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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

518 hedge funds and large institutions have $3.28B invested in iShares ESG Aware MSCI EM ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 216 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-13
Holders Change %
-2.45%
% of All Funds
8.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
80
Increased
167
Reduced
216
Closed
80
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
+$238K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.3M
2
OMC
Old Mission Capital
Illinois
$36.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.3M
4
Wealthfront Advisers
Wealthfront Advisers
California
$48.4M
5
Betterment LLC
Betterment LLC
New York
$71.2M

Top Sellers

1
Jane Street
Jane Street
New York
$87.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$169M
3
AWA
Arete Wealth Advisors
Illinois
$622M
4
CIAS
CFS Investment Advisory Services
New Jersey
$280K
5
Morgan Stanley
Morgan Stanley
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
4FG
451
4Thought Financial Group
New York
$25K +$1.25K +41 +5%
KFS
452
Kelly Financial Services
Massachusetts
$24.6K +$1.75K +58 +8%
OA
453
Operose Advisors
Wisconsin
$24.3K +$211 +7 +0.9%
ZIG
454
Zullo Investment Group
Pennsylvania
$23K -$1.08K -36 -5%
National Bank of Canada
455
National Bank of Canada
Quebec, Canada
$22.9K – – –
GJIA
456
Glass Jacobson Investment Advisors
Maryland
$20.1K +$20.1K +668 New
CWA
457
Clearview Wealth Advisors
Oregon
$19.9K -$105K -3,501 -84%
WOSD
458
WFA of San Diego
California
$17.3K +$17.3K +576 New
GWM
459
Grand Wealth Management
Michigan
$17.1K -$77.6K -2,581 -82%
GWSA
460
Global Wealth Strategies & Associates
Colorado
$17K +$17K +566 New
EWM
461
Endurance Wealth Management
Rhode Island
$17K – – –
TWA
462
TCI Wealth Advisors
Arizona
$16.9K – – –
GWM
463
Geneos Wealth Management
Colorado
$15.9K +$211 +7 +1%
HR
464
Howe & Rusling
New York
$14.5K +$812 +27 +6%
FFA
465
Founders Financial Alliance
North Carolina
$14.4K -$11.9K -397 -45%
NRC
466
New Republic Capital
North Carolina
$14.2K +$14.2K +471 New
GMA
467
Glassy Mountain Advisors
Maryland
$13.6K +$13.6K +451 New
CFFP
468
Center for Financial Planning
Michigan
$12.8K – – –
TCM
469
TD Capital Management
Tennessee
$12.5K +$211 +7 +2%
TCWA
470
Ten Capital Wealth Advisors
Washington
$12.2K – – –
LFA
471
Level Financial Advisors
New York
$12K -$97.7K -3,370 -89%
HWM
472
Horizons Wealth Management
North Carolina
$12K +$788 +26 +7%
CA
473
Crewe Advisors
Utah
$11.6K – – –
CFO
474
CVA Family Office
Colorado
$10.3K +$10.3K +343 New
FWP
475
FAS Wealth Partners
Kansas
$9.63K -$542 -18 -5%
17 18
19
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