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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

518 hedge funds and large institutions have $3.28B invested in iShares ESG Aware MSCI EM ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 216 reducing their positions, and 80 closing their positions.

Holders
518
Holders Change
-13
Holders Change %
-2.45%
% of All Funds
8.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
80
Increased
167
Reduced
216
Closed
80
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
+$238K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$46.3M
2
OMC
2
Old Mission Capital
Illinois
$36.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$27.3M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$48.4M
5
Betterment LLC
5
Betterment LLC
New York
$71.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$87.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$169M
3
AWA
3
Arete Wealth Advisors
Illinois
$622M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$280K
5
Morgan Stanley
5
Morgan Stanley
New York
$123M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
101
Jones Financial Companies
Missouri
$2.25M 74,840 +7,210 +11%
ASN
102
Advisory Services Network
Georgia
$2.24M 74,332 -7,822 -10%
LWP
103
Laurel Wealth Planning
Minnesota
$2.22M 73,937 +8,424 +13%
BFA
104
BMS Financial Advisors
South Dakota
$2.15M 54,066 +54,066 New
UCFA
105
United Capital Financial Advisors
Texas
$2.12M 70,392 -8,221 -10%
SC
106
Savant Capital
Illinois
$2.11M 71,236 -15,422 -18%
MIS
107
Morningstar Investment Services
Illinois
$2.06M 66,186 +1,481 +2%
DAS
108
Dynamic Advisor Solutions
Arizona
$2.06M 68,486 +1,749 +3%
OWA
109
One Wealth Advisors
California
$2.05M 68,120 -7,591 -10%
ACA
110
Affinity Capital Advisors
California
$2.04M 68,001 +2,375 +4%
VHAM
111
Van Hulzen Asset Management
California
$2.01M 66,929 -2,552 -4%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$2.01M 66,762 -545,138 -89%
OWM
113
Orgel Wealth Management
Wisconsin
$1.99M 66,308 +34,775 +110%
PI
114
PFS Investments
Georgia
$1.99M 66,267 +30,637 +86%
PG
115
Prostatis Group
Maryland
$1.98M 65,848 +65,848 New
GC
116
Garde Capital
Washington
$1.88M 62,517 -3,511 -5%
PWM
117
Perigon Wealth Management
California
$1.87M 62,296 -2,126 -3%
BF
118
BOK Financial
Oklahoma
$1.86M 61,762 +12,572 +26%
IWA
119
Icon Wealth Advisors
Texas
$1.81M 60,338 -33,362 -36%
SPIA
120
Steward Partners Investment Advisory
New York
$1.8M 59,870 -9,397 -14%
AC
121
Apella Capital
Connecticut
$1.79M 59,478 +10,566 +22%
BWP
122
BSW Wealth Partners
Colorado
$1.78M 59,087 +59,087 New
Stifel Financial
123
Stifel Financial
Missouri
$1.76M 58,608 -43,445 -43%
BTI
124
Blue Trust Inc
Georgia
$1.7M 61,337 -14,014 -19%
CWS
125
Cypress Wealth Services
California
$1.69M 56,248 -8,698 -13%
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5
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