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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

502 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI EM ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 217 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
217
Reduced
181
Closed
41
Calls
–
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$458K

Top Buyers

1
BlackRock
BlackRock
New York
$68.7M
2
Morgan Stanley
Morgan Stanley
New York
$160M
3
Citadel Advisors
Citadel Advisors
Florida
$11.7M
4
Wealthfront Advisers
Wealthfront Advisers
California
$60.7M
5
LGWM
Litman Gregory Wealth Management
California
$5.23M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$252M
3
Goldman Sachs
Goldman Sachs
New York
$137M
4
SWG
Summit Wealth Group
Vermont
$457K
5
M1FG
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
476
Global Financial Private Client
Florida
$6.14K +$448 +14 +8%
DI
477
Disciplined Investments
Oklahoma
$6.11K – – –
CPA
478
Cardiff Park Advisors
California
$5.25K – – –
HIA
479
Harbor Investment Advisory
Maryland
$5.06K – – –
RG
480
Retirement Group
California
$4.71K +$4.71K +149 New
TAM
481
Tucker Asset Management
Colorado
$4.14K – – –
RIA
482
Realta Investment Advisors
Delaware
$3.51K +$3.51K +111 New
RA
483
Rise Advisors
New York
$3.37K – – –
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$3.07K -$2.88K -91 -48%
VCM
485
Vigilant Capital Management
Maine
$3K – – –
TSWM
486
Tyler-Stone Wealth Management
Ohio
$3K +$3K +100 New
EWM
487
Evermay Wealth Management
Virginia
$2.91K +$2.91K +92 New
CIAS
488
Capital Investment Advisory Services
North Carolina
$2.59K -$157K -4,965 -98%
BLC
489
Brown, Lisle/Cummings
Rhode Island
$2.53K – – –
RWM
490
Ruedi Wealth Management
Illinois
$2.08K +$95 +3 +5%
BC
491
Barrett & Company
Rhode Island
$1.36K – – –
CSWG
492
Cardinal Strategic Wealth Guidance
Kentucky
$1.27K +$506 +16 +67%
SIC
493
Salem Investment Counselors
North Carolina
$1.23K +$1.23K +39 New
RDFA
494
Ritter Daniher Financial Advisory
Ohio
$1.23K +$1.23K +39 New
AFS
495
Annapolis Financial Services
Maryland
$1.04K – – –
VF
496
VitalStone Financial
Texas
$1K -$3.3K -89 -77%
GWS
497
Glassman Wealth Services
Virginia
$981 +$981 +31 New
KFI
498
Key Financial Inc
Pennsylvania
$538 – – –
KA
499
Kozak & Associates
Colorado
$64 +$64 +2 New
GI
500
Gradient Investments
Minnesota
$63 – – –
18 19
20
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