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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

493 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 208 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
7.17%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
208
Reduced
165
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$38.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.8M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$22.3M
4
BlackRock
BlackRock
New York
+$15.2M
5
Goldman Sachs
Goldman Sachs
New York
+$14.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$91M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$36.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.3M
4
OMC
Old Mission Capital
Illinois
-$9.66M
5
Bank of America
Bank of America
North Carolina
-$8.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
501
DHK Financial Advisors
New Hampshire
– -$518K -16,073 Closed
GWMR
502
GC Wealth Management RIA
Massachusetts
– -$439K -13,635 Closed
PWA
503
Prairie Wealth Advisors
Nebraska
– -$437K -13,559 Closed
FLA
504
Financial Life Advisors
Texas
– -$416K -12,911 Closed
PS
505
Portfolio Strategies
New York
– -$394K -12,227 Closed
Squarepoint
506
Squarepoint
New York
– -$356K -11,039 Closed
LNC
507
Lincoln National Corp
Pennsylvania
– -$279K -8,642 Closed
AFG
508
ABLE Financial Group
Arizona
– -$243K -7,533 Closed
FDCP
509
Foster Dykema Cabot & Partners
Massachusetts
– -$235K -7,291 Closed
MRC
510
Millburn Ridgefield Corp
New York
– -$232K -7,193 Closed
LW
511
Libra Wealth
California
– -$232K -7,187 Closed
FPGK
512
Financial Partners Group (Kansas)
Kansas
– -$221K -6,851 Closed
PBF
513
Petix & Botte Financial
California
– -$217K -6,721 Closed
MAWA
514
Moss Adams Wealth Advisors
Washington
– -$217K -6,719 Closed
SXL
515
Summit X LLC
Missouri
– -$214K -6,649 Closed
HF
516
HRT Financial
New York
– -$213K -6,615 Closed
KWM
517
Keebeck Wealth Management
Illinois
– -$212K -6,588 Closed
DZ Bank
518
DZ Bank
Germany
– -$131K -4,046 Closed
MFA
519
McClarren Financial Advisors
Pennsylvania
– -$127K -3,930 Closed
IGWM
520
ICA Group Wealth Management
Colorado
– -$24.2K -751 Closed
FIM
521
Fernwood Investment Management
Massachusetts
– -$16.2K -504 Closed
NRC
522
New Republic Capital
North Carolina
– -$15.2K -471 Closed
FGAM
523
Financial Gravity Asset Management
Texas
– -$14.8K -461 Closed
PWA
524
Provenance Wealth Advisors
Florida
– -$13K -402 Closed
TWP
525
TFO Wealth Partners
Ohio
– -$10.2K -318 Closed
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