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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

499 hedge funds and large institutions have $3.31B invested in iShares ESG Aware MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 174 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
191
Reduced
174
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$640M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.9M
3
Jane Street
Jane Street
New York
$24.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$224M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$69.3M

Top Sellers

1
WL
WIT LLC
District of Columbia
$61.4M
2
Goldman Sachs
Goldman Sachs
New York
$91.4M
3
BlackRock
BlackRock
New York
$43.1M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$3.6M
5
Northern Trust
Northern Trust
Illinois
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
476
Smartleaf Asset Management
Massachusetts
$3.92K +$2.11K +57 +116%
TPW
477
Talon Private Wealth
Florida
$3.53K +$3.53K +97 New
EWM
478
Evermay Wealth Management
Virginia
$3.35K – – –
TAM
479
Tucker Asset Management
Colorado
$3.28K -$1.02K -28 -24%
CIAS
480
Capital Investment Advisory Services
North Carolina
$2.99K – – –
T
481
Tidemark
California
$2.95K – – –
RWM
482
Ruedi Wealth Management
Illinois
$2.79K +$36 +1 +1%
National Bank of Canada
483
National Bank of Canada
Quebec, Canada
$2.55K +$2.55K +70 New
SRCM
484
Signature Resources Capital Management
California
$2.19K – – –
CA
485
Centerpoint Advisors
Massachusetts
$2K – – –
TCG
486
Transcendent Capital Group
Oklahoma
$1.93K +$1.93K +53 New
GWM
487
Grand Wealth Management
Michigan
$1.82K – – –
NC
488
NewSquare Capital
Pennsylvania
$1.68K +$1.68K +46 New
BC
489
Barrett & Company
Rhode Island
$1.57K – – –
CPG
490
Cornerstone Planning Group
New Jersey
$1.34K -$26.4K -731 -95%
RCM
491
Raleigh Capital Management
North Carolina
$1.2K +$1.2K +33 New
SCM
492
Sterling Capital Management
North Carolina
$1.02K +$1.02K +28 New
NS
493
NBC Securities
Alabama
$1K – – –
CJ
494
Caitlin John
Michigan
$790 – – –
KFI
495
Key Financial Inc
Pennsylvania
$619 – – –
S
496
Sachetta
Massachusetts
$619 +$619 +17 New
APC
497
Aspire Private Capital
North Carolina
$318 – – –
GI
498
GAMMA Investing
California
$255 +$255 +7 New
GWS
499
Glassman Wealth Services
Virginia
$36 – – –
Susquehanna International Group
500
Susquehanna International Group
Pennsylvania
– -$2.45M -73,177 Closed
18 19
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