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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

518 hedge funds and large institutions have $3.28B invested in iShares ESG Aware MSCI EM ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 216 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-13
Holders Change %
-2.45%
% of All Funds
8.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
80
Increased
167
Reduced
216
Closed
80
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
+$238K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.3M
2
OMC
Old Mission Capital
Illinois
$36.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.3M
4
Wealthfront Advisers
Wealthfront Advisers
California
$48.4M
5
Betterment LLC
Betterment LLC
New York
$71.2M

Top Sellers

1
Jane Street
Jane Street
New York
$87.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$169M
3
AWA
Arete Wealth Advisors
Illinois
$622M
4
CIAS
CFS Investment Advisory Services
New Jersey
$280K
5
Morgan Stanley
Morgan Stanley
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSA
526
Tri-Star Advisors
Texas
– -$1.18M -41,950 Closed
SW
527
SteelPeak Wealth
California
– -$919K -33,227 Closed
PFG
528
PAX Financial Group
Texas
– -$857K -30,965 Closed
SL
529
SWMG LLC
Texas
– -$780K -28,203 Closed
MYIA
530
Mount Yale Investment Advisors
Colorado
– -$778K -28,100 Closed
CC
531
Copperleaf Capital
North Carolina
– -$763K -27,584 Closed
WEG
532
World Equity Group
Illinois
– -$757K -27,351 Closed
TF
533
Trek Financial
Arizona
– -$728K -26,316 Closed
OBWP
534
O'Brien Wealth Partners
Massachusetts
– -$708K -25,604 Closed
FIA
535
Foundations Investment Advisors
Arizona
– -$680K -24,578 Closed
SL
536
Sentinus LLC
Illinois
– -$695K -24,158 Closed
Brown Advisory
537
Brown Advisory
Maryland
– -$619K -22,361 Closed
CWA
538
Consilio Wealth Advisors
Washington
– -$603K -21,798 Closed
HF
539
HRT Financial
New York
– -$602K -21,788 Closed
ACG
540
Allen Capital Group
Nebraska
– -$509K -18,392 Closed
PWMG
541
Provence Wealth Management Group
California
– -$501K -18,117 Closed
CAM
542
Concorde Asset Management
Michigan
– -$468K -16,897 Closed
AR
543
Apeiron RIA
Texas
– -$435K -15,980 Closed
RCM
544
Raleigh Capital Management
North Carolina
– -$349K -12,640 Closed
WFA
545
Wade Financial Advisory
California
– -$344K -12,445 Closed
SHIM
546
Stone House Investment Management
Pennsylvania
– -$330K -11,921 Closed
CAG
547
Csenge Advisory Group
Florida
– -$319K -11,547 Closed
SPAS
548
Spectrum Planning & Advisory Services
California
– -$317K -11,446 Closed
PA
549
Planning Alternatives
Michigan
– -$274K -9,917 Closed
VFIC
550
Valley Forge Investment Consultants
Pennsylvania
– -$273K -9,856 Closed
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