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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

557 hedge funds and large institutions have $3.34B invested in iShares ESG Aware MSCI EM ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 199 increasing their positions, 244 reducing their positions, and 67 closing their positions.

Holders
557
Holders Change
-11
Holders Change %
-1.94%
% of All Funds
9.42%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.15%
New
62
Increased
199
Reduced
244
Closed
67
Calls
–
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$543K

Top Buyers

1
Jane Street
1
Jane Street
New York
$277M
2
TF
2
TIAA FSB
Florida
$141M
3
EI
3
Ellevest Inc
New York
$38.4M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$52.2M
5
OMC
5
Old Mission Capital
Illinois
$22.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$316M
2
LPL Financial
2
LPL Financial
California
$69.5M
3
PP
3
Prudential plc
United Kingdom
$0
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$19.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$159M
Name Market Value Shares Shares
Change 		Shares
Change %
LWANC
551
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K 21 +21 New
LPWM
552
Lake Point Wealth Management
Texas
$1K 35 +35 New
EBA
553
Eagle Bay Advisors
New York
$614 19 +19 New
AR
554
Apeiron RIA
Texas
$193 16,886 +16,886 New
Bank of Montreal
555
Bank of Montreal
Ontario, Canada
$66 1,941 – –
PP
556
Prudential plc
United Kingdom
– – -3,080,586 Closed
PCA
557
Pallas Capital Advisors
Massachusetts
– – -350,763 Closed
BPWM
558
Badgley Phelps Wealth Managers
Washington
– – -279,647 Closed
CA
559
Crumly & Associates
Illinois
– – -130,305 Closed
LWA
560
Lineweaver Wealth Advisors
Ohio
– – -125,642 Closed
WF
561
Williams Financial
Vermont
– – -63,556 Closed
PG
562
Prostatis Group
Maryland
– – -53,338 Closed
VWA
563
V Wealth Advisors
Kansas
– – -46,697 Closed
SWM
564
Scissortail Wealth Management
Oklahoma
– – -41,378 Closed
JF
565
Jump Financial
Illinois
– – -30,217 Closed
PPP
566
Private Portfolio Partners
New Jersey
– – -28,840 Closed
SAM
567
Strategy Asset Managers
California
– – -21,992 Closed
WAL
568
W Advisors LLC
Tennessee
– – -17,501 Closed
PIA
569
Pinion Investment Advisors
Kansas
– – -14,708 Closed
DT
570
Diversified Trust
Tennessee
– – -14,391 Closed
SPIA
571
Strategic Point Investment Advisors
Rhode Island
– – -13,714 Closed
VAS
572
Vestmark Advisory Solutions
Massachusetts
– – -13,456 Closed
HIM
573
Hanlon Investment Management
New Jersey
– – -13,147 Closed
CWAG
574
Compton Wealth Advisory Group
Virginia
– – -12,901 Closed
MWM
575
Merriman Wealth Management
Washington
– – -11,582 Closed
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