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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
2
Goldman Sachs
New York
$163M
3
LPL Financial
3
LPL Financial
California
$75.5M
4
WL
4
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
1
Jane Street
New York
$40.4M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
4
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Connecticut Wealth Management
Connecticut
$3.8M +$84.8K +2,695 +2%
RJA
77
Raymond James & Associates
Florida
$3.78M -$231K -7,323 -6%
LWP
78
Laurel Wealth Planning
Minnesota
$3.75M +$1.43M +45,267 +61%
ASN
79
Advisory Services Network
Georgia
$3.73M +$1.39M +44,139 +59%
PFM
80
Parsec Financial Management
North Carolina
$3.71M +$184K +5,855 +5%
IDA
81
Intelligence Driven Advisers
California
$3.53M -$356K -11,386 -9%
IWC
82
Integrated Wealth Concepts
Massachusetts
$3.35M -$2.4M -76,102 -42%
SPIA
83
Steward Partners Investment Advisory
New York
$3.17M +$1.28M +40,770 +68%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$3.1M +$449K +14,266 +17%
OWA
85
One Wealth Advisors
California
$3.06M +$916K +29,090 +43%
NA
86
Nottingham Advisors
New York
$3M +$165K +5,233 +6%
Franklin Resources
87
Franklin Resources
California
$2.93M -$7.18M -227,927 -71%
Mariner
88
Mariner
Kansas
$2.92M +$70.1K +2,227 +2%
JFG
89
JMG Financial Group
Illinois
$2.85M -$53.7K -1,707 -2%
TWM
90
Tradition Wealth Management
Minnesota
$2.85M -$4.04M -50,992 -59%
CFG
91
Citizens Financial Group
Rhode Island
$2.82M +$13.5K +428 +0.5%
Stifel Financial
92
Stifel Financial
Missouri
$2.81M +$965K +30,667 +52%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$2.8M -$719K -22,837 -20%
EL
94
EQ LLC
Washington
$2.73M -$68.8K -2,185 -2%
TF
95
Tompkins Financial
New York
$2.71M -$180K -5,718 -6%
SC
96
Savant Capital
Illinois
$2.67M +$427K +13,568 +19%
LSAG
97
Lake Street Advisors Group
New Hampshire
$2.59M +$154K +4,883 +6%
Cerity Partners
98
Cerity Partners
New York
$2.57M +$207K +6,574 +9%
Schroder Investment Management Group
99
Schroder Investment Management Group
United Kingdom
$2.49M +$1.21M +38,316 +94%
BCI
100
Brinker Capital Investments
Pennsylvania
$2.45M +$1.6M +50,955 +191%
2 3
4
5 6