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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

509 hedge funds and large institutions have $2.8B invested in iShares ESG Aware MSCI EM ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 192 reducing their positions, and 49 closing their positions.

Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
74
Increased
182
Reduced
192
Closed
49
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$272M
2
Jane Street
2
Jane Street
New York
$32.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$93.1M
4
BlackRock
4
BlackRock
New York
$58.4M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$74.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$83.9M
2
LPL Financial
2
LPL Financial
California
$31.3M
3
EI
3
Ellevest Inc
New York
$22M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$17M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
51
Park Avenue Securities
New York
$6.14M -$11.9M -372,455 -66%
SWM
52
SigFig Wealth Management
California
$6.09M +$896K +27,959 +17%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$5.81M +$186K +5,799 +3%
AA
54
Alesco Advisors
New York
$5.34M -$9.14K -285 -0.2%
LGWM
55
Litman Gregory Wealth Management
California
$5.33M +$136K +4,250 +3%
PCA
56
Pallas Capital Advisors
Massachusetts
$5.08M +$5.08M +158,513 New
OFG
57
Oxford Financial Group
Indiana
$5.07M +$34.5K +1,075 +0.7%
MIS
58
Morningstar Investment Services
Illinois
$4.89M +$2.45M +76,496 +101%
IPW
59
Intergy Private Wealth
Colorado
$4.71M +$256K +7,984 +6%
SHGA
60
Sand Hill Global Advisors
California
$4.68M +$66.3K +2,067 +1%
MWM
61
Modera Wealth Management
New Jersey
$4.51M +$310K +9,654 +7%
B
62
Bailard
California
$4.36M -$855K -26,665 -16%
Mariner
63
Mariner
Kansas
$4.34M +$532K +16,605 +14%
WI
64
WrapManager Inc
California
$4.31M -$483K -15,066 -10%
LWP
65
Laurel Wealth Planning
Minnesota
$4.3M +$40.5K +1,263 +0.9%
MG
66
Mather Group
Illinois
$4.27M +$1.35M +42,204 +46%
RJA
67
Raymond James & Associates
Florida
$4.13M +$117K +3,652 +3%
VHAM
68
Van Hulzen Asset Management
California
$3.92M -$304K -9,478 -7%
CWM
69
Connecticut Wealth Management
Connecticut
$3.85M -$181K -5,633 -4%
LSAG
70
Lake Street Advisors Group
New Hampshire
$3.78M +$396K +12,347 +12%
DL
71
DOHJ LLC
Washington
$3.57M +$2.13M +66,301 +147%
AAS
72
Avantax Advisory Services
Texas
$3.31M -$1.12M -34,923 -25%
Citigroup
73
Citigroup
New York
$3.3M -$67.2K -2,097 -2%
DWS
74
Dynamic Wealth Strategies
California
$3.27M +$3.27M +102,147 New
DI
75
DAGCO Inc
Ohio
$3.27M +$3.27M +102,147 New
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