ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

568 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 322 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+19
Holders Change %
+3.46%
% of All Funds
8.99%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
322
Reduced
114
Closed
48
Calls
–
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.13B
2
Morgan Stanley
2
Morgan Stanley
New York
$285M
3
LPL Financial
3
LPL Financial
California
$230M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$149M
5
PAS
5
Park Avenue Securities
New York
$113M

Top Sellers

1
Jane Street
1
Jane Street
New York
$113M
2
PP
2
Prudential plc
United Kingdom
$113M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
EI
4
Ellevest Inc
New York
$39.6M
5
Bank of America
5
Bank of America
North Carolina
$516M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
451
PDS Planning
Ohio
$231K -$405 -11 -0.2%
3LCM
452
3D/L Capital Management
Connecticut
$230K +$230K +6,263 New
AP
453
Appleton Partners
Massachusetts
$227K +$6.98K +190 +3%
ST
454
Spinnaker Trust
Maine
$226K +$24.5K +667 +12%
FA
455
Financial Advisors
Massachusetts
$223K – – –
WWG
456
West Wealth Group
California
$219K +$219K +5,977 New
1SB
457
1ST Source Bank
Indiana
$217K +$217K +5,901 New
WWM
458
WT Wealth Management
Arizona
$214K +$7.07K +192 +3%
SEIA
459
Signature Estate & Investment Advisors
California
$214K +$12.6K +342 +6%
PA
460
Planning Alternatives
Michigan
$209K +$15.1K +410 +8%
CCM
461
Covington Capital Management
California
$208K – – –
FEG
462
Fund Evaluation Group
Ohio
$207K – – –
GSWM
463
Golden State Wealth Management
California
$206K -$109K -2,973 -35%
CIC
464
Carnegie Investment Counsel
Ohio
$204K -$40.5K -1,100 -17%
CTA
465
Chesley Taft & Associates
Illinois
$204K -$35.9K -1,000 -15%
TA
466
TrueWealth Advisors
Alabama
$204K – – –
TIM
467
Tortoise Investment Management
New York
$204K +$62.7K +1,708 +44%
PC
468
Pecaut & Co
Iowa
$203K +$12.9K +351 +7%
DWP
469
Destiny Wealth Partners
Florida
$200K -$15.3K -417 -7%
MPWT
470
MassMutual Private Wealth & Trust
Connecticut
$196K -$10.7K -291 -5%
BAM
471
Belpointe Asset Management
Nevada
$195K +$15.7K +427 +9%
CAL
472
Capital Analysts LLC
Pennsylvania
$194K +$12.8K +349 +7%
PAI
473
Pittenger & Anderson Inc
Nebraska
$189K -$1.99K -54 -1%
MAM
474
Meeder Asset Management
Ohio
$186K -$125K -3,392 -40%
FC
475
Fiduciary Counselling
Minnesota
$184K – – –
17 18
19
20 21