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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

518 hedge funds and large institutions have $3.28B invested in iShares ESG Aware MSCI EM ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 216 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-13
Holders Change %
-2.45%
% of All Funds
8.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
80
Increased
167
Reduced
216
Closed
80
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
+$238K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.3M
2
OMC
Old Mission Capital
Illinois
$36.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.3M
4
Wealthfront Advisers
Wealthfront Advisers
California
$48.4M
5
Betterment LLC
Betterment LLC
New York
$71.2M

Top Sellers

1
Jane Street
Jane Street
New York
$87.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$169M
3
AWA
Arete Wealth Advisors
Illinois
$622M
4
CIAS
CFS Investment Advisory Services
New Jersey
$280K
5
Morgan Stanley
Morgan Stanley
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
551
New York Life Investment Management
New York
– -$270K -9,747 Closed
KWS
552
Keystone Wealth Services
California
– -$259K -9,367 Closed
AI
553
Accredited Investors
Minnesota
– -$259K -9,365 Closed
PAMG
554
Patton Albertson Miller Group
Tennessee
– -$257K -9,273 Closed
ICP
555
Interchange Capital Partners
Pennsylvania
– -$255K -9,224 Closed
COCM
556
Charter Oak Capital Management
New Hampshire
– -$254K -9,194 Closed
WWA
557
WCG Wealth Advisors
Nevada
– -$254K -9,173 Closed
WF
558
Williams Financial
Vermont
– -$253K -9,155 Closed
LF
559
Lantz Financial
Illinois
– -$251K -9,067 Closed
BHWM
560
Bay Harbor Wealth Management
Maryland
– -$249K -9,001 Closed
CA
561
CGN Advisors
Kansas
– -$239K -8,652 Closed
Squarepoint
562
Squarepoint
New York
– -$237K -8,564 Closed
VWM
563
Venturi Wealth Management
Texas
– -$221K -7,977 Closed
BTWM
564
Baker Tilly Wealth Management
Wisconsin
– -$220K -7,955 Closed
AWA
565
Aaron Wealth Advisors
Illinois
– -$210K -7,591 Closed
KLI
566
Kelman-Lazarov Inc
Tennessee
– -$207K -7,467 Closed
SP
567
Successful Portfolios
Florida
– -$204K -7,381 Closed
HCA
568
Heck Capital Advisors
Wisconsin
– -$163K -5,888 Closed
FA
569
Flagstar Advisors
New York
– -$152K -5,496 Closed
CF
570
Centaurus Financial
California
– -$143K -5,151 Closed
Bessemer Group
571
Bessemer Group
New Jersey
– -$45K -1,650 Closed
ACM
572
Absolute Capital Management
Pennsylvania
– -$43.5K -1,570 Closed
AWM
573
Atticus Wealth Management
Florida
– -$31K -962 Closed
WIM
574
Westside Investment Management
California
– -$26.4K -940 Closed
MA
575
MUFG Americas
New York
– -$26K -927 Closed
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