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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

502 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI EM ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 217 increasing their positions, 181 reducing their positions, and 41 closing their positions.

Holders
502
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
217
Reduced
181
Closed
41
Calls
–
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$458K

Top Buyers

1
BlackRock
1
BlackRock
New York
$68.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$160M
3
Citadel Advisors
3
Citadel Advisors
Florida
$11.7M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$60.7M
5
LGWM
5
Litman Gregory Wealth Management
California
$5.23M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$252M
3
Goldman Sachs
3
Goldman Sachs
New York
$137M
4
SWG
4
Summit Wealth Group
Vermont
$457K
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
101
Affinity Capital Advisors
California
$2.5M +$296K +9,365 +13%
VIA
102
Virtus Investment Advisers
Connecticut
$2.42M +$1.25M +39,600 +107%
BCM
103
Becker Capital Management
Oregon
$2.28M +$75.4K +2,383 +3%
Principal Financial Group
104
Principal Financial Group
Iowa
$2.26M – – –
AF
105
Allworth Financial
California
$2.21M +$214K +6,777 +11%
MIS
106
Morningstar Investment Services
Illinois
$2.2M +$92.5K +2,944 +4%
UCFA
107
United Capital Financial Advisors
Texas
$2.17M -$49.4K -1,563 -2%
SPIA
108
Steward Partners Investment Advisory
New York
$2.16M -$1.02M -32,247 -32%
GC
109
Garde Capital
Washington
$2.15M +$65.1K +2,057 +3%
MG
110
Mather Group
Illinois
$2.15M +$395K +12,485 +23%
OWM
111
Orgel Wealth Management
Wisconsin
$2.14M +$20K +632 +0.9%
FAAM
112
First Ascent Asset Management
Colorado
$2.12M +$285K +9,023 +16%
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$2.07M +$2.07M +45,262 New
QCG
114
Quadrant Capital Group
Ohio
$2.07M – – –
AC
115
Apella Capital
Connecticut
$2.06M +$2.06M +65,119 New
PI
116
PFS Investments
Georgia
$2.03M +$718K +22,685 +55%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$2.02M -$326K -10,296 -14%
WP
118
WealthShield Partners
North Carolina
$1.98M +$582K +18,404 +42%
WCM Investment Management
119
WCM Investment Management
California
$1.96M +$293K +9,250 +18%
JFA
120
JNBA Financial Advisors
Minnesota
$1.9M +$102K +3,226 +6%
BF
121
BOK Financial
Oklahoma
$1.87M -$321K -10,163 -15%
CL
122
Choreo LLC
Illinois
$1.84M -$29.7K -939 -2%
Amundi
123
Amundi
France
$1.8M -$13.9K -436 -0.8%
GRP
124
Global Retirement Partners
California
$1.76M -$7.43K -235 -0.4%
PWM
125
Perigon Wealth Management
California
$1.75M -$19.3K -610 -1%
3 4
5
6 7