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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

499 hedge funds and large institutions have $3.31B invested in iShares ESG Aware MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 174 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
191
Reduced
174
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$640M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.9M
3
Jane Street
Jane Street
New York
$24.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$224M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$69.3M

Top Sellers

1
WL
WIT LLC
District of Columbia
$61.4M
2
Goldman Sachs
Goldman Sachs
New York
$91.4M
3
BlackRock
BlackRock
New York
$43.1M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$3.6M
5
Northern Trust
Northern Trust
Illinois
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
501
Becker Capital Management
Oregon
– -$1.56M -46,501 Closed
GCP
502
GSA Capital Partners
United Kingdom
– -$1.47M -43,870 Closed
Marshall Wace
503
Marshall Wace
United Kingdom
– -$708K -21,102 Closed
CICC
504
Capital Investment Counsel (Colorado)
Colorado
– -$525K -15,656 Closed
T
505
TCWP
Ohio
– -$521K -15,532 Closed
FI
506
Financial Insights
Washington
– -$374K -11,166 Closed
SW
507
SVB Wealth
Massachusetts
– -$371K -11,056 Closed
BAM
508
Belpointe Asset Management
Nevada
– -$357K -10,657 Closed
OBWG
509
Onyx Bridge Wealth Group
New York
– -$348K -10,364 Closed
SAM
510
Strategy Asset Managers
California
– -$321K -10,148 Closed
FLPIM
511
F.L. Putnam Investment Management
Massachusetts
– -$324K -9,660 Closed
OWMIAS
512
One Wealth Management Investment & Advisory Services
Florida
– -$270K -8,048 Closed
UB
513
Umpqua Bank
Oregon
– -$258K -7,685 Closed
LA
514
LexAurum Advisors
Kansas
– -$220K -6,561 Closed
KLI
515
Kelman-Lazarov Inc
Tennessee
– -$202K -6,037 Closed
ACM
516
Armbruster Capital Management
New York
– -$201K -6,000 Closed
IAIM
517
International Assets Investment Management
Florida
– -$192K -5,736 Closed
OC
518
Oakworth Capital
Alabama
– -$67.2K -2,004 Closed
OWA
519
Opal Wealth Advisors
New York
– -$58.8K -1,753 Closed
PP
520
Pacifica Partners
Canada
– -$50K -1,464 Closed
SA
521
Scarborough Advisors
Maryland
– -$42.2K -1,259 Closed
VAMG
522
Voisard Asset Management Group
Michigan
– -$30.8K -919 Closed
SSB
523
Sandy Spring Bank
Maryland
– -$21.3K -636 Closed
OA
524
Operose Advisors
Wisconsin
– -$14.4K -428 Closed
WIA
525
Wetzel Investment Advisors
Indiana
– -$10.3K -321 Closed
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