carolina
$224K +$10.3K +340 +5%
EFN
363
Equita Financial Network
Pennsylvania
$223K +$223K +7,376 New
LW
364
Libra Wealth
California
$223K -$18.3K -605 -8%
LFG
365
Leverty Financial Group
Wisconsin
$223K +$1.33K +44 +0.6%
SIC
366
Sigma Investment Counselors
Michigan
$222K – – –
AIM
367
Acropolis Investment Management
Missouri
$217K – – –
AFG
368
ABLE Financial Group
Arizona
$217K -$25.4K -838 -10%
CT
369
Cambridge Trust
Massachusetts
$215K +$29.4K +970 +16%
P
370
&Partners
Tennessee
$211K +$211K +6,974 New
TFO
371
Tarbox Family Office
California
$211K -$197K -6,504 -48%
ODIJL
372
One Day In July LLC
Vermont
$203K -$5.54K -183 -3%
SG
373
Sharper & Granite
California
$203K – – –
PA
374
PFG Advisors
Arizona
$201K -$136K -4,498 -40%
MBFW
375
Morton Brown Family Wealth
Pennsylvania
$201K +$9.72K +321 +5%
13 14
15
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