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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

493 hedge funds and large institutions have $3.16B invested in iShares ESG Aware MSCI EM ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 175 increasing their positions, 207 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-19
Holders Change %
-3.71%
% of All Funds
6.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
38
Increased
175
Reduced
207
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$209M
2
Goldman Sachs
Goldman Sachs
New York
$102M
3
Ameriprise
Ameriprise
Minnesota
$57.8M
4
WANY
Wealthspire Advisors (New York)
New York
$16.3M
5
Corient Private Wealth
Corient Private Wealth
Florida
$21.4M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$170M
2
Betterment LLC
Betterment LLC
New York
$104M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.6M
4
Citadel Advisors
Citadel Advisors
Florida
$4.29M
5
EI
Ellevest Inc
New York
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
476
Centerpoint Advisors
Massachusetts
$4K +$667 +18 +20%
NWMP
477
Noble Wealth Management PBC
Colorado
$3.79K – – –
RWM
478
Ruedi Wealth Management
Illinois
$3.01K -$420 -12 -12%
OP
479
ORG Partners
Indiana
$3.01K -$43.1K -1,205 -93%
SWM
480
Spire Wealth Management
Virginia
$2.97K – – –
CIAS
481
Capital Investment Advisory Services
North Carolina
$2.87K – – –
T
482
Tidemark
California
$2.83K – – –
Q1WB
483
Quest 10 Wealth Builders
Virginia
$2.34K – – –
SRCM
484
Signature Resources Capital Management
California
$2.1K – – –
GI
485
GAMMA Investing
California
$1.96K +$1.71K +49 +700%
GWM
486
Grand Wealth Management
Michigan
$1.75K – – –
DRP
487
Decker Retirement Planning
Utah
$1.68K – – –
BC
488
Barrett & Company
Rhode Island
$1.5K – – –
NS
489
NBC Securities
Alabama
$1K +$1K +39 New
FNWA
490
Financial Network Wealth Advisors
Utah
$874 +$874 +25 New
KFI
491
Key Financial Inc
Pennsylvania
$594 – – –
RWS
492
Retirement Wealth Solutions
Wisconsin
$270 – – –
GWS
493
Glassman Wealth Services
Virginia
$35 – – –
KGP
494
Keystone Global Partners
Colorado
$34 +$34 +1 New
EP
495
Essential Planning
New Hampshire
– -$6.74M -190,898 Closed
ITB
496
Idaho Trust Bank
Idaho
– -$1.32M -39,648 Closed
KF
497
Krilogy Financial
Missouri
– -$1.22M -36,501 Closed
OCM
498
Objective Capital Management
Ohio
– -$959K -28,709 Closed
CFGS
499
Concourse Financial Group Securities
Alabama
– -$606K -17,765 Closed
ACA
500
Affinity Capital Advisors
California
– -$490K -14,597 Closed
18 19
20
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