ESGE icon

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 %
CFD
401
Creative Financial Designs
Indiana
$71.4K -$18.3K -605 -20%
S
402
SignatureFD
Georgia
$68.6K +$5.57K +184 +9%
PCMC
403
Private Capital Management (Colorado)
Colorado
$68.6K – – –
OC
404
Oakworth Capital
Alabama
$60.7K – – –
CMBA
405
C.M. Bidwell & Associates
Hawaii
$60.2K -$5.75K -190 -9%
BCM
406
Bourgeon Capital Management
Connecticut
$58.8K +$5.6K +185 +11%
WTC
407
WhitTier Trust Company
Nevada
$57.4K -$484 -16 -0.8%
SS
408
Sunbelt Securities
Texas
$56.2K -$1.61K -53 -3%
GT
409
Glenmede Trust
Pennsylvania
$54.1K – – –
TCOV
410
Trust Company of Vermont
Vermont
$51.9K +$273 +9 +0.5%
M
411
MOTCO
Texas
$42.5K – – –
NFSG
412
Newbridge Financial Services Group
Florida
$41.9K – – –
RP
413
Rice Partnership
Hawaii
$41K +$41K +1,354 New
CSPIA
414
Cary Street Partners Investment Advisory
Virginia
$40.8K -$82.2K -2,716 -67%
GC
415
Gould Capital
Washington
$40K – – –
SWM
416
Sugarloaf Wealth Management
Georgia
$37.8K -$40.6K -1,340 -52%
BFPW
417
BOK Financial Private Wealth
Colorado
$36.6K – – –
SWPG
418
Strategic Wealth Partners Group
Illinois
$34.9K – – –
AA
419
Ancora Advisors
Ohio
$33K – – –
ME
420
McIlrath & Eck
Washington
$32.8K +$7.6K +251 +30%
LWCFA
421
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32.8K – – –
BTI
422
Blue Trust Inc
Georgia
$32K -$28.2K -892 -47%
NSG
423
Nalls Sherbakoff Group
Tennessee
$31.7K +$31.7K +1,046 New
KHC
424
Koesten Hirschmann & Crabtree
Kansas
$31K – – –
LJHT
425
Laurie J. Hall Trustee
$30K -$15K -500 -33%
15 16
17
18 19