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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

518 hedge funds and large institutions have $3.28B invested in iShares ESG Aware MSCI EM ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 216 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-13
Holders Change %
-2.45%
% of All Funds
8.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
80
Increased
167
Reduced
216
Closed
80
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
+$238K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.3M
2
OMC
Old Mission Capital
Illinois
$36.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.3M
4
Wealthfront Advisers
Wealthfront Advisers
California
$48.4M
5
Betterment LLC
Betterment LLC
New York
$71.2M

Top Sellers

1
Jane Street
Jane Street
New York
$87.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$169M
3
AWA
Arete Wealth Advisors
Illinois
$622M
4
CIAS
CFS Investment Advisory Services
New Jersey
$280K
5
Morgan Stanley
Morgan Stanley
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
BLC
501
Brown, Lisle/Cummings
Rhode Island
$2.41K – – –
EW
502
Element Wealth
Mississippi
$2.23K -$3.73K -124 -63%
GFWA
503
Grey Fox Wealth Advisors
Delaware
$1.77K +$1.77K +59 New
AWM
504
Accurate Wealth Management
Florida
$1.49K +$1.49K +46 New
FA
505
Faithward Advisors
Pennsylvania
$1.38K +$1.38K +46 New
BC
506
Barrett & Company
Rhode Island
$1.29K – – –
PA
507
PSI Advisors
Florida
$1.08K – – –
HDIM
508
Hanson & Doremus Investment Management
Vermont
$1K -$212K -9,765 -100%
VF
509
VitalStone Financial
Texas
$1K +$1K +27 New
GT
510
Glenmede Trust
Pennsylvania
$781 +$781 +26 New
CSWG
511
Cardinal Strategic Wealth Guidance
Kentucky
$722 – – –
BCMIO
512
Beacon Capital Management Inc (Ohio)
Ohio
$647 +$647 +22 New
LWANC
513
Laurel Wealth Advisors (North Carolina)
North Carolina
$632 – – –
BC
514
Burleson & Co
California
$481 +$481 +16 New
KFI
515
Key Financial Inc
Pennsylvania
$470 – – –
PAG
516
Private Advisor Group
New Jersey
$441 -$20 -662 -4%
SPWM
517
Spartan Planning & Wealth Management
North Carolina
$180 – – –
GI
518
Gradient Investments
Minnesota
$60 – – –
HPWM
519
Highland Private Wealth Management
Washington
– -$4.85M -175,272 Closed
JC
520
JB Capital
Connecticut
– -$4.41M -159,220 Closed
FTUS
521
Flow Traders U.S.
New York
– -$4.04M -146,133 Closed
AI
522
Atria Investments
North Carolina
– -$2.24M -80,980 Closed
MGWM
523
Marks Group Wealth Management
Minnesota
– -$1.49M -53,745 Closed
MFG
524
Merit Financial Group
Georgia
– -$1.35M -48,698 Closed
I
525
INVST
Indiana
– -$1.25M -44,909 Closed
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