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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

568 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 322 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+19
Holders Change %
+3.46%
% of All Funds
8.99%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
322
Reduced
114
Closed
48
Calls
–
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.13B
2
Morgan Stanley
2
Morgan Stanley
New York
$285M
3
LPL Financial
3
LPL Financial
California
$230M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$149M
5
PAS
5
Park Avenue Securities
New York
$113M

Top Sellers

1
Jane Street
1
Jane Street
New York
$113M
2
PP
2
Prudential plc
United Kingdom
$113M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
EI
4
Ellevest Inc
New York
$39.6M
5
Bank of America
5
Bank of America
North Carolina
$516M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
476
Baldrige Asset Management
Pennsylvania
$182K -$47.6K -1,293 -21%
SC
477
Stephens Consulting
Michigan
$167K +$12.2K +332 +8%
TWP
478
TFO Wealth Partners
Ohio
$162K +$162K +4,411 New
NL
479
NEPC LLC
Massachusetts
$160K +$2.79K +76 +2%
LWP
480
Lumature Wealth Partners
Georgia
$149K -$11K -300 -7%
FDCDDQ
481
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131K -$2.8M -76,232 -96%
MBFW
482
Morton Brown Family Wealth
Pennsylvania
$120K – – –
PP
483
Prosperity Planning
Missouri
$119K -$104K – –
HWA
484
Heritage Wealth Advisors
Virginia
$118K +$103K +2,801 +692%
C
485
Covestor
United Kingdom
$112K -$10.5K -288 -9%
CWA
486
Clearview Wealth Advisors
Oregon
$112K +$8.46K +230 +8%
Qube Research & Technologies (QRT)
487
Qube Research & Technologies (QRT)
United Kingdom
$106K -$3.7M -101,078 -97%
CMBA
488
C.M. Bidwell & Associates
Hawaii
$106K -$2.97K -81 -3%
CFD
489
Creative Financial Designs
Indiana
$106K +$14.1K +382 +15%
VNA
490
Valley National Advisers
Pennsylvania
$104K +$3.8K +104 +4%
ACA
491
Aptus Capital Advisors
Alabama
$103K +$10K +272 +11%
TF
492
TimeScale Financial
Massachusetts
$102K – – –
HFA
493
HC Financial Advisors
California
$98K +$42.9K +1,165 +78%
AC
494
AlphaCore Capital
California
$87K +$25.7K +704 +42%
WTC
495
WhitTier Trust Company
Nevada
$80K – – –
HPC
496
HM Payson & Co
Maine
$76K +$6.98K +189 +10%
OC
497
Oakworth Capital
Alabama
$74K – – –
Bank of Montreal
498
Bank of Montreal
Ontario, Canada
$72K -$1.19K -32 -2%
National Bank of Canada
499
National Bank of Canada
Quebec, Canada
$69K -$2.39K -65 -3%
GWM
500
Grand Wealth Management
Michigan
$69K +$2.05K +56 +3%
18 19
20
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