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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 %
NW
351
NewEdge Wealth
Pennsylvania
$229K +$229K +6,851 New
CWS
352
Cypress Wealth Services
California
$229K -$18.2K -546 -7%
WCWM
353
Willow Creek Wealth Management
California
$228K – – –
LIA
354
LifePlan Investment Advisors
North Carolina
$227K +$227K +6,796 New
OPWM
355
Oregon Pacific Wealth Management
Oregon
$227K +$227K +6,787 New
EPW
356
Evergreen Private Wealth
Colorado
$225K -$234 -7 -0.1%
TDWM
357
Topel & Distasi Wealth Management
California
$225K -$1.4K -42 -0.6%
CA
358
Continuum Advisory
Idaho
$224K +$1.9K +57 +0.9%
TF
359
Theory Financial
Colorado
$223K +$223K +6,692 New
HFS
360
Hughes Financial Services
Virginia
$221K +$221K +6,624 New
EGWAG
361
Elwood & Goetz Wealth Advisory Group
Georgia
$217K -$3.94K -118 -2%
RIS
362
Retirement Income Solutions
Michigan
$217K +$701 +21 +0.3%
CC
363
Copperleaf Capital
North Carolina
$215K +$215K +6,445 New
FG
364
Foster Group
Iowa
$215K +$12.4K +370 +6%
BIA
365
Bigelow Investment Advisors
Maine
$215K -$20.6K -617 -9%
VAF
366
Values Added Financial
District of Columbia
$215K +$215K +6,427 New
MBFW
367
Morton Brown Family Wealth
Pennsylvania
$214K -$19.7K -591 -8%
AFM
368
Armstrong Fleming & Moore
District of Columbia
$210K +$868 +26 +0.4%
OCM
369
One Capital Management
California
$210K +$7.25K +217 +4%
WAL
370
W Advisors LLC
Tennessee
$206K -$501 -15 -0.2%
Deutsche Bank
371
Deutsche Bank
Germany
$206K -$6.68K -200 -3%
WWG
372
West Wealth Group
California
$205K +$205K +6,137 New
JF
373
JSF Financial
California
$204K +$7.05K +211 +4%
AF
374
Advisornet Financial
Minnesota
$203K -$174K -5,207 -46%
KWM
375
Kingsview Wealth Management
Oregon
$203K -$43.6K -1,305 -18%
13 14
15
16 17