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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-10
Holders Change %
-1.99%
% of All Funds
7.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
170
Reduced
205
Closed
38
Calls
$6K
Puts
$206K
Net Calls
-$200K
Net Calls Change
+$6K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$460M
2
OMC
Old Mission Capital
Illinois
$12.5M
3
Jane Street
Jane Street
New York
$6.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11M
5
LPL Financial
LPL Financial
California
$66.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$71.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
3
BlackRock
BlackRock
New York
$44.4M
4
OWA
Octavia Wealth Advisors
Ohio
$447K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
476
Ruedi Wealth Management
Illinois
$2.03K +$30 +1 +2%
GWM
477
Grand Wealth Management
Michigan
$1.51K -$8.75K -289 -85%
BC
478
Barrett & Company
Rhode Island
$1.3K – – –
NCM
479
Northwest Capital Management
Oregon
$1.27K -$16.8K -554 -93%
CSWG
480
Cardinal Strategic Wealth Guidance
Kentucky
$1.21K – – –
HGERS
481
Householder Group Estate & Retirement Specialist
Arizona
$1.06K +$1.06K +35 New
NL
482
NVWM LLC
Pennsylvania
$1.03K +$1.03K +34 New
VF
483
VitalStone Financial
Texas
$1K – – –
RCM
484
Raleigh Capital Management
North Carolina
$969 +$969 +32 New
BWS
485
Buck Wealth Strategies
Colorado
$757 -$37K -1,223 -98%
CIM
486
Contravisory Investment Management
Massachusetts
$757 +$757 +25 New
AWM
487
Avior Wealth Management
Nebraska
$575 -$17.6K -582 -97%
KFI
488
Key Financial Inc
Pennsylvania
$515 – – –
FA
489
Faithward Advisors
Pennsylvania
$369 +$369 +12 New
OSAM
490
O'Shaughnessy Asset Management
Connecticut
$212 -$2.73K -90 -93%
GI
491
Gradient Investments
Minnesota
$61 – – –
GWS
492
Glassman Wealth Services
Virginia
$30 -$900 -30 -97%
AWM
493
Aspire Wealth Management
Massachusetts
$7 -$7 – –
TAIM
494
TD Ameritrade Investment Management
Nebraska
– -$3.5M -110,751 Closed
CW
495
CreativeOne Wealth
Kansas
– -$812K -25,668 Closed
FTUS
496
Flow Traders U.S.
New York
– -$790K -24,980 Closed
KOC
497
Koss-Olinger Consulting
Florida
– -$695K -21,959 Closed
GC
498
Grimes & Company
Massachusetts
– -$626K -19,805 Closed
AG
499
Ascent Group
Virginia
– -$509K -15,874 Closed
MLA
500
My Legacy Advisors
Oregon
– -$459K -13,900 Closed
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