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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 %
1SB
601
1ST Source Bank
Indiana
– – -5,901 Closed
SEIA
602
Signature Estate & Investment Advisors
California
– – -5,828 Closed
CTA
603
Chesley Taft & Associates
Illinois
– – -5,685 Closed
FEG
604
Fund Evaluation Group
Ohio
– – -5,649 Closed
CIC
605
Carnegie Investment Counsel
Ohio
– – -5,545 Closed
PC
606
Pecaut & Co
Iowa
– – -5,531 Closed
TA
607
TrueWealth Advisors
Alabama
– – -5,142 Closed
DC
608
DeDora Capital
California
– – -1,721 Closed
SC
609
Siena Capital
Ohio
– – -1,434 Closed
GIA
610
GHP Investment Advisors
Colorado
– – -1,356 Closed
SLWA
611
San Luis Wealth Advisors
California
– – -1,062 Closed
CPFP
612
Clear Perspectives Financial Planning
Ohio
– – -997 Closed
RDFA
613
Ritter Daniher Financial Advisory
Ohio
– – -563 Closed
CIA
614
Choate Investment Advisors
Massachusetts
– – -555 Closed
IFAM
615
Institutional & Family Asset Management
Colorado
– – -503 Closed
FMII
616
Farmers & Merchants Investments Inc
Nebraska
– – -364 Closed
OSAM
617
O'Shaughnessy Asset Management
Connecticut
– – -174 Closed
AWMS
618
Advocacy Wealth Management Services
Georgia
– – -141 Closed
CYG
619
Clean Yield Group
Vermont
– – -109 Closed
GWANC
620
Guardian Wealth Advisors (North Carolina)
North Carolina
– – -91 Closed
Koshinski Asset Management
621
Koshinski Asset Management
Illinois
– – -90 Closed
FCAS
622
First Command Advisory Services
Texas
– – -9 Closed
PP
623
Prosperity Planning
Missouri
– – – –
SPWM
624
Spartan Planning & Wealth Management
North Carolina
$0 6 – –
PMFA
625
Plante Moran Financial Advisors
Michigan
$0 1 +1 New
22 23 24
25
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