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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

568 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 322 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+19
Holders Change %
+3.46%
% of All Funds
8.99%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
322
Reduced
114
Closed
48
Calls
–
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.13B
2
Morgan Stanley
2
Morgan Stanley
New York
$285M
3
LPL Financial
3
LPL Financial
California
$230M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$149M
5
PAS
5
Park Avenue Securities
New York
$113M

Top Sellers

1
Jane Street
1
Jane Street
New York
$113M
2
PP
2
Prudential plc
United Kingdom
$113M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
EI
4
Ellevest Inc
New York
$39.6M
5
Bank of America
5
Bank of America
North Carolina
$516M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDFA
526
Ritter Daniher Financial Advisory
Ohio
$21K +$21K +563 New
EWM
527
Endurance Wealth Management
Rhode Island
$21K +$21K +568 New
CIA
528
Choate Investment Advisors
Massachusetts
$20K – – –
MCC
529
Money Concepts Capital
Florida
$20K +$20K +553 New
TCWA
530
Ten Capital Wealth Advisors
Washington
$19K -$38.8K -1,065 -67%
DI
531
Disciplined Investments
Oklahoma
$18K +$11K +304 +158%
IFAM
532
Institutional & Family Asset Management
Colorado
$18K +$11.1K +309 +159%
CFFP
533
Center for Financial Planning
Michigan
$16K – – –
AWM
534
Atticus Wealth Management
Florida
$15K +$15K +417 New
CIAS
535
CFS Investment Advisory Services
New Jersey
$15K +$14.5K +520,519 +3,146%
HIA
536
Harbor Investment Advisory
Maryland
$14K +$808 +22 +6%
HR
537
Howe & Rusling
New York
$14K +$888 +25 +7%
WL
538
WIT LLC
District of Columbia
$13.6K -$6.91M -188,431 -100%
IWP
539
IAG Wealth Partners
Wisconsin
$13K – – –
CCM
540
Cribstone Capital Management
Maine
$13K +$5K +138 +62%
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$13K +$13K +364 New
FWP
542
FAS Wealth Partners
Kansas
$12K – – –
ACK
543
Andrew C. Karlinski
$12K +$12K +339 New
BWL
544
Bogart Wealth LLC
Virginia
$10K -$27.4K -746 -73%
AIP
545
Ameritas Investment Partners
Nebraska
$10K -$13.3K -385 -57%
CWM
546
Cranbrook Wealth Management
Michigan
$9K – – –
LWA
547
Lenox Wealth Advisors
New York
$9K +$9K +247 New
EIP
548
Ellis Investment Partners
Pennsylvania
$8K – – –
IHWM
549
Iron Horse Wealth Management
Iowa
$8K – – –
TWC
550
TD Waterhouse Canada
Ontario, Canada
$7.92K – – –
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