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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
TCM
476
TD Capital Management
Tennessee
$13K – – –
HWM
477
Horizons Wealth Management
North Carolina
$12.5K +$32 +1 +0.3%
CA
478
Crewe Advisors
Utah
$12.2K – – –
TRCT
479
Tower Research Capital (TRC)
New York
$12K +$8.8K +275 +275%
BCM
480
Blume Capital Management
California
$11.3K +$11.3K +358 New
CFO
481
CVA Family Office
Colorado
$10.8K – – –
GWM
482
Grand Wealth Management
Michigan
$10.6K -$7.21K -229 -40%
FWP
483
FAS Wealth Partners
Kansas
$9.8K -$284 -9 -3%
TWP
484
TFO Wealth Partners
Ohio
$9.13K -$862K -27,386 -99%
AIP
485
Ameritas Investment Partners
Nebraska
$9.13K – – –
IHWM
486
Iron Horse Wealth Management
Iowa
$8.09K – – –
CIA
487
Cape Investment Advisory
Georgia
$7.21K +$7.21K +229 New
TWC
488
TD Waterhouse Canada
Ontario, Canada
$6.68K – – –
DI
489
Disciplined Investments
Oklahoma
$6.08K – – –
OSAM
490
O'Shaughnessy Asset Management
Connecticut
$5.92K +$63 +2 +1%
GFPC
491
Global Financial Private Client
Florida
$5.61K – – –
CPA
492
Cardiff Park Advisors
California
$5.23K – – –
HIA
493
Harbor Investment Advisory
Maryland
$5.04K -$1.1K -35 -18%
TAM
494
Tucker Asset Management
Colorado
$4.12K -$252 -8 -6%
VF
495
VitalStone Financial
Texas
$4K +$3.07K +89 +330%
FA
496
Faithward Advisors
Pennsylvania
$3.82K +$2.39K +77 +167%
RA
497
Rise Advisors
New York
$3.33K – – –
VCM
498
Vigilant Capital Management
Maine
$3K – – –
BLC
499
Brown, Lisle/Cummings
Rhode Island
$2.52K – – –
GFWA
500
Grey Fox Wealth Advisors
Delaware
$2.17K +$315 +10 +17%
18 19
20
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