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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

502 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI EM ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 217 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
217
Reduced
181
Closed
41
Calls
–
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$458K

Top Buyers

1
BlackRock
BlackRock
New York
$68.7M
2
Morgan Stanley
Morgan Stanley
New York
$160M
3
Citadel Advisors
Citadel Advisors
Florida
$11.7M
4
Wealthfront Advisers
Wealthfront Advisers
California
$60.7M
5
LGWM
Litman Gregory Wealth Management
California
$5.23M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$252M
3
Goldman Sachs
Goldman Sachs
New York
$137M
4
SWG
Summit Wealth Group
Vermont
$457K
5
M1FG
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
376
Aptus Capital Advisors
Alabama
$217K -$24.8K -784 -10%
RA
377
RFG Advisory
Alabama
$214K -$57.1K -1,804 -21%
CA
378
CGN Advisors
Kansas
$213K +$5.98K +189 +3%
SG
379
Sharper & Granite
California
$212K +$7.91K +250 +4%
AP
380
Appleton Partners
Massachusetts
$203K +$2.06K +65 +1%
RIS
381
Retirement Income Solutions
Michigan
$203K +$203K +6,414 New
MBFW
382
Morton Brown Family Wealth
Pennsylvania
$200K – – –
CCA
383
Column Capital Advisors
Indiana
$199K – – –
CT
384
Cambridge Trust
Massachusetts
$194K +$46K +1,453 +31%
TIM
385
Tortoise Investment Management
New York
$193K +$506 +16 +0.3%
SWM
386
Spire Wealth Management
Virginia
$185K +$18.6K +587 +11%
PAI
387
Pittenger & Anderson Inc
Nebraska
$182K -$9.17K -290 -5%
BSB
388
Bangor Savings Bank
Maine
$171K -$14.6K -460 -8%
VWM
389
Venturi Wealth Management
Texas
$167K -$3.83K -121 -2%
MIM
390
Macroview Investment Management
Maryland
$153K -$2.18K -69 -1%
FC
391
Fiduciary Counselling
Minnesota
$143K – – –
BFA
392
BBJS Financial Advisors
Washington
$137K +$980 +31 +0.7%
BAAM
393
Baker Avenue Asset Management
California
$133K +$3.83K +121 +3%
EWP
394
Elevation Wealth Partners
California
$132K +$569 +18 +0.4%
CSPIA
395
Cary Street Partners Investment Advisory
Virginia
$129K – – –
USB
396
Union Savings Bank
Connecticut
$126K +$126K +3,758 New
MFA
397
McClarren Financial Advisors
Pennsylvania
$121K -$78.8K -2,510 -39%
AC
398
AlphaCore Capital
California
$112K +$13K +410 +13%
VNA
399
Valley National Advisers
Pennsylvania
$111K +$6.63K +209 +6%
TRCT
400
Tower Research Capital (TRC)
New York
$96.3K +$84.4K +2,669 +712%
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16
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