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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

509 hedge funds and large institutions have $2.8B invested in iShares ESG Aware MSCI EM ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 192 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
74
Increased
182
Reduced
192
Closed
49
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$119M
2
Jane Street
Jane Street
New York
+$25.2M
3
Goldman Sachs
Goldman Sachs
New York
+$17M
4
BlackRock
BlackRock
New York
+$11.4M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$10.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$112M
2
LPL Financial
LPL Financial
California
-$38.9M
3
EI
Ellevest Inc
New York
-$24.5M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$13.5M
5
Osaic Holdings
Osaic Holdings
Arizona
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
476
TD Waterhouse Canada
Ontario, Canada
$8.73K -$2.46K -74 -22%
CIA
477
Cape Investment Advisory
Georgia
$7.34K -$834 -26 -10%
National Bank of Canada
478
National Bank of Canada
Quebec, Canada
$7.19K – – –
HWM
479
Horizons Wealth Management
North Carolina
$6.64K -$6.51K -203 -50%
SAM
480
Smartleaf Asset Management
Massachusetts
$6.25K +$6.25K +195 New
GFPC
481
Global Financial Private Client
Florida
$5.32K -$834 -26 -14%
CPA
482
Cardiff Park Advisors
California
$5.32K – – –
IA
483
IFP Advisors
Florida
$5.23K -$833 -26 -14%
HIA
484
Harbor Investment Advisory
Maryland
$5.13K – – –
CJ
485
Caitlin John
Michigan
$5.07K +$5.07K +158 New
RG
486
Retirement Group
California
$4.86K +$4.86K +152 New
LFA
487
LGT Financial Advisors
Texas
$4.58K +$96 +3 +2%
PA
488
PSI Advisors
Florida
$4.58K +$2.02K +63 +79%
RIL
489
Rothschild Investment LLC
Illinois
$4.52K +$4.52K +141 New
SRCM
490
Signature Resources Capital Management
California
$4.49K +$4.49K +140 New
APC
491
Aspire Private Capital
North Carolina
$4.48K -$26.3K -817 -85%
TAM
492
Tucker Asset Management
Colorado
$4.2K – – –
RA
493
Rise Advisors
New York
$3.48K +$96 +3 +3%
OSAM
494
O'Shaughnessy Asset Management
Connecticut
$3.24K +$3.01K +94 +1,343%
TSWM
495
Tyler-Stone Wealth Management
Ohio
$3.21K – – –
EWM
496
Evermay Wealth Management
Virginia
$2.95K – – –
CIAS
497
Capital Investment Advisory Services
North Carolina
$2.63K – – –
BLC
498
Brown, Lisle/Cummings
Rhode Island
$2.57K – – –
RWM
499
Ruedi Wealth Management
Illinois
$2.18K +$32 +1 +1%
T
500
Tidemark
California
$2.15K +$2.15K +67 New
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