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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

557 hedge funds and large institutions have $3.34B invested in iShares ESG Aware MSCI EM ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 199 increasing their positions, 244 reducing their positions, and 67 closing their positions.

Holders
557
Holders Change
-11
Holders Change %
-1.94%
% of All Funds
9.42%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.15%
New
62
Increased
199
Reduced
244
Closed
67
Calls
–
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$543K

Top Buyers

1
Jane Street
1
Jane Street
New York
$277M
2
TF
2
TIAA FSB
Florida
$141M
3
EI
3
Ellevest Inc
New York
$38.4M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$52.2M
5
OMC
5
Old Mission Capital
Illinois
$22.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$316M
2
LPL Financial
2
LPL Financial
California
$69.5M
3
PP
3
Prudential plc
United Kingdom
$0
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$19.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$159M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
426
Appleton Partners
Massachusetts
$212K 6,552 +370 +6%
C
427
CEDRUS
Colorado
$209K 6,472 -4,985 -44%
SCFS
428
S.C. Financial Services
Arizona
$208K 6,439 -12,102 -65%
ST
429
Spinnaker Trust
Maine
$206K 6,387 +239 +4%
CWP
430
CFM Wealth Partners
Texas
$206K 6,373 +6,373 New
PP
431
PDS Planning
Ohio
$204K 6,328 +47 +0.7%
WBG
432
Wharton Business Group
Pennsylvania
$204K 6,325 +6,325 New
ICP
433
Interchange Capital Partners
Pennsylvania
$201K 6,230 +6,230 New
WFAG
434
Wescott Financial Advisory Group
Pennsylvania
$200K 6,204 +6,204 New
MAM
435
Meeder Asset Management
Ohio
$191K 5,900 +839 +17%
HCA
436
Heck Capital Advisors
Wisconsin
$186K 5,771 -674 -10%
EWA
437
EverSource Wealth Advisors
Alabama
$183K 5,669 -3,188 -36%
CCM
438
Covington Capital Management
California
$183K 5,658 – –
EWA
439
EP Wealth Advisors
California
$177K 5,480 -7,034 -56%
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$176K 5,460 +125 +2%
GLLW
441
Graves Light Lenhart Wealth
Virginia
$174K 5,394 -2,218 -29%
CT
442
Cambridge Trust
Massachusetts
$173K 5,365 -9,086 -63%
BSB
443
Bangor Savings Bank
Maine
$170K 5,247 +5,247 New
SC
444
Stephens Consulting
Michigan
$169K 5,228 +673 +15%
FC
445
Fiduciary Counselling
Minnesota
$162K 4,999 – –
PAI
446
Pittenger & Anderson Inc
Nebraska
$153K 4,748 -393 -8%
NL
447
NEPC LLC
Massachusetts
$134K 4,141 -206 -5%
LWP
448
Lumature Wealth Partners
Georgia
$131K 4,064 – –
UWM
449
Urban Wealth Management
California
$131K 4,066 +4,066 New
CSPIA
450
Cary Street Partners Investment Advisory
Virginia
$131K 4,069 +4,069 New
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