ESGE icon

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.

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

Top Sellers

1
Jane Street
1
Jane Street
New York
$87.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$169M
3
AWA
3
Arete Wealth Advisors
Illinois
$622M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$280K
5
Morgan Stanley
5
Morgan Stanley
New York
$123M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$6.55M 217,694 -77,320 -26%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$5.82M 193,514 +127,939 +195%
TFCP
53
Twin Focus Capital Partners
Massachusetts
$5.8M 192,980 -16,564 -8%
BBVA
54
Banco Bilbao Vizcaya Argentaria
Spain
$5.7M 186,995 -1,555 -0.8%
LGWM
55
Litman Gregory Wealth Management
California
$5.58M 185,485 -107,234 -37%
IWC
56
Integrated Wealth Concepts
Massachusetts
$5.49M 182,459 -64,328 -26%
KAS
57
Kestra Advisory Services
Texas
$5.48M 182,236 -51,607 -22%
HWMA
58
Heritage Wealth Management (Arizona)
Arizona
$5.39M 179,098 +92,069 +106%
Citadel Advisors
59
Citadel Advisors
Florida
$5.35M 177,997 +69,311 +64%
WP
60
WealthSource Partners
California
$4.88M 162,296 -92,740 -36%
AA
61
Alesco Advisors
New York
$4.84M 161,075 +834 +0.5%
OFG
62
Oxford Financial Group
Indiana
$4.65M 154,503 -9,297 -6%
MCIA
63
Mountain Capital Investment Advisors
Colorado
$4.59M 142,240 -117,029 -45%
LFASL
64
Lugano Financial Advisors SA (LFA)
Switzerland
$4.46M 148,237 -8,681 -6%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$4.39M 145,960 -5,808 -4%
B
66
Bailard
California
$4.34M 144,458 +2,367 +2%
IPW
67
Intergy Private Wealth
Colorado
$4.13M 137,356 +7,252 +6%
WI
68
WrapManager Inc
California
$4.12M 136,855 -11,412 -8%
TAIM
69
TD Ameritrade Investment Management
Nebraska
$4.07M 135,322 -17,016 -11%
SHGA
70
Sand Hill Global Advisors
California
$4.03M 134,090 +42,107 +46%
IDA
71
Intelligence Driven Advisers
California
$3.96M 124,340 +20,173 +19%
RJA
72
Raymond James & Associates
Florida
$3.83M 127,426 -61,084 -32%
CWM
73
Connecticut Wealth Management
Connecticut
$3.54M 117,878 +924 +0.8%
AAS
74
Avantax Advisory Services
Texas
$3.52M 116,970 -167,392 -59%
SXL
75
Summit X LLC
Missouri
$3.48M 107,555 +22,457 +26%
1 2
3
4 5