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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
2
Goldman Sachs
New York
$163M
3
LPL Financial
3
LPL Financial
California
$75.5M
4
WL
4
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
1
Jane Street
New York
$40.4M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
4
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$21.8M 693,673 +180,401 +35%
OWA
27
Octavia Wealth Advisors
Ohio
$21.1M 668,746 +283,799 +74%
MML Investors Services
28
MML Investors Services
Massachusetts
$18.2M 577,718 +143,989 +33%
M&T Bank
29
M&T Bank
New York
$18M 571,783 +519 +0.1%
PO
30
Private Ocean
California
$17.3M 549,138 -372,813 -40%
MWM
31
Mission Wealth Management
California
$17M 538,956 +35,831 +7%
M1FG
32
Mach-1 Financial Group
Arkansas
$16.2M 514 +514 New
HighTower Advisors
33
HighTower Advisors
Illinois
$15M 474,693 -50,828 -10%
PCA
34
Prosperity Capital Advisors
Ohio
$14.5M 460,972 +379,016 +462%
MD
35
Money Design
Japan
$13.6M 432,638 +19,467 +5%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$12.6M 401,065 +46,605 +13%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$11.5M 366,400 +22,800 +7%
FT
38
Fiduciary Trust
Massachusetts
$11.3M 359,837 +23,541 +7%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$10.8M 342,702 +61,246 +22%
Corient Private Wealth
40
Corient Private Wealth
Florida
$10.4M 328,889 +32,039 +11%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$9.75M 309,712 +116,198 +60%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$9.63M 305,937 +32,643 +12%
HNW
43
High Note Wealth
Minnesota
$9.01M 286,303 +1,152 +0.4%
SEI Investments
44
SEI Investments
Pennsylvania
$8.91M 282,914 +21,250 +8%
EWM
45
Empirical Wealth Management
Washington
$8.62M 273,905 +27,015 +11%
PCIG
46
Partners Capital Investment Group
Massachusetts
$7.93M 251,821 +29,889 +13%
I
47
IMPACTfolio
Colorado
$7.87M 249,955 +17,084 +7%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$7.71M 244,771 -662,654 -73%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$6.87M 218,226 +532 +0.2%
TFCP
50
Twin Focus Capital Partners
Massachusetts
$5.91M 187,738 -5,242 -3%
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