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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 %
PWA
451
Provenance Wealth Advisors
Florida
$12.2K +$12.2K +402 New
CA
452
Crewe Advisors
Utah
$11.7K – – –
TWC
453
TD Waterhouse Canada
Ontario, Canada
$10.1K +$3.73K +124 +58%
TWP
454
TFO Wealth Partners
Ohio
$9.17K – – –
FWP
455
FAS Wealth Partners
Kansas
$9.14K – – –
AIP
456
Ameritas Investment Partners
Nebraska
$8.78K – – –
IHWM
457
Iron Horse Wealth Management
Iowa
$7.78K – – –
CIA
458
Cape Investment Advisory
Georgia
$7.72K +$787 +26 +11%
National Bank of Canada
459
National Bank of Canada
Quebec, Canada
$6.8K -$8.95K -300 -57%
TRCT
460
Tower Research Capital (TRC)
New York
$6.06K -$86.1K -2,844 -93%
GFPC
461
Global Financial Private Client
Florida
$5.78K – – –
IA
462
IFP Advisors
Florida
$5.72K -$77.6K -2,565 -93%
CPA
463
Cardiff Park Advisors
California
$5.03K – – –
HIA
464
Harbor Investment Advisory
Maryland
$4.85K – – –
LFA
465
LGT Financial Advisors
Texas
$4.24K +$4.24K +140 New
TAM
466
Tucker Asset Management
Colorado
$3.97K – – –
RIA
467
Realta Investment Advisors
Delaware
$3.51K – – –
YAL
468
Your Advocates Ltd
Texas
$3.36K +$3.36K +111 New
RA
469
Rise Advisors
New York
$3.22K – – –
TSWM
470
Tyler-Stone Wealth Management
Ohio
$3K – – –
EWM
471
Evermay Wealth Management
Virginia
$2.79K – – –
CIAS
472
Capital Investment Advisory Services
North Carolina
$2.48K – – –
BLC
473
Brown, Lisle/Cummings
Rhode Island
$2.42K – – –
PA
474
PSI Advisors
Florida
$2.42K +$2.42K +80 New
HL
475
HeadInvest LLC
Maine
$2.08K +$2.08K +69 New
17 18
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