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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 %
TLFA
51
True Link Financial Advisors
California
$8.57M 265,118 -58,663 -18%
LGWM
52
Litman Gregory Wealth Management
California
$8.5M 263,160 +41,676 +19%
HighTower Advisors
53
HighTower Advisors
Illinois
$8.33M 258,456 -136,122 -34%
MCIA
54
Mountain Capital Investment Advisors
Colorado
$7.97M 246,966 -405 -0.2%
IWC
55
Integrated Wealth Concepts
Massachusetts
$7.96M 246,242 +38,466 +19%
LNB
56
Ledyard National Bank
$7.87M 243,618 -141,825 -37%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$7.47M 231,335 -8,082 -3%
RTS
58
Round Table Services
New Jersey
$7.37M 228,184 -117,176 -34%
KAS
59
Kestra Advisory Services
Texas
$7.32M 226,642 -182,922 -45%
RC
60
RegentAtlantic Capital
New Jersey
$6.97M 215,680 +9,407 +5%
SEI Investments
61
SEI Investments
Pennsylvania
$6.69M 207,312 +50,705 +32%
TFCP
62
Twin Focus Capital Partners
Massachusetts
$6.66M 206,172 -1,443 -0.7%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$6.64M 205,021 -1,534,310 -88%
I
64
IMPACTfolio
Colorado
$6.57M 203,428 +19,978 +11%
LSAG
65
Lake Street Advisors Group
New Hampshire
$6.42M 198,623 -5,867 -3%
PCIG
66
Partners Capital Investment Group
Massachusetts
$6.18M 191,127 +13,961 +8%
AWS
67
Atria Wealth Solutions
New York
$6.06M 187,419 -191,431 -51%
MFG
68
Merit Financial Group
Georgia
$6.01M 185,893 +49,491 +36%
BBVA
69
Banco Bilbao Vizcaya Argentaria
Spain
$5.82M 180,000 – –
RJA
70
Raymond James & Associates
Florida
$5.79M 179,170 -25,043 -12%
EWM
71
Empirical Wealth Management
Washington
$5.76M 178,306 -711 -0.4%
HPWM
72
Highland Private Wealth Management
Washington
$5.6M 173,397 +812 +0.5%
IDA
73
Intelligence Driven Advisers
California
$5.34M 168,877 +91,177 +117%
OFG
74
Oxford Financial Group
Indiana
$5.17M 159,994 -378 -0.2%
LFASL
75
Lugano Financial Advisors SA (LFA)
Switzerland
$5.13M 158,709 +13,902 +10%
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