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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 %
LFA
451
Level Financial Advisors
New York
$18.9K – – –
NCM
452
Northwest Capital Management
Oregon
$18.9K +$18.9K +596 New
WOSD
453
WFA of San Diego
California
$18.2K +$18.2K +576 New
EWM
454
Endurance Wealth Management
Rhode Island
$18K – – –
GWSA
455
Global Wealth Strategies & Associates
Colorado
$17.9K – – –
HR
456
Howe & Rusling
New York
$16.9K +$1.3K +41 +8%
National Bank of Canada
457
National Bank of Canada
Quebec, Canada
$16.7K -$7.44K -235 -31%
NRC
458
New Republic Capital
North Carolina
$16.3K -$7.15K -226 -30%
CIA
459
Choate Investment Advisors
Massachusetts
$15.2K – – –
FFA
460
Founders Financial Alliance
North Carolina
$15.2K – – –
CFFP
461
Center for Financial Planning
Michigan
$13.4K – – –
TCM
462
TD Capital Management
Tennessee
$13.2K +$95 +3 +0.7%
GWM
463
Geneos Wealth Management
Colorado
$12.9K -$1.71K -54 -12%
HWM
464
Horizons Wealth Management
North Carolina
$12.8K +$345 +11 +3%
CA
465
Crewe Advisors
Utah
$12.2K – – –
CFO
466
CVA Family Office
Colorado
$10.8K – – –
GWM
467
Grand Wealth Management
Michigan
$10.7K +$32 +1 +0.3%
FWP
468
FAS Wealth Partners
Kansas
$9.55K -$285 -9 -3%
TWP
469
TFO Wealth Partners
Ohio
$9.17K – – –
AIP
470
Ameritas Investment Partners
Nebraska
$9.17K – – –
TFA
471
Toth Financial Advisory
Virginia
$9.08K +$9.08K +287 New
CWA
472
Clearview Wealth Advisors
Oregon
$8.37K -$5.62K -178 -40%
IHWM
473
Iron Horse Wealth Management
Iowa
$8.13K – – –
CIA
474
Cape Investment Advisory
Georgia
$7.24K – – –
TWC
475
TD Waterhouse Canada
Ontario, Canada
$6.71K – – –
17 18
19
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