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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

512 hedge funds and large institutions have $3.03B invested in iShares ESG Aware MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 181 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+13
Holders Change %
+2.61%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
64
Increased
203
Reduced
181
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WL
1
WIT LLC
District of Columbia
$58.6M
2
Northern Trust
2
Northern Trust
Illinois
$144M
3
Wells Fargo
3
Wells Fargo
California
$56M
4
Citadel Advisors
4
Citadel Advisors
Florida
$12.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$73.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$523M
2
EI
2
Ellevest Inc
New York
$37.6M
3
Jane Street
3
Jane Street
New York
$4.35M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$84.6M
5
BlackRock
5
BlackRock
New York
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
526
Octavia Wealth Advisors
Ohio
– -$226K -6,201 Closed
DI
527
DDFG Inc
California
– -$223K -6,114 Closed
WFAG
528
Worth Financial Advisory Group
North Carolina
– -$216K -5,919 Closed
NC
529
Napatree Capital
Rhode Island
– -$214K -5,890 Closed
SFPM
530
Sensible Financial Planning & Management
Massachusetts
– -$213K -5,854 Closed
MSA
531
Marino Stram & Associates
Massachusetts
– -$212K -5,825 Closed
MNA
532
Manning & Napier Advisors
New York
– -$211K -5,785 Closed
FPGK
533
Financial Partners Group (Kansas)
Kansas
– -$210K -5,759 Closed
ODIJL
534
One Day In July LLC
Vermont
– -$207K -5,696 Closed
BFG
535
Buttonwood Financial Group
Missouri
– -$206K -5,653 Closed
SWA
536
Stratos Wealth Advisors
Ohio
– -$201K -5,526 Closed
FMN
537
Financial Management Network
California
– -$206K -5,512 Closed
MIM
538
Macroview Investment Management
Maryland
– -$142K -3,908 Closed
DWS
539
Dynamic Wealth Strategies
California
– -$128K -3,520 Closed
FDCP
540
Foster Dykema Cabot & Partners
Massachusetts
– -$63.8K -1,752 Closed
JIP
541
Jaffetilchin Investment Partners
Florida
– -$21.1K -581 Closed
GSEP
542
Golden State Equity Partners
California
– -$11.1K -305 Closed
BWP
543
Baldwin Wealth Partners
Massachusetts
– -$7.65K -210 Closed
CFG
544
Copley Financial Group
California
– -$6.55K -180 Closed
AAG
545
Armstrong Advisory Group
Massachusetts
– -$6.41K -176 Closed
LFA
546
LGT Financial Advisors
Texas
– -$5.24K -144 Closed
RIA
547
Realta Investment Advisors
Delaware
– -$4.04K -110 Closed
TPW
548
Talon Private Wealth
Florida
– -$3.53K -97 Closed
National Bank of Canada
549
National Bank of Canada
Quebec, Canada
– -$2.55K -70 Closed
NS
550
NBC Securities
Alabama
– -$1K -41 Closed
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