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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
7.16%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
207
Reduced
165
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$177M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$114M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$193M
4
BlackRock
BlackRock
New York
$44.1M
5
Goldman Sachs
Goldman Sachs
New York
$105M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$91.4K
3
Citadel Advisors
Citadel Advisors
Florida
$632K
4
OMC
Old Mission Capital
Illinois
$0
5
Bank of America
Bank of America
North Carolina
$533M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
451
Center for Financial Planning
Michigan
$14.2K – – –
CA
452
Crewe Advisors
Utah
$12.9K – – –
CFO
453
CVA Family Office
Colorado
$11.5K – – –
IA
454
IFP Advisors
Florida
$10.5K +$4.59K +137 +77%
WIA
455
Wetzel Investment Advisors
Indiana
$10.3K – – –
AIP
456
Ameritas Investment Partners
Nebraska
$9.72K – – –
IHWM
457
Iron Horse Wealth Management
Iowa
$9.59K – – –
IRC
458
Investors Research Corp
Georgia
$7.88K +$7.88K +235 New
GFPC
459
Global Financial Private Client
Florida
$7.51K +$2.11K +63 +39%
TWC
460
TD Waterhouse Canada
Ontario, Canada
$7.11K – – –
BWP
461
Baldwin Wealth Partners
Massachusetts
$7.04K – – –
CIA
462
Cape Investment Advisory
Georgia
$6.74K -$939 -28 -12%
HIA
463
Harbor Investment Advisory
Maryland
$5.37K – – –
TCM
464
Tradewinds Capital Management
Washington
$5K +$5K +149 New
LFA
465
LGT Financial Advisors
Texas
$4.82K +$33 +1 +0.7%
PA
466
PSI Advisors
Florida
$4.82K +$33 +1 +0.7%
RIL
467
Rothschild Investment LLC
Illinois
$4.73K – – –
TAM
468
Tucker Asset Management
Colorado
$3.96K -$436 -13 -10%
RIA
469
Realta Investment Advisors
Delaware
$3.69K +$905 +27 +33%
RA
470
Rise Advisors
New York
$3.67K – – –
TRCT
471
Tower Research Capital (TRC)
New York
$3.35K – – –
ATPW
472
Ashton Thomas Private Wealth
Arizona
$3.32K +$3.32K +99 New
EWM
473
Evermay Wealth Management
Virginia
$3.09K – – –
CIAS
474
Capital Investment Advisory Services
North Carolina
$2.75K – – –
T
475
Tidemark
California
$2.72K +$34 +1 +1%
17 18
19
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