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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
2
Goldman Sachs
New York
$163M
3
LPL Financial
3
LPL Financial
California
$75.5M
4
WL
4
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
1
Jane Street
New York
$40.4M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
4
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
426
Avior Wealth Management
Nebraska
$56.1K +$49.8K +1,582 +787%
S
427
SignatureFD
Georgia
$54.2K -$5.07K -161 -9%
KTC
428
Kistler-Tiffany Companies
Pennsylvania
$54.1K – – –
ME
429
McIlrath & Eck
Washington
$53.1K +$53.1K +1,688 New
BWL
430
Bogart Wealth LLC
Virginia
$52.9K +$42.9K +1,364 +430%
KFS
431
Kelly Financial Services
Massachusetts
$45.7K +$19.9K +631 +77%
M
432
MOTCO
Texas
$44.2K – – –
PP
433
PrairieView Partners
Minnesota
$44K -$4.94K -158 -10%
TF
434
TimeScale Financial
Massachusetts
$44K -$44K -1,399 -50%
NFSG
435
Newbridge Financial Services Group
Florida
$43.4K – – –
GC
436
Gould Capital
Washington
$41.8K +$3.84K +122 +10%
LWP
437
Lumature Wealth Partners
Georgia
$41.5K – – –
BCM
438
Bourgeon Capital Management
Connecticut
$38.7K – – –
EWA
439
EverSource Wealth Advisors
Alabama
$38.4K +$1.76K +56 +5%
BFPW
440
BOK Financial Private Wealth
Colorado
$38K – – –
OLVIG
441
Oliver Lagore Vanvalin Investment Group
Michigan
$35.2K -$17K -540 -33%
SWPG
442
Strategic Wealth Partners Group
Illinois
$35K +$35K +1,152 New
SMA
443
Sage Mountain Advisors
Georgia
$34.9K – – –
AA
444
Ancora Advisors
Ohio
$34.6K -$33.2K -1,056 -49%
LWCFA
445
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34.1K +$34.1K +1,084 New
APC
446
Aspire Private Capital
North Carolina
$33.7K +$1.07K +34 +3%
FCA
447
Fortis Capital Advisors
Kansas
$33.7K – – –
KHC
448
Koesten Hirschmann & Crabtree
Kansas
$32.3K – – –
MIA
449
Milestone Investment Advisors
Wisconsin
$31.5K – – –
FDCDDQ
450
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.1K – – –
16 17
18
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