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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 %
GWSG
376
GPS Wealth Strategies Group
Colorado
$202K +$735 +22 +0.4%
Marshall Wace
377
Marshall Wace
United Kingdom
$201K +$201K +6,011 New
TWP
378
Tempus Wealth Planning
California
$201K +$835 +25 +0.4%
KFP
379
Keener Financial Planning
Texas
$199K +$83.7K +2,518 +73%
CWM
380
Cranbrook Wealth Management
Michigan
$193K – – –
VWM
381
Venturi Wealth Management
Texas
$187K +$7.35K +220 +4%
BCWM
382
Bartlett & Co Wealth Management
Ohio
$185K -$1.84K -55 -1%
CA
383
CoreCap Advisors
Michigan
$180K +$14.1K +423 +9%
RL
384
Rogco LP
Oklahoma
$176K +$176K +5,265 New
HNB
385
Huntington National Bank
Ohio
$173K -$160K – –
Qube Research & Technologies (QRT)
386
Qube Research & Technologies (QRT)
United Kingdom
$171K -$170K -5,106 -50%
ACA
387
Aptus Capital Advisors
Alabama
$169K +$46.5K +1,393 +38%
SFG
388
Stonebridge Financial Group
Pennsylvania
$165K +$165K +4,956 New
PP
389
PrairieView Partners
Minnesota
$163K +$9.83K +295 +6%
FHA
390
First Horizon Advisors
Tennessee
$155K -$164K -4,925 -52%
USB
391
Union Savings Bank
Connecticut
$141K – – –
B
392
Birchbrook
Maine
$132K -$11.1K -332 -8%
GWP
393
Gen-Wealth Partners
Michigan
$131K -$14.9K -445 -10%
S
394
SignatureFD
Georgia
$130K +$33.5K +1,004 +35%
BSB
395
Bangor Savings Bank
Maine
$126K +$7.25K +217 +6%
MHR
396
Matthew Hamilton Rosenberg
$118K -$2.6K -78 -2%
WWP
397
WR Wealth Planners
Missouri
$116K -$56.1K -1,681 -33%
ACA
398
American Capital Advisory
Idaho
$111K -$2.67K -80 -2%
Bank of Montreal
399
Bank of Montreal
Ontario, Canada
$100K -$8.67M -259,673 -99%
VNA
400
Valley National Advisers
Pennsylvania
$100K +$467 +14 +0.5%
14 15
16
17 18