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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
2
Goldman Sachs
New York
$163M
3
LPL Financial
3
LPL Financial
California
$75.5M
4
WL
4
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
1
Jane Street
New York
$40.4M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
4
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
526
NCM Capital Management
New Jersey
– -$369K -12,281 Closed
CIAS
527
CFS Investment Advisory Services
New Jersey
– -$280K -9,310 Closed
SG
528
StoneX Group
New York
– -$258K -8,577 Closed
Massachusetts Financial Services
529
Massachusetts Financial Services
Massachusetts
– -$256K -8,507 Closed
TSS
530
Two Sigma Securities
New York
– -$255K -8,489 Closed
TWP
531
Tempus Wealth Planning
California
– -$234K -7,774 Closed
OFG
532
OmniStar Financial Group
North Carolina
– -$233K -7,761 Closed
SHWM
533
Silicon Hills Wealth Management
Texas
– -$217K -7,224 Closed
FCA
534
FLC Capital Advisors
California
– -$216K -7,189 Closed
MHB
535
Midwest Heritage Bank
Iowa
– -$207K -6,876 Closed
RW
536
Rede Wealth
Virginia
– -$205K -6,825 Closed
FWP
537
Firethorn Wealth Partners
Georgia
– -$203K -6,754 Closed
TI
538
Trexquant Investment
Connecticut
– -$201K -6,696 Closed
FHA
539
Flagship Harbor Advisors
Massachusetts
– -$201K -6,670 Closed
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
– -$160K -5,335 Closed
CS
541
Comerica Securities
Michigan
– -$127K -4,218 Closed
DWP
542
Destiny Wealth Partners
Florida
– -$101K -3,366 Closed
Qube Research & Technologies (QRT)
543
Qube Research & Technologies (QRT)
United Kingdom
– -$87.2K -2,900 Closed
PIMG
544
Patriot Investment Management Group
Tennessee
– -$77.3K -2,290 Closed
MAWA
545
Moss Adams Wealth Advisors
Washington
– -$66.6K -2,215 Closed
LAM
546
Lakewood Asset Management
Illinois
– -$31K -1,015 Closed
MPCL
547
My Personal CFO LLC
Washington
– -$30.3K -1,007 Closed
ZIG
548
Zullo Investment Group
Pennsylvania
– -$23K -764 Closed
WOSD
549
WFA of San Diego
California
– -$17.3K -576 Closed
GMA
550
Glassy Mountain Advisors
Maryland
– -$13.6K -451 Closed
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