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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 %
MHR
376
Matthew Hamilton Rosenberg
$195K -$192K -6,357 -50%
CCA
377
Column Capital Advisors
Indiana
$190K – – –
TIM
378
Tortoise Investment Management
New York
$185K +$212 +7 +0.1%
AGWCA
379
Annis Gardner Whiting Capital Advisors
Florida
$183K +$183K +6,028 New
PAI
380
Pittenger & Anderson Inc
Nebraska
$167K -$7.57K -250 -4%
SWM
381
Spire Wealth Management
Virginia
$162K -$15.2K -503 -9%
ACA
382
Aptus Capital Advisors
Alabama
$150K -$57.6K -1,903 -28%
MIM
383
Macroview Investment Management
Maryland
$146K -$30 -1 -0%
BSB
384
Bangor Savings Bank
Maine
$146K -$17.9K -590 -11%
BFA
385
BBJS Financial Advisors
Washington
$139K +$7.96K +263 +6%
FC
386
Fiduciary Counselling
Minnesota
$137K – – –
BAAM
387
Baker Avenue Asset Management
California
$130K +$3.33K +110 +3%
PP
388
PrairieView Partners
Minnesota
$130K +$84.4K +2,795 +185%
BWL
389
Bogart Wealth LLC
Virginia
$129K +$78.1K +2,580 +153%
PWMG
390
Provence Wealth Management Group
California
$129K +$129K +4,257 New
VWM
391
Venturi Wealth Management
Texas
$125K -$34.7K -1,147 -22%
EWP
392
Elevation Wealth Partners
California
$122K -$5.21K -172 -4%
MFA
393
McClarren Financial Advisors
Pennsylvania
$116K – – –
USB
394
Union Savings Bank
Connecticut
$114K +$515 +17 +0.5%
AC
395
AlphaCore Capital
California
$107K – – –
VNA
396
Valley National Advisers
Pennsylvania
$104K -$2.19K -72 -2%
BCWM
397
Bartlett & Co Wealth Management
Ohio
$87.1K – – –
BC
398
Bartlett & Co
Ohio
$87K – – –
CPG
399
Cornerstone Planning Group
New Jersey
$78.6K -$484 -16 -0.6%
C
400
Covestor
United Kingdom
$73K +$30 +1 +0%
14 15
16
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