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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

493 hedge funds and large institutions have $3.16B invested in iShares ESG Aware MSCI EM ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 175 increasing their positions, 207 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-19
Holders Change %
-3.71%
% of All Funds
6.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
38
Increased
175
Reduced
207
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$58.3M
2
Goldman Sachs
Goldman Sachs
New York
+$13.5M
3
Ameriprise
Ameriprise
Minnesota
+$12.3M
4
WANY
Wealthspire Advisors (New York)
New York
+$12M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$11.1M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$45.5M
2
Betterment LLC
Betterment LLC
New York
-$14.4M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$12.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.09M
5
EI
Ellevest Inc
New York
-$8.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
501
Fortis Capital Management
Washington
– -$440K -13,176 Closed
TWM
502
Tradition Wealth Management
Minnesota
– -$409K -12,242 Closed
ST
503
Spinnaker Trust
Maine
– -$322K -9,652 Closed
Massachusetts Financial Services
504
Massachusetts Financial Services
Massachusetts
– -$314K -9,402 Closed
IAA
505
Independent Advisor Alliance
North Carolina
– -$242K -7,239 Closed
JC
506
JB Capital
Connecticut
– -$235K -7,036 Closed
TSS
507
Two Sigma Securities
New York
– -$234K -7,023 Closed
NW
508
NewEdge Wealth
Pennsylvania
– -$229K -6,851 Closed
CWS
509
Cypress Wealth Services
California
– -$229K -6,844 Closed
TF
510
Theory Financial
Colorado
– -$223K -6,692 Closed
AFM
511
Armstrong Fleming & Moore
District of Columbia
– -$210K -6,298 Closed
Deutsche Bank
512
Deutsche Bank
Germany
– -$206K -6,175 Closed
WWG
513
West Wealth Group
California
– -$205K -6,137 Closed
JF
514
JSF Financial
California
– -$204K -6,112 Closed
Marshall Wace
515
Marshall Wace
United Kingdom
– -$201K -6,011 Closed
TWP
516
Tempus Wealth Planning
California
– -$201K -6,008 Closed
VWM
517
Venturi Wealth Management
Texas
– -$187K -5,603 Closed
EPW
518
Endeavor Private Wealth
Kansas
– -$73.9K -2,210 Closed
KIM
519
Kestra Investment Management
Texas
– -$65K -1,945 Closed
CAS
520
Coppell Advisory Solutions
Texas
– -$46.5K -1,388 Closed
RP
521
Rice Partnership
Hawaii
– -$45.6K -1,367 Closed
BL
522
BFSG LLC
California
– -$42.5K -1,272 Closed
HWP
523
Highline Wealth Partners
California
– -$25.2K -756 Closed
SS
524
Sunbelt Securities
Texas
– -$17.6K -525 Closed
TCM
525
TD Capital Management
Tennessee
– -$14.5K -435 Closed
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