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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
2
Goldman Sachs
New York
$163M
3
LPL Financial
3
LPL Financial
California
$75.5M
4
WL
4
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
1
Jane Street
New York
$40.4M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
4
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWC
501
MBM Wealth Consultants
Missouri
$2K – – –
HGERS
502
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2K +70 New
RWM
503
Ruedi Wealth Management
Illinois
$2K +$2K +63 New
BC
504
Barrett & Company
Rhode Island
$1.35K – – –
PA
505
PSI Advisors
Florida
$1.13K – – –
AFS
506
Annapolis Financial Services
Maryland
$1.04K +$1.04K +33 New
WT
507
Washington Trust
Rhode Island
$1.01K +$1.01K +32 New
Toronto Dominion Bank
508
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +19 New
CSWG
509
Cardinal Strategic Wealth Guidance
Kentucky
$756 – – –
KFI
510
Key Financial Inc
Pennsylvania
$535 – – –
GI
511
Gradient Investments
Minnesota
$63 – – –
FGAM
512
Financial Gravity Asset Management
Texas
$53 +$53 +1,819 New
AWM
513
Aspire Wealth Management
Massachusetts
$7 – – –
SHIM
514
Stone House Investment Management
Pennsylvania
$6 – – –
OMC
515
Old Mission Capital
Illinois
– -$36.9M -1,225,556 Closed
LGWM
516
Litman Gregory Wealth Management
California
– -$5.58M -185,485 Closed
MCIA
517
Mountain Capital Investment Advisors
Colorado
– -$4.59M -142,240 Closed
Susquehanna International Group
518
Susquehanna International Group
Pennsylvania
– -$2.53M -83,990 Closed
PG
519
Prostatis Group
Maryland
– -$1.98M -65,848 Closed
HPC
520
Hobart Private Capital
North Carolina
– -$1.08M -36,022 Closed
WAS
521
Wealth Advisory Solutions
Indiana
– -$1M -33,387 Closed
FC
522
Fulcrum Capital
Washington
– -$847K -28,183 Closed
PFO
523
Pathstone Family Office
New Jersey
– -$475K -15,786 Closed
PCH
524
PGIM Custom Harvest
New Jersey
– -$426K -14,170 Closed
WWP
525
Waypoint Wealth Partners
California
– -$415K -13,800 Closed
19 20
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