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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 %
AIM
376
Acropolis Investment Management
Missouri
$213K +$213K +6,782 New
BIA
377
Bigelow Investment Advisors
Maine
$213K -$7.21K -229 -3%
FANJ
378
Financial Architects (New Jersey)
New Jersey
$213K -$58.1K -1,847 -21%
AFG
379
ABLE Financial Group
Arizona
$209K +$209K +6,641 New
CA
380
CGN Advisors
Kansas
$206K +$206K +6,553 New
CPIG
381
Chicago Partners Investment Group
Illinois
$203K – – –
SG
382
Sharper & Granite
California
$203K +$203K +6,453 New
RCAG
383
Rehmann Capital Advisory Group
Michigan
$201K -$74.7K -2,372 -27%
CWP
384
CFM Wealth Partners
Texas
$201K +$201K +6,373 New
AP
385
Appleton Partners
Massachusetts
$200K +$200K +6,357 New
MFA
386
McClarren Financial Advisors
Pennsylvania
$199K -$156 -5 -0.1%
MBFW
387
Morton Brown Family Wealth
Pennsylvania
$199K -$68.9K -2,189 -26%
CCA
388
Column Capital Advisors
Indiana
$198K +$198K +6,290 New
TIM
389
Tortoise Investment Management
New York
$192K +$9.73K +309 +5%
PAI
390
Pittenger & Anderson Inc
Nebraska
$191K – – –
BSB
391
Bangor Savings Bank
Maine
$185K +$19.9K +632 +12%
IA
392
IFP Advisors
Florida
$177K -$771K -21,389 -81%
DZ Bank
393
DZ Bank
Germany
$174K -$92.8K -2,941 -35%
BAM
394
Belpointe Asset Management
Nevada
$174K +$26.5K +842 +18%
VWM
395
Venturi Wealth Management
Texas
$170K +$170K +5,387 New
SWM
396
Spire Wealth Management
Virginia
$166K +$70.1K +2,228 +74%
CIAS
397
Capital Investment Advisory Services
North Carolina
$159K -$286K -9,070 -64%
MIM
398
Macroview Investment Management
Maryland
$154K -$25.9K -822 -14%
CT
399
Cambridge Trust
Massachusetts
$147K +$2.3K +73 +2%
FC
400
Fiduciary Counselling
Minnesota
$142K – – –
14 15
16
17 18