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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

509 hedge funds and large institutions have $2.8B invested in iShares ESG Aware MSCI EM ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 192 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
74
Increased
182
Reduced
192
Closed
49
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$272M
2
Jane Street
Jane Street
New York
$32.5M
3
Goldman Sachs
Goldman Sachs
New York
$93.1M
4
BlackRock
BlackRock
New York
$58.4M
5
Wealthfront Advisers
Wealthfront Advisers
California
$74.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$83.9M
2
LPL Financial
LPL Financial
California
$31.3M
3
EI
Ellevest Inc
New York
$22M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$17M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
501
Dunhill Financial
United Kingdom
$2.15K +$2.15K +67 New
GWM
502
Grand Wealth Management
Michigan
$1.6K – – –
BC
503
Barrett & Company
Rhode Island
$1.38K – – –
NCM
504
Northwest Capital Management
Oregon
$1.35K – – –
VF
505
VitalStone Financial
Texas
$1K – – –
HGERS
506
Householder Group Estate & Retirement Specialist
Arizona
$1K +$271 +13 +37%
CA
507
Centerpoint Advisors
Massachusetts
$1K +$568 +21 +131%
KFI
508
Key Financial Inc
Pennsylvania
$545 – – –
GI
509
Gradient Investments
Minnesota
$64 – – –
GWS
510
Glassman Wealth Services
Virginia
$32 – – –
AWM
511
Aspire Wealth Management
Massachusetts
$8 -$7 – –
VIA
512
Virtus Investment Advisers
Connecticut
– -$2.06M -67,904 Closed
VFIC
513
Valley Forge Investment Consultants
Pennsylvania
– -$910K -30,056 Closed
RZH
514
Relyea Zuckerberg Hanson
Connecticut
– -$756K -24,969 Closed
GCP
515
GSA Capital Partners
United Kingdom
– -$739K -24,408 Closed
TLFA
516
True Link Financial Advisors
California
– -$731K -24,135 Closed
AR
517
Apeiron RIA
Texas
– -$692K -22,851 Closed
IDA
518
Intelligence Driven Advisers
California
– -$641K -21,638 Closed
OAP
519
One Advisory Partners
Kansas
– -$622K -20,535 Closed
PP
520
Prudential plc
United Kingdom
– -$575K -19,000 Closed
LNWWM
521
Laird Norton Wetherby Wealth Management
California
– -$550K -18,171 Closed
BF
522
Brooklyn FI
New York
– -$462K -15,249 Closed
WWP
523
Waypoint Wealth Partners
California
– -$454K -14,990 Closed
SFS
524
Sowell Financial Services
Arkansas
– -$409K -13,521 Closed
SFO
525
Stokes Family Office
Louisiana
– -$379K -12,514 Closed
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