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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

568 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 322 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+19
Holders Change %
+3.46%
% of All Funds
8.99%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
322
Reduced
114
Closed
48
Calls
–
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.13B
2
Morgan Stanley
2
Morgan Stanley
New York
$285M
3
LPL Financial
3
LPL Financial
California
$230M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$149M
5
PAS
5
Park Avenue Securities
New York
$113M

Top Sellers

1
Jane Street
1
Jane Street
New York
$113M
2
PP
2
Prudential plc
United Kingdom
$113M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
EI
4
Ellevest Inc
New York
$39.6M
5
Bank of America
5
Bank of America
North Carolina
$516M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
501
DeDora Capital
California
$63K +$63K +1,721 New
LC
502
Lindbrook Capital
California
$59K -$54.9K -1,500 -48%
SWM
503
Sugarloaf Wealth Management
Georgia
$58K – – –
RIM
504
Rockbridge Investment Management
New York
$56.2K – – –
SC
505
Siena Capital
Ohio
$53K +$53K +1,434 New
M
506
MOTCO
Texas
$52K +$52K +1,403 New
NFSG
507
Newbridge Financial Services Group
Florida
$50K +$3.87K +106 +8%
GIA
508
GHP Investment Advisors
Colorado
$50K +$50K +1,356 New
FFA
509
Founders Financial Alliance
North Carolina
$49K -$5.51K -149 -10%
PP
510
PrairieView Partners
Minnesota
$46K +$5.08K +137 +12%
ZIG
511
Zullo Investment Group
Pennsylvania
$44K -$444 -12 -1%
BCM
512
Bourgeon Capital Management
Connecticut
$44K – – –
SLWA
513
San Luis Wealth Advisors
California
$42K +$42K +1,062 New
S
514
SignatureFD
Georgia
$40K +$4.45K +121 +13%
GC
515
Gould Capital
Washington
$38K +$4.36K +120 +13%
TFS
516
TrustCore Financial Services
Tennessee
$38K +$33.9K +915 +832%
CPFP
517
Clear Perspectives Financial Planning
Ohio
$37K – – –
MA
518
MUFG Americas
New York
$34K -$12.1K -330 -26%
KTC
519
Kistler-Tiffany Companies
Pennsylvania
$33K +$33K +903 New
GWM
520
Geneos Wealth Management
Colorado
$31K -$11.7K -325 -27%
BA
521
Bellwether Advisors
Nebraska
$31K – – –
OA
522
Operose Advisors
Wisconsin
$29K +$29K +797 New
4FG
523
4Thought Financial Group
New York
$27K +$1.31K +36 +5%
TAM
524
Tucker Asset Management
Colorado
$26.2K +$22.3K +607 +578%
TWA
525
TCI Wealth Advisors
Arizona
$21K +$75 +2 +0.4%
19 20
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