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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

502 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI EM ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 217 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
217
Reduced
181
Closed
41
Calls
–
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$458K

Top Buyers

1
BlackRock
BlackRock
New York
$68.7M
2
Morgan Stanley
Morgan Stanley
New York
$160M
3
Citadel Advisors
Citadel Advisors
Florida
$11.7M
4
Wealthfront Advisers
Wealthfront Advisers
California
$60.7M
5
LGWM
Litman Gregory Wealth Management
California
$5.23M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$252M
3
Goldman Sachs
Goldman Sachs
New York
$137M
4
SWG
Summit Wealth Group
Vermont
$457K
5
M1FG
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
426
TimeScale Financial
Massachusetts
$44.5K +$316 +10 +0.7%
M
427
MOTCO
Texas
$44.4K – – –
NFSG
428
Newbridge Financial Services Group
Florida
$43.7K +$95 +3 +0.2%
GC
429
Gould Capital
Washington
$42K – – –
LWP
430
Lumature Wealth Partners
Georgia
$41.7K – – –
APC
431
Aspire Private Capital
North Carolina
$41K +$7.09K +224 +21%
EWA
432
EverSource Wealth Advisors
Alabama
$40.2K +$1.61K +51 +4%
BFPW
433
BOK Financial Private Wealth
Colorado
$38.2K – – –
SWPG
434
Strategic Wealth Partners Group
Illinois
$36K – – –
AA
435
Ancora Advisors
Ohio
$34.5K -$285 -9 -0.8%
LWCFA
436
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34.3K – – –
BNP Paribas Financial Markets
437
BNP Paribas Financial Markets
France
$34.2K +$13.9K +441 +69%
KFS
438
Kelly Financial Services
Massachusetts
$32.9K -$13K -410 -28%
KHC
439
Koesten Hirschmann & Crabtree
Kansas
$32.4K – – –
OLVIG
440
Oliver Lagore Vanvalin Investment Group
Michigan
$32.2K -$3.1K -98 -9%
IGWM
441
ICA Group Wealth Management
Colorado
$31.6K +$10.9K +344 +53%
ME
442
McIlrath & Eck
Washington
$26.3K -$27.1K -856 -51%
4FG
443
4Thought Financial Group
New York
$25.5K +$570 +18 +2%
ST
444
Smithfield Trust
Pennsylvania
$23K – – –
CAS
445
Coppell Advisory Solutions
Texas
$21.9K +$21.9K +698 New
PB
446
Pinnacle Bancorp
Nebraska
$20.4K – – –
SMA
447
Sage Mountain Advisors
Georgia
$20.4K -$14.7K -465 -42%
GWSG
448
GPS Wealth Strategies Group
Colorado
$20K -$348 -11 -2%
OA
449
Operose Advisors
Wisconsin
$19.6K +$95 +3 +0.5%
AWM
450
Avior Wealth Management
Nebraska
$19K -$37.4K -1,182 -66%
16 17
18
19 20