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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

557 hedge funds and large institutions have $3.34B invested in iShares ESG Aware MSCI EM ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 199 increasing their positions, 244 reducing their positions, and 67 closing their positions.

Holders
557
Holders Change
-11
Holders Change %
-1.94%
% of All Funds
9.42%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.15%
New
62
Increased
199
Reduced
244
Closed
67
Calls
–
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$543K

Top Buyers

1
Jane Street
1
Jane Street
New York
$277M
2
TF
2
TIAA FSB
Florida
$141M
3
EI
3
Ellevest Inc
New York
$38.4M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$52.2M
5
OMC
5
Old Mission Capital
Illinois
$22.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$316M
2
LPL Financial
2
LPL Financial
California
$69.5M
3
PP
3
Prudential plc
United Kingdom
$0
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$19.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$159M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
101
Atria Investments
North Carolina
$2.87M 88,896 -274,325 -76%
HCM
102
Howland Capital Management
Massachusetts
$2.87M 88,867 +4,070 +5%
UCFA
103
United Capital Financial Advisors
Texas
$2.81M 86,980 +5,153 +6%
SC
104
Savant Capital
Illinois
$2.76M 85,355 +33,026 +63%
SPIA
105
Steward Partners Investment Advisory
New York
$2.74M 84,840 -44,904 -35%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$2.73M 84,361 -729,615 -90%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$2.72M 84,201 -811,055 -91%
TF
108
Tompkins Financial
New York
$2.67M 82,621 +1,437 +2%
HWMA
109
Heritage Wealth Management (Arizona)
Arizona
$2.67M 82,512 +103 +0.1%
CWS
110
Cypress Wealth Services
California
$2.64M 81,638 -45,794 -36%
PFM
111
Parsec Financial Management
North Carolina
$2.57M 79,552 +3,970 +5%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$2.5M 77,312 +74,415 +2,569%
LNC
113
Lincoln National Corp
Pennsylvania
$2.49M 76,922 +25,570 +50%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$2.46M 76,086 -37,692 -33%
VHAM
115
Van Hulzen Asset Management
California
$2.46M 75,969 -77,055 -50%
Franklin Resources
116
Franklin Resources
California
$2.45M 75,852 -5,280 -7%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$2.33M 70,793 +33,809 +91%
DAS
118
Dynamic Advisor Solutions
Arizona
$2.25M 69,677 +8,882 +15%
BFA
119
BMS Financial Advisors
South Dakota
$2.24M 56,241 -10,190 -15%
GRP
120
Global Retirement Partners
California
$2.22M 68,840 -335 -0.5%
JPMPWA
121
J.P. Morgan Private Wealth Advisors
California
$2.19M 67,823 +5,019 +8%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$2.09M 64,792 -4,895 -7%
IA
123
IFP Advisors
Florida
$2.08M 55,998 – –
WP
124
WealthShield Partners
North Carolina
$2.06M 63,801 -36,954 -37%
MIS
125
Morningstar Investment Services
Illinois
$2.04M 62,693 +2,270 +4%
3 4
5
6 7