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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

518 hedge funds and large institutions have $3.28B invested in iShares ESG Aware MSCI EM ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 216 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-13
Holders Change %
-2.45%
% of All Funds
8.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
80
Increased
167
Reduced
216
Closed
80
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
+$238K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.3M
2
OMC
Old Mission Capital
Illinois
$36.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.3M
4
Wealthfront Advisers
Wealthfront Advisers
California
$48.4M
5
Betterment LLC
Betterment LLC
New York
$71.2M

Top Sellers

1
Jane Street
Jane Street
New York
$87.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$169M
3
AWA
Arete Wealth Advisors
Illinois
$622M
4
CIAS
CFS Investment Advisory Services
New Jersey
$280K
5
Morgan Stanley
Morgan Stanley
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
476
Cribstone Capital Management
Maine
$9.56K +$301 +10 +3%
CS
477
Credit Suisse
Switzerland
$9.53K -$1.29K -43 -12%
BWL
478
Bogart Wealth LLC
Virginia
$9.53K – – –
AIP
479
Ameritas Investment Partners
Nebraska
$8.72K – – –
MWC
480
MBM Wealth Consultants
Missouri
$8K +$8K +251 New
IHWM
481
Iron Horse Wealth Management
Iowa
$8K +$8K +257 New
TWC
482
TD Waterhouse Canada
Ontario, Canada
$6.43K – – –
LS
483
Leelyn Smith
Illinois
$6.26K – – –
AWM
484
Avior Wealth Management
Nebraska
$6.06K -$9.62K -319 -61%
HIA
485
Harbor Investment Advisory
Maryland
$5.86K +$782 +26 +15%
FA
486
Fiduciary Alliance
South Carolina
$5.81K +$5.81K +193 New
DI
487
Disciplined Investments
Oklahoma
$5.8K -$9.14K -304 -61%
OSAM
488
O'Shaughnessy Asset Management
Connecticut
$5.59K +$5.59K +186 New
GFPC
489
Global Financial Private Client
Florida
$5.35K -$120 -4 -2%
SFCL
490
Strengthening Families & Communities LLC
Massachusetts
$5K – – –
CPA
491
Cardiff Park Advisors
California
$4.99K – – –
GGI
492
Godsey & Gibb Inc
Virginia
$4.51K +$4.51K +150 New
RIA
493
Realta Investment Advisors
Delaware
$4.24K – – –
TAM
494
Tucker Asset Management
Colorado
$4.24K +$793 +26 +23%
IRC
495
Investors Research Corp
Georgia
$4K – – –
USCWA
496
U.S. Capital Wealth Advisors
Texas
$3.85K +$3.85K +128 New
RA
497
Rise Advisors
New York
$3.18K +$60 +2 +2%
TRCT
498
Tower Research Capital (TRC)
New York
$3K -$14.2K -474 -83%
VCM
499
Vigilant Capital Management
Maine
$3K +$3K +95 New
MCC
500
Money Concepts Capital
Florida
$2.77K -$210 -7 -7%
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