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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 %
CA
401
CoreCap Advisors
Michigan
$315K +$212K +5,783 +207%
GG
402
Gofen & Glossberg
Illinois
$314K +$58.7K +1,600 +23%
FA
403
Forefront Analytics
Pennsylvania
$308K – – –
B
404
Brightworth
Georgia
$305K -$40.6K -1,107 -12%
WSWA
405
Warren Street Wealth Advisors
California
$305K +$305K +8,291 New
MSA
406
Marino Stram & Associates
Massachusetts
$302K +$49.5K +1,348 +20%
CAMV
407
Concord Asset Management (Virginia)
Virginia
$301K +$30.9K +841 +11%
BIA
408
Bigelow Investment Advisors
Maine
$301K +$22.6K +615 +8%
CWM
409
Congress Wealth Management
Massachusetts
$300K +$20.6K +562 +7%
WIP
410
WealthCare Investment Partners
Rhode Island
$299K -$90.2K -2,484 -23%
PHIC
411
Pine Haven Investment Counsel
Massachusetts
$298K +$21K +570 +8%
APW
412
Austin Private Wealth
Texas
$297K +$46.6K +1,270 +19%
APP
413
Avantax Planning Partners
Iowa
$297K +$297K +8,090 New
MNG
414
Manning & Napier Group
New York
$286K – – –
EW
415
Evoke Wealth
California
$282K – – –
GLLW
416
Graves Light Lenhart Wealth
Virginia
$280K – – –
MWP
417
Moller Wealth Partners
$280K +$55.5K +1,508 +25%
RCWMU
418
Rothschild & Co Wealth Management (UK)
United Kingdom
$278K – – –
KWM
419
Kingsview Wealth Management
Oregon
$276K +$23.7K +644 +9%
KLI
420
Kelman-Lazarov Inc
Tennessee
$276K +$7.81K +213 +3%
TPCW
421
TD Private Client Wealth
New York
$276K -$12.8K -348 -4%
WFA
422
Wipfli Financial Advisors
Wisconsin
$275K +$275K +7,491 New
SW
423
SVB Wealth
Massachusetts
$275K +$275K +7,500 New
RIS
424
Retirement Income Solutions
Michigan
$275K +$275K +7,500 New
SAS
425
Sage Advisory Services
Texas
$272K +$367 +10 +0.1%
15 16
17
18 19