ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

502 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI EM ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 217 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
217
Reduced
181
Closed
41
Calls
–
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$458K

Top Buyers

1
BlackRock
BlackRock
New York
$68.7M
2
Morgan Stanley
Morgan Stanley
New York
$160M
3
Citadel Advisors
Citadel Advisors
Florida
$11.7M
4
Wealthfront Advisers
Wealthfront Advisers
California
$60.7M
5
LGWM
Litman Gregory Wealth Management
California
$5.23M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$252M
3
Goldman Sachs
Goldman Sachs
New York
$137M
4
SWG
Summit Wealth Group
Vermont
$457K
5
M1FG
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
501
Financial Gravity Asset Management
Texas
$61 +$3 +103 +6%
AWM
502
Aspire Wealth Management
Massachusetts
$7 -$7 – –
Jane Street
503
Jane Street
New York
– -$40.4M -1,282,583 Closed
AT
504
American Trust
Kentucky
– -$1.93M -62,330 Closed
KCM
505
KM Capital Management
Texas
– -$985K -31,281 Closed
Marshall Wace
506
Marshall Wace
United Kingdom
– -$615K -19,533 Closed
SB
507
Simmons Bank
Arkansas
– -$488K -15,505 Closed
NL
508
NWAM LLC
Washington
– -$484K -15,365 Closed
RCM
509
Rain Capital Management
Oregon
– -$415K -13,188 Closed
MM
510
Main Management
California
– -$411K -13,070 Closed
CCWA
511
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$363K -11,530 Closed
UB
512
UMB Bank
Missouri
– -$344K -10,919 Closed
DE
513
Day & Ennis
Georgia
– -$335K -10,650 Closed
BFA
514
BMS Financial Advisors
South Dakota
– -$330K -10,471 Closed
OBWG
515
Onyx Bridge Wealth Group
New York
– -$277K -8,788 Closed
HPM
516
Hoxton Planning & Management
West Virginia
– -$274K -8,700 Closed
RP
517
Riverwater Partners
Wisconsin
– -$265K -8,430 Closed
YIH
518
Y-Intercept (HK)
Hong Kong
– -$261K -8,304 Closed
WWG
519
West Wealth Group
California
– -$259K -8,229 Closed
IA
520
IFG Advisory
Georgia
– -$254K -8,067 Closed
MOS
521
MGO One Seven
Ohio
– -$247K -7,854 Closed
APP
522
Avantax Planning Partners
Iowa
– -$234K -7,422 Closed
FANJ
523
Financial Architects (New Jersey)
New Jersey
– -$213K -6,752 Closed
RCAG
524
Rehmann Capital Advisory Group
Michigan
– -$201K -6,394 Closed
CWP
525
CFM Wealth Partners
Texas
– -$201K -6,373 Closed
18 19 20
21
22