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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

512 hedge funds and large institutions have $3.03B invested in iShares ESG Aware MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 181 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+13
Holders Change %
+2.61%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
64
Increased
203
Reduced
181
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WL
1
WIT LLC
District of Columbia
$58.6M
2
Northern Trust
2
Northern Trust
Illinois
$144M
3
Wells Fargo
3
Wells Fargo
California
$56M
4
Citadel Advisors
4
Citadel Advisors
Florida
$12.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$73.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$523M
2
EI
2
Ellevest Inc
New York
$37.6M
3
Jane Street
3
Jane Street
New York
$4.35M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$84.6M
5
BlackRock
5
BlackRock
New York
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
501
Barrett & Company
Rhode Island
$1.44K – – –
TRCT
502
Tower Research Capital (TRC)
New York
$1.4K -$5.27K -158 -79%
CPG
503
Cornerstone Planning Group
New Jersey
$1.28K +$34 +1 +3%
MCM
504
Mainstream Capital Management
California
$1.04K +$1.04K +31 New
FLP
505
Financial Life Planners
Arizona
$882 +$882 +26 New
CJ
506
Caitlin John
Michigan
$768 – – –
WFA
507
West Financial Advisors
Iowa
$702 +$702 +21 New
KFI
508
Key Financial Inc
Pennsylvania
$568 – – –
RWS
509
Retirement Wealth Solutions
Wisconsin
$255 +$255 +8 New
GI
510
GAMMA Investing
California
$234 – – –
GWS
511
Glassman Wealth Services
Virginia
$33 – – –
MIS
512
Morningstar Investment Services
Illinois
– -$3.64M -98,348 Closed
YIH
513
Y-Intercept (HK)
Hong Kong
– -$2.19M -60,158 Closed
DJSG
514
D.J. St. Germain
Massachusetts
– -$1.48M -40,617 Closed
RW
515
REDW Wealth
New Mexico
– -$1.16M -31,876 Closed
Prudential Financial
516
Prudential Financial
New Jersey
– -$1.14M -31,216 Closed
Squarepoint
517
Squarepoint
New York
– -$296K -8,142 Closed
CGL
518
Clarius Group LLC
Washington
– -$268K -7,360 Closed
HFA
519
High Falls Advisors
New York
– -$253K -6,956 Closed
MCC
520
Maiden Cove Capital
Maine
– -$249K -6,830 Closed
MWM
521
Meridian Wealth Management
Kentucky
– -$240K -6,599 Closed
PAG
522
Private Advisor Group
New Jersey
– -$233K -6,386 Closed
MYIA
523
Mount Yale Investment Advisors
Colorado
– -$230K -6,316 Closed
FFA
524
First Foundation Advisors
California
– -$228K -6,263 Closed
PFM
525
Peak Financial Management
Massachusetts
– -$227K -6,224 Closed
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