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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-10
Holders Change %
-1.99%
% of All Funds
7.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
170
Reduced
205
Closed
38
Calls
$6K
Puts
$206K
Net Calls
-$200K
Net Calls Change
+$6K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$460M
2
OMC
Old Mission Capital
Illinois
$12.5M
3
Jane Street
Jane Street
New York
$6.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11M
5
LPL Financial
LPL Financial
California
$66.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$71.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
3
BlackRock
BlackRock
New York
$44.4M
4
OWA
Octavia Wealth Advisors
Ohio
$447K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
426
Aspire Private Capital
North Carolina
$29K -$10.3K -339 -26%
GWM
427
Geneos Wealth Management
Colorado
$26.4K +$14K +463 +113%
NS
428
NBC Securities
Alabama
$25K +$25K +838 New
EWA
429
EverSource Wealth Advisors
Alabama
$25K -$13.5K -446 -35%
4FG
430
4Thought Financial Group
New York
$24.5K +$61 +2 +0.2%
KFS
431
Kelly Financial Services
Massachusetts
$24.1K -$7.39K -244 -23%
HWP
432
Highline Wealth Partners
California
$22.9K +$22.9K +756 New
ST
433
Smithfield Trust
Pennsylvania
$22K – – –
OLVIG
434
Oliver Lagore Vanvalin Investment Group
Michigan
$21.6K -$9.27K -306 -30%
PB
435
Pinnacle Bancorp
Nebraska
$19.5K – – –
GWSG
436
GPS Wealth Strategies Group
Colorado
$19.1K – – –
OA
437
Operose Advisors
Wisconsin
$18.7K – – –
LFA
438
Level Financial Advisors
New York
$18.1K – – –
FCA
439
FinTrust Capital Advisors
South Carolina
$17.9K -$43.6K -1,439 -71%
BNP Paribas Financial Markets
440
BNP Paribas Financial Markets
France
$17.9K -$14.8K -490 -45%
WOSD
441
WFA of San Diego
California
$17.4K – – –
HR
442
Howe & Rusling
New York
$17.2K +$999 +33 +6%
GWSA
443
Global Wealth Strategies & Associates
Colorado
$17.1K – – –
CIA
444
Choate Investment Advisors
Massachusetts
$16.7K +$2.12K +70 +15%
FFA
445
Founders Financial Alliance
North Carolina
$14.5K – – –
NRC
446
New Republic Capital
North Carolina
$14.3K -$1.36K -45 -9%
OP
447
ORG Partners
Indiana
$13.4K -$463K -15,254 -97%
CFFP
448
Center for Financial Planning
Michigan
$12.8K – – –
TCM
449
TD Capital Management
Tennessee
$12.6K – – –
HWM
450
Horizons Wealth Management
North Carolina
$12.4K +$61 +2 +0.5%
16 17
18
19 20