ESGE icon

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 %
CPP
426
Capasso Planning Partners
South Carolina
$272K +$24.3K +661 +10%
SCA
427
Spearhead Capital Advisors
Florida
$272K +$272K +7,403 New
AFP
428
Ausdal Financial Partners
Iowa
$271K +$81.8K +2,225 +43%
XF
429
XML Financial
Maryland
$271K +$271K +7,389 New
VC
430
Veracity Capital
Georgia
$270K +$32.2K +875 +14%
SIC
431
Sigma Investment Counselors
Michigan
$269K – – –
C
432
Certuity
Florida
$267K +$39.5K +1,075 +17%
BAAM
433
Baker Avenue Asset Management
California
$264K +$264K +7,175 New
AIM
434
Acropolis Investment Management
Missouri
$258K +$3.3K +90 +1%
BO
435
BRR OpCo
Ohio
$255K +$60.6K +1,648 +31%
FHA
436
Flagship Harbor Advisors
Massachusetts
$254K +$13.5K +367 +6%
HWM
437
Hohimer Wealth Management
Washington
$246K +$246K +6,699 New
BCWM
438
Bartlett & Co Wealth Management
Ohio
$245K +$245K +6,679 New
SFM
439
Signet Financial Management
New Jersey
$245K +$19K +518 +8%
BC
440
Bartlett & Co
Ohio
$245K +$245K +6,679 New
RCAG
441
Rehmann Capital Advisory Group
Michigan
$245K +$32.3K +879 +15%
CPIG
442
Chicago Partners Investment Group
Illinois
$244K +$27.5K +845 +13%
WWP
443
Waypoint Wealth Partners
California
$242K – – –
AWM
444
Alterna Wealth Management
Texas
$239K -$9.92K -270 -4%
DFA
445
DHK Financial Advisors
New Hampshire
$239K – – –
TWP
446
Transparent Wealth Partners
Arkansas
$239K +$239K +6,509 New
HCA
447
Heck Capital Advisors
Wisconsin
$237K -$13.2K -360 -5%
ODIJL
448
One Day In July LLC
Vermont
$234K +$234K +6,366 New
CCA
449
Cobblestone Capital Advisors
New York
$233K +$12.1K +330 +5%
OCM
450
One Capital Management
California
$232K +$13.1K +356 +6%
16 17
18
19 20