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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 %
SFCL
551
Strengthening Families & Communities LLC
Massachusetts
$7K – – –
AWM
552
Avior Wealth Management
Nebraska
$7K +$905 +26 +15%
OSAM
553
O'Shaughnessy Asset Management
Connecticut
$6K – – –
CPA
554
Cardiff Park Advisors
California
$6K – – –
PFS
555
Prospera Financial Services
Texas
$6K +$6K +152 New
EW
556
Element Wealth
Mississippi
$5K – – –
FPS
557
Fieldpoint Private Securities
Connecticut
$5K +$5K +124 New
AWMS
558
Advocacy Wealth Management Services
Georgia
$5K +$5K +141 New
RA
559
Rise Advisors
New York
$4K – – –
CYG
560
Clean Yield Group
Vermont
$4K +$4K +109 New
Koshinski Asset Management
561
Koshinski Asset Management
Illinois
$3.31K +$3.31K +90 New
GWANC
562
Guardian Wealth Advisors (North Carolina)
North Carolina
$3K – – –
BLC
563
Brown, Lisle/Cummings
Rhode Island
$2.94K – – –
SWM
564
Selective Wealth Management
Virginia
$2K -$14.7K -463 -88%
LFA
565
Level Financial Advisors
New York
$2K – – –
BBPWM
566
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
PA
567
PSI Advisors
Florida
$1K – – –
HWA
568
HHM Wealth Advisors
Tennessee
$1K – – –
CSWG
569
Cardinal Strategic Wealth Guidance
Kentucky
$1K +$1K +24 New
Citadel Advisors
570
Citadel Advisors
Florida
– -$28.2M -708,595 Closed
Renaissance Technologies
571
Renaissance Technologies
New York
– -$4.71M -118,600 Closed
DACS
572
Dymon Asia Capital (Singapore)
Singapore
– -$3.14M -79,036 Closed
FHA
573
First Horizon Advisors
Tennessee
– -$2.15M -53,984 Closed
AL
574
Aspiriant LLC
California
– -$987K -24,813 Closed
SFS
575
Sowell Financial Services
Arkansas
– -$946K -23,807 Closed
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23
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