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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-10
Holders Change %
-1.99%
% of All Funds
7.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
170
Reduced
205
Closed
38
Calls
$6K
Puts
$206K
Net Calls
-$200K
Net Calls Change
+$6K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$460M
2
OMC
Old Mission Capital
Illinois
$12.5M
3
Jane Street
Jane Street
New York
$6.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11M
5
LPL Financial
LPL Financial
California
$66.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$71.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
3
BlackRock
BlackRock
New York
$44.4M
4
OWA
Octavia Wealth Advisors
Ohio
$447K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
501
Arete Wealth Advisors
Illinois
– -$402K -12,699 Closed
FFG
502
Frisch Financial Group
New York
– -$366K -11,565 Closed
FAIM
503
Financial Advocates Investment Management
Washington
– -$337K -10,665 Closed
FA
504
FDx Advisors
Illinois
– -$324K -10,231 Closed
SAM
505
Strategy Asset Managers
California
– -$321K -10,148 Closed
HF
506
HRT Financial
New York
– -$317K -10,039 Closed
MFA
507
Mayflower Financial Advisors
Massachusetts
– -$223K -9,913 Closed
T
508
TCWP
Ohio
– -$277K -8,768 Closed
AL
509
Aspiriant LLC
California
– -$270K -8,541 Closed
FA
510
Forefront Analytics
Pennsylvania
– -$263K -8,300 Closed
CAM
511
Cresset Asset Management
Illinois
– -$254K -8,030 Closed
TCA
512
Transcend Capital Advisors
New Jersey
– -$223K -7,041 Closed
EGWAG
513
Elwood & Goetz Wealth Advisory Group
Georgia
– -$221K -6,989 Closed
CPIG
514
Chicago Partners Investment Group
Illinois
– -$222K -6,856 Closed
RA
515
RFG Advisory
Alabama
– -$214K -6,752 Closed
AP
516
Appleton Partners
Massachusetts
– -$203K -6,422 Closed
RIS
517
Retirement Income Solutions
Michigan
– -$203K -6,414 Closed
CA
518
Clearstead Advisors
Ohio
– -$74.1K -2,342 Closed
IGWM
519
ICA Group Wealth Management
Colorado
– -$31.6K -999 Closed
CAS
520
Coppell Advisory Solutions
Texas
– -$21.9K -698 Closed
SMA
521
Sage Mountain Advisors
Georgia
– -$20.4K -644 Closed
CFO
522
CVA Family Office
Colorado
– -$10.8K -343 Closed
TFA
523
Toth Financial Advisory
Virginia
– -$9.08K -287 Closed
CWA
524
Clearview Wealth Advisors
Oregon
– -$8.37K -265 Closed
DI
525
Disciplined Investments
Oklahoma
– -$6.11K -193 Closed
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