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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

509 hedge funds and large institutions have $2.8B invested in iShares ESG Aware MSCI EM ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 192 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
74
Increased
182
Reduced
192
Closed
49
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$272M
2
Jane Street
Jane Street
New York
$32.5M
3
Goldman Sachs
Goldman Sachs
New York
$93.1M
4
BlackRock
BlackRock
New York
$58.4M
5
Wealthfront Advisers
Wealthfront Advisers
California
$74.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$83.9M
2
LPL Financial
LPL Financial
California
$31.3M
3
EI
Ellevest Inc
New York
$22M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$17M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
526
Liberty Wealth Management
California
– -$321K -10,594 Closed
TSS
527
Two Sigma Securities
New York
– -$306K -10,096 Closed
SWA
528
Stratos Wealth Advisors
Ohio
– -$300K -9,913 Closed
CFA
529
Cahill Financial Advisors
Minnesota
– -$296K -9,786 Closed
MYIA
530
Mount Yale Investment Advisors
Colorado
– -$289K -9,559 Closed
SPC
531
Sigma Planning Corp
Michigan
– -$286K -9,452 Closed
CWM
532
Cornerstone Wealth Management
Missouri
– -$285K -9,407 Closed
CC
533
Copperleaf Capital
North Carolina
– -$270K -8,924 Closed
GIA
534
Goodwin Investment Advisory
Georgia
– -$255K -8,435 Closed
WFA
535
Wade Financial Advisory
California
– -$249K -8,230 Closed
SQA
536
Simon Quick Advisors
New Jersey
– -$237K -7,834 Closed
OCM
537
One Capital Management
California
– -$233K -7,707 Closed
3LCM
538
3D/L Capital Management
Connecticut
– -$226K -7,454 Closed
CA
539
CGN Advisors
Kansas
– -$226K -7,453 Closed
AIM
540
Acropolis Investment Management
Missouri
– -$217K -7,177 Closed
P
541
&Partners
Tennessee
– -$211K -6,974 Closed
PA
542
PFG Advisors
Arizona
– -$201K -6,640 Closed
BAAM
543
Baker Avenue Asset Management
California
– -$130K -4,299 Closed
NFSG
544
Newbridge Financial Services Group
Florida
– -$41.9K -1,383 Closed
CSPIA
545
Cary Street Partners Investment Advisory
Virginia
– -$40.8K -1,349 Closed
SWPG
546
Strategic Wealth Partners Group
Illinois
– -$34.9K -1,152 Closed
LWCFA
547
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$32.8K -1,084 Closed
LJHT
548
Laurie J. Hall Trustee
– -$30K -1,000 Closed
GWSA
549
Global Wealth Strategies & Associates
Colorado
– -$17.1K -566 Closed
CIA
550
Choate Investment Advisors
Massachusetts
– -$16.7K -550 Closed
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