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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 %
MHB
376
Midwest Heritage Bank
Iowa
$365K -$15K -409 -4%
TFO
377
Tarbox Family Office
California
$363K -$9.91K -270 -3%
VFIC
378
Valley Forge Investment Consultants
Pennsylvania
$362K +$362K +9,856 New
UL
379
Unionview LLC
Washington
$361K +$361K +9,819 New
HDIM
380
Hanson & Doremus Investment Management
Vermont
$360K – – –
APC
381
Aspire Private Capital
North Carolina
$355K -$7.2K -196 -2%
SI
382
Stephens Inc
Arkansas
$353K – – –
SFG
383
Sovereign Financial Group
Connecticut
$353K +$83.4K +2,271 +31%
LFG
384
Leverty Financial Group
Wisconsin
$352K +$346K +9,433 +6,247%
COCM
385
Charter Oak Capital Management
New Hampshire
$349K +$14.1K +385 +4%
CFG
386
Cooper Financial Group
California
$346K +$147 +4 +0%
LWAC
387
Laurel Wealth Advisors (California)
California
$339K +$339K +9,243 New
KCM
388
Karp Capital Management
California
$337K +$337K +9,166 New
CCFM
389
Clear Creek Financial Management
Washington
$336K -$248K -6,751 -42%
LA
390
Latitude Advisors
Florida
$336K +$113K +3,089 +51%
CWM
391
Cornerstone Wealth Management
Missouri
$335K -$77.2K -2,103 -19%
AA
392
Ancora Advisors
Ohio
$334K +$49.5K +1,348 +17%
OBWG
393
Onyx Bridge Wealth Group
New York
$332K -$22.5K -667 -6%
NAMM
394
NorthStar Asset Management (Massachusetts)
Massachusetts
$331K -$154K -4,200 -32%
MWP
395
Meridian Wealth Partners
Pennsylvania
$329K +$68.3K +1,857 +26%
AIA
396
Arbor Investment Advisors
North Carolina
$327K +$37 +1 +0%
EWA
397
EverSource Wealth Advisors
Alabama
$326K +$95.3K +2,588 +41%
DZ Bank
398
DZ Bank
Germany
$325K +$75.5K +2,058 +30%
LFG
399
Larson Financial Group
Missouri
$318K +$25.2K +687 +9%
KFS
400
Kelly Financial Services
Massachusetts
$317K +$69.6K +1,894 +28%
14 15
16
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