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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 %
PCMC
401
Private Capital Management (Colorado)
Colorado
$90.8K – – –
FC
402
Fiduciary Counselling
Minnesota
$84K – – –
FF
403
Finley Financial
Nevada
$81K +$81K +2,420 New
SW
404
SoFi Wealth
California
$75.1K +$75.1K +2,248 New
CWP
405
Concord Wealth Partners
Virginia
$74.2K -$8.88K -266 -11%
EPW
406
Endeavor Private Wealth
Kansas
$73.9K +$73.9K +2,210 New
CFD
407
Creative Financial Designs
Indiana
$71.8K – – –
JWA
408
JFS Wealth Advisors
Pennsylvania
$71.3K +$6.01K +180 +9%
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$66.1K +$26.5K +795 +67%
4FG
410
4Thought Financial Group
New York
$65K -$3.44K -103 -5%
KIM
411
Kestra Investment Management
Texas
$65K +$65K +1,945 New
CMBA
412
C.M. Bidwell & Associates
Hawaii
$64.3K – – –
WA
413
WPG Advisers
Maryland
$63.7K +$63.7K +1,907 New
BA
414
Bellwether Advisors
Nebraska
$62.8K +$62.8K +1,880 New
GC
415
Gould Capital
Washington
$62.3K – – –
SIS
416
Sound Income Strategies
Florida
$60.7K – – –
WSFS
417
Wilmington Savings Fund Society
Delaware
$59.7K -$1.2K -36 -2%
GT
418
Glenmede Trust
Pennsylvania
$59.4K – – –
MFC
419
Morris Financial Concepts
South Carolina
$54.8K -$4.61K -138 -8%
M
420
MOTCO
Texas
$53.3K +$6.48K +194 +14%
W
421
WealthCollab
Washington
$52.2K – – –
TCOV
422
Trust Company of Vermont
Vermont
$52.1K +$19.9K +596 +62%
C
423
Covestor
United Kingdom
$51K -$8.77K -262 -15%
SWC
424
Spectrum Wealth Counsel
Indiana
$46.8K +$1.17K +35 +3%
PS
425
Principal Securities
Iowa
$46.7K -$1.27K -38 -3%
15 16
17
18 19