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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

493 hedge funds and large institutions have $3.16B invested in iShares ESG Aware MSCI EM ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 175 increasing their positions, 207 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-19
Holders Change %
-3.71%
% of All Funds
6.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
38
Increased
175
Reduced
207
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$209M
2
Goldman Sachs
2
Goldman Sachs
New York
$102M
3
Ameriprise
3
Ameriprise
Minnesota
$57.8M
4
WANY
4
Wealthspire Advisors (New York)
New York
$16.3M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$21.4M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$170M
2
Betterment LLC
2
Betterment LLC
New York
$104M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.29M
5
EI
5
Ellevest Inc
New York
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$3.18M +$74.2K +2,123 +2%
LGWM
77
Litman Gregory Wealth Management
California
$3.08M +$142K +4,056 +5%
SC
78
Savant Capital
Illinois
$3.06M -$27.3K -782 -0.9%
Comerica Bank
79
Comerica Bank
Texas
$2.87M -$99.8K -2,855 -3%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$2.82M +$523K +14,939 +23%
NA
81
NewEdge Advisors
Louisiana
$2.75M +$101K +2,888 +4%
Principal Financial Group
82
Principal Financial Group
Iowa
$2.68M -$802K -22,953 -23%
SPIA
83
Steward Partners Investment Advisory
New York
$2.67M -$255K -7,284 -9%
KOC
84
Koss-Olinger Consulting
Florida
$2.65M +$16.5K +473 +0.6%
AF
85
Allworth Financial
California
$2.62M +$50.2K +1,440 +2%
SAM
86
Synergy Asset Management
Washington
$2.56M +$2.55M +72,871 +26,595%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$2.5M -$590K -16,714 -19%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$2.48M -$61.2K -1,750 -2%
CWM
89
Connecticut Wealth Management
Connecticut
$2.45M +$252K +7,206 +11%
RSWM
90
Robertson Stephens Wealth Management
California
$2.43M +$228K +6,515 +10%
Truist Financial
91
Truist Financial
North Carolina
$2.43M +$1.32M +37,695 +119%
ASN
92
Advisory Services Network
Georgia
$2.42M +$30.5K +873 +1%
AssetMark Inc
93
AssetMark Inc
California
$2.42M +$15K +430 +0.6%
Cerity Partners
94
Cerity Partners
New York
$2.38M -$223K -6,380 -9%
AC
95
Apella Capital
Connecticut
$2.27M -$51.9K -1,571 -2%
QCG
96
Quadrant Capital Group
Ohio
$2.2M – – –
Stifel Financial
97
Stifel Financial
Missouri
$2.2M -$123K -3,528 -5%
AG
98
AlTi Global
New York
$2.19M +$73.7K +2,110 +3%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$2.11M -$5.28K -151 -0.2%
P
100
&Partners
Tennessee
$2.05M +$158K +4,453 +8%
2 3
4
5 6