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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

509 hedge funds and large institutions have $2.8B invested in iShares ESG Aware MSCI EM ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 192 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
74
Increased
182
Reduced
192
Closed
49
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$272M
2
Jane Street
Jane Street
New York
$32.5M
3
Goldman Sachs
Goldman Sachs
New York
$93.1M
4
BlackRock
BlackRock
New York
$58.4M
5
Wealthfront Advisers
Wealthfront Advisers
California
$74.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$83.9M
2
LPL Financial
LPL Financial
California
$31.3M
3
EI
Ellevest Inc
New York
$22M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$17M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
426
BFSG LLC
California
$40.8K +$40.8K +1,272 New
SWM
427
Sugarloaf Wealth Management
Georgia
$40K – – –
CAM
428
Clarity Asset Management
Iowa
$39.5K +$39.5K +1,231 New
BFPW
429
BOK Financial Private Wealth
Colorado
$38.7K – – –
BNP Paribas Financial Markets
430
BNP Paribas Financial Markets
France
$38.2K +$19.3K +603 +102%
4FG
431
4Thought Financial Group
New York
$37.8K +$11.9K +370 +46%
AA
432
Ancora Advisors
Ohio
$37.5K +$2.57K +80 +7%
JWA
433
JFS Wealth Advisors
Pennsylvania
$37.3K +$37.3K +1,163 New
ME
434
McIlrath & Eck
Washington
$35.2K +$513 +16 +1%
NSG
435
Nalls Sherbakoff Group
Tennessee
$33.5K – – –
SA
436
Scarborough Advisors
Maryland
$33.5K +$33.5K +1,044 New
KHC
437
Koesten Hirschmann & Crabtree
Kansas
$32.9K – – –
CAS
438
Coppell Advisory Solutions
Texas
$32.4K +$32.4K +1,012 New
CFS
439
CGC Financial Services
Oregon
$31.9K +$31.9K +996 New
EWA
440
EverSource Wealth Advisors
Alabama
$31K +$4.58K +143 +17%
TCOV
441
Trust Company of Vermont
Vermont
$30.9K -$24K -750 -44%
CPG
442
Cornerstone Planning Group
New Jersey
$30.6K -$52.6K -1,641 -63%
GWM
443
Geneos Wealth Management
Colorado
$29.2K +$1.28K +40 +5%
MSWM
444
McGlone Suttner Wealth Management
Wisconsin
$27.2K +$27.2K +850 New
VAMG
445
Voisard Asset Management Group
Michigan
$26.1K +$26.1K +813 New
NS
446
NBC Securities
Alabama
$26K – – –
HWP
447
Highline Wealth Partners
California
$24.2K – – –
PAI
448
Pittenger & Anderson Inc
Nebraska
$23.2K -$154K -4,791 -87%
ST
449
Smithfield Trust
Pennsylvania
$23K – – –
OLVIG
450
Oliver Lagore Vanvalin Investment Group
Michigan
$22.6K -$289 -9 -1%
16 17
18
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