ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
2
Goldman Sachs
New York
$163M
3
LPL Financial
3
LPL Financial
California
$75.5M
4
WL
4
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
1
Jane Street
New York
$40.4M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
4
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
101
Orion Portfolio Solutions
Nebraska
$2.45M +$1.73M +54,892 +241%
Jones Financial Companies
102
Jones Financial Companies
Missouri
$2.33M -$21.3K -676 -0.9%
Principal Financial Group
103
Principal Financial Group
Iowa
$2.25M +$2.25M +71,532 New
UCFA
104
United Capital Financial Advisors
Texas
$2.21M -$5.1K -162 -0.2%
BCM
105
Becker Capital Management
Oregon
$2.19M +$2.19M +69,626 New
ACA
106
Affinity Capital Advisors
California
$2.19M +$47.8K +1,519 +2%
BF
107
BOK Financial
Oklahoma
$2.18M +$240K +7,625 +12%
OWM
108
Orgel Wealth Management
Wisconsin
$2.11M +$22.1K +702 +1%
MIS
109
Morningstar Investment Services
Illinois
$2.11M +$23K +730 +1%
GC
110
Garde Capital
Washington
$2.08M +$110K +3,500 +6%
QCG
111
Quadrant Capital Group
Ohio
$2.06M +$583K +18,509 +39%
AF
112
Allworth Financial
California
$1.99M +$818K +25,972 +70%
AT
113
American Trust
Kentucky
$1.93M +$1.93M +62,330 New
DAS
114
Dynamic Advisor Solutions
Arizona
$1.87M -$281K -8,934 -13%
CL
115
Choreo LLC
Illinois
$1.86M +$1.86M +59,211 New
FAAM
116
First Ascent Asset Management
Colorado
$1.83M +$108K +3,419 +6%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$1.8M +$278K +8,818 +18%
JFA
118
JNBA Financial Advisors
Minnesota
$1.79M +$166K +5,286 +10%
Amundi
119
Amundi
France
$1.77M +$257K +8,240 +17%
PWM
120
Perigon Wealth Management
California
$1.77M -$195K -6,210 -10%
MG
121
Mather Group
Illinois
$1.74M +$71.4K +2,268 +4%
BFG
122
Baron Financial Group
New Jersey
$1.73M +$43K +1,367 +3%
GRP
123
Global Retirement Partners
California
$1.71M +$121K +3,950 +8%
P
124
Pitcairn
Pennsylvania
$1.66M +$55.2K +1,753 +3%
WCM Investment Management
125
WCM Investment Management
California
$1.66M -$1.49M -47,262 -47%
3 4
5
6 7