ESGE icon

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 %
Principal Financial Group
76
Principal Financial Group
Iowa
$3.25M – – –
WP
77
WealthSource Partners
California
$3.21M -$2.28M -71,149 -42%
SC
78
Savant Capital
Illinois
$3.11M -$247K -7,697 -7%
FAAM
79
First Ascent Asset Management
Colorado
$3.08M +$603K +18,808 +24%
NA
80
Nottingham Advisors
New York
$2.86M -$195K -6,075 -6%
DAS
81
Dynamic Advisor Solutions
Arizona
$2.83M +$144K +4,587 +5%
NA
82
NewEdge Advisors
Louisiana
$2.79M -$3.3M -105,254 -54%
SPIA
83
Steward Partners Investment Advisory
New York
$2.76M +$138K +4,309 +5%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$2.74M -$172K -5,376 -6%
TF
85
Tompkins Financial
New York
$2.71M +$16K +499 +0.6%
Comerica Bank
86
Comerica Bank
Texas
$2.62M -$212K -6,600 -7%
CAN
87
Cetera Advisor Networks
California
$2.53M -$3.18M -99,209 -56%
ASN
88
Advisory Services Network
Georgia
$2.52M -$440K -13,730 -15%
QC
89
Quent Capital
New York
$2.5M -$109K -3,402 -4%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$2.47M -$773K -24,104 -24%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$2.44M -$450K -14,050 -16%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$2.4M -$4.64M -144,775 -66%
AG
93
AlTi Global
New York
$2.32M +$2.32M +72,353 New
Cerity Partners
94
Cerity Partners
New York
$2.3M +$1.7M +52,908 +283%
Citadel Advisors
95
Citadel Advisors
Florida
$2.28M -$7.5M -233,856 -77%
EL
96
EQ LLC
Washington
$2.28M -$154K -4,812 -6%
RSWM
97
Robertson Stephens Wealth Management
California
$2.15M +$115K +3,599 +6%
Renaissance Technologies
98
Renaissance Technologies
New York
$2.03M -$112K -3,500 -5%
QCG
99
Quadrant Capital Group
Ohio
$2.03M -$74.7K -2,330 -4%
AF
100
Allworth Financial
California
$1.99M +$339K +10,579 +21%
2 3
4
5 6