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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

502 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI EM ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 217 increasing their positions, 181 reducing their positions, and 41 closing their positions.

Holders
502
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
217
Reduced
181
Closed
41
Calls
–
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$458K

Top Buyers

1
BlackRock
1
BlackRock
New York
$68.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$160M
3
Citadel Advisors
3
Citadel Advisors
Florida
$11.7M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$60.7M
5
LGWM
5
Litman Gregory Wealth Management
California
$5.23M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$252M
3
Goldman Sachs
3
Goldman Sachs
New York
$137M
4
SWG
4
Summit Wealth Group
Vermont
$457K
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$3.59M 113,391 -38,539 -25%
TAIM
77
TD Ameritrade Investment Management
Nebraska
$3.5M 110,751 -11,215 -9%
Mariner
78
Mariner
Kansas
$3.5M 110,632 +17,902 +19%
IWC
79
Integrated Wealth Concepts
Massachusetts
$3.36M 106,077 -280 -0.3%
LSAG
80
Lake Street Advisors Group
New Hampshire
$3.34M 105,523 +23,400 +28%
ASN
81
Advisory Services Network
Georgia
$3.29M 104,040 -14,431 -12%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$3.27M 104,184 -19,266 -16%
Franklin Resources
83
Franklin Resources
California
$3.17M 100,141 +6,990 +8%
AWS
84
Atria Wealth Solutions
New York
$3.15M 99,704 -27,342 -22%
KAS
85
Kestra Advisory Services
Texas
$3.12M 98,503 -42,431 -30%
TWM
86
Tradition Wealth Management
Minnesota
$3.02M 34,697 -1,259 -4%
NA
87
Nottingham Advisors
New York
$2.98M 94,138 -1,189 -1%
SC
88
Savant Capital
Illinois
$2.88M 91,008 +6,204 +7%
CFG
89
Citizens Financial Group
Rhode Island
$2.86M 90,435 +986 +1%
BCI
90
Brinker Capital Investments
Pennsylvania
$2.84M 89,807 +12,107 +16%
OPS
91
Orion Portfolio Solutions
Nebraska
$2.84M 89,807 +12,107 +16%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$2.84M 89,926 +991 +1%
OWA
93
One Wealth Advisors
California
$2.77M 87,607 -9,603 -10%
Stifel Financial
94
Stifel Financial
Missouri
$2.76M 87,253 -2,022 -2%
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$2.73M 86,437 -12,063 -12%
TF
96
Tompkins Financial
New York
$2.68M 84,785 -1,302 -2%
DAS
97
Dynamic Advisor Solutions
Arizona
$2.66M 84,118 +24,566 +41%
EL
98
EQ LLC
Washington
$2.61M 82,575 -4,125 -5%
Cerity Partners
99
Cerity Partners
New York
$2.56M 80,925 -646 -0.8%
Schroder Investment Management Group
100
Schroder Investment Management Group
United Kingdom
$2.5M 79,184 – –
2 3
4
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