ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

499 hedge funds and large institutions have $3.31B invested in iShares ESG Aware MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 174 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
191
Reduced
174
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$640M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.9M
3
Jane Street
Jane Street
New York
$24.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$224M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$69.3M

Top Sellers

1
WL
WIT LLC
District of Columbia
$61.4M
2
Goldman Sachs
Goldman Sachs
New York
$91.4M
3
BlackRock
BlackRock
New York
$43.1M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$3.6M
5
Northern Trust
Northern Trust
Illinois
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
401
Sugarloaf Wealth Management
Georgia
$84.4K +$25.8K +709 +44%
CFD
402
Creative Financial Designs
Indiana
$78.3K +$21.5K +591 +38%
4FG
403
4Thought Financial Group
New York
$74.7K +$2.18K +60 +3%
JWA
404
JFS Wealth Advisors
Pennsylvania
$71.2K -$328 -9 -0.5%
CMBA
405
C.M. Bidwell & Associates
Hawaii
$70.2K – – –
GC
406
Gould Capital
Washington
$67.9K – – –
WSFS
407
Wilmington Savings Fund Society
Delaware
$66.4K +$66.4K +1,824 New
SIS
408
Sound Income Strategies
Florida
$66.2K – – –
C
409
Covestor
United Kingdom
$65K +$4.3K +118 +7%
MFC
410
Morris Financial Concepts
South Carolina
$64.8K -$14.9K -409 -19%
GT
411
Glenmede Trust
Pennsylvania
$64.8K – – –
FDCP
412
Foster Dykema Cabot & Partners
Massachusetts
$63.8K +$63.8K +1,752 New
NB
413
NBT Bank
New York
$62.2K +$30.9K +848 +99%
W
414
WealthCollab
Washington
$56.9K – – –
RP
415
Rice Partnership
Hawaii
$52.7K -$146 -4 -0.3%
PS
416
Principal Securities
Iowa
$52.3K -$1.6K -44 -3%
M
417
MOTCO
Texas
$51.1K – – –
SWC
418
Spectrum Wealth Counsel
Indiana
$49.8K – – –
OP
419
ORG Partners
Indiana
$47.1K -$36 -1 -0.1%
BL
420
BFSG LLC
California
$46.3K – – –
UFAC
421
Urban Financial Advisory Corp
Illinois
$44.1K +$44.1K +1,212 New
OSAM
422
O'Shaughnessy Asset Management
Connecticut
$43.5K -$52.1K -1,418 -54%
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$41.7K – – –
VWWMG
424
Vermillion & White Wealth Management Group
Pennsylvania
$41.2K – – –
KB
425
Kimelman & Baird
New York
$40.9K – – –
15 16
17
18 19