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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

Holders
492
Holders Change
-10
Holders Change %
-1.99%
% of All Funds
7.85%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
170
Reduced
205
Closed
38
Calls
$6K
Puts
$206K
Net Calls
-$200K
Net Calls Change
+$6K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$460M
2
OMC
2
Old Mission Capital
Illinois
$12.5M
3
Jane Street
3
Jane Street
New York
$6.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11M
5
LPL Financial
5
LPL Financial
California
$66.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$71.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$185M
3
BlackRock
3
BlackRock
New York
$44.4M
4
OWA
4
Octavia Wealth Advisors
Ohio
$447K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAM
101
First Ascent Asset Management
Colorado
$2.34M +$301K +9,941 +15%
MIS
102
Morningstar Investment Services
Illinois
$2.3M +$184K +6,096 +9%
EL
103
EQ LLC
Washington
$2.3M -$204K -6,751 -8%
UCFA
104
United Capital Financial Advisors
Texas
$2.14M +$57.2K +1,888 +3%
OPS
105
Orion Portfolio Solutions
Nebraska
$2.09M -$629K -20,760 -23%
BCI
106
Brinker Capital Investments
Pennsylvania
$2.09M -$629K -20,760 -23%
WP
107
WealthShield Partners
North Carolina
$2.06M +$157K +5,184 +8%
VIA
108
Virtus Investment Advisers
Connecticut
$2.06M -$261K -8,613 -11%
CL
109
Choreo LLC
Illinois
$2.05M +$289K +9,549 +16%
Renaissance Technologies
110
Renaissance Technologies
New York
$2.02M +$1.73M +57,078 +587%
AC
111
Apella Capital
Connecticut
$2.01M +$37K +1,221 +2%
QCG
112
Quadrant Capital Group
Ohio
$1.98M – – –
GC
113
Garde Capital
Washington
$1.93M -$135K -4,470 -7%
RSWM
114
Robertson Stephens Wealth Management
California
$1.92M +$263K +8,678 +16%
WCM Investment Management
115
WCM Investment Management
California
$1.88M – – –
TA
116
Tiedemann Advisors
New York
$1.86M -$2.25M -74,169 -55%
JFA
117
JNBA Financial Advisors
Minnesota
$1.79M -$24.5K -809 -1%
Jones Financial Companies
118
Jones Financial Companies
Missouri
$1.75M -$183K -6,048 -9%
BFG
119
Baron Financial Group
New Jersey
$1.7M +$31.6K +1,045 +2%
Squarepoint
120
Squarepoint
New York
$1.67M +$1.67M +55,033 New
BF
121
BOK Financial
Oklahoma
$1.63M -$112K -3,801 -6%
GRP
122
Global Retirement Partners
California
$1.62M -$28K -944 -2%
Amundi
123
Amundi
France
$1.58M -$122K -4,018 -7%
P
124
Pitcairn
Pennsylvania
$1.58M -$5.94K -196 -0.4%
KAS
125
Kestra Advisory Services
Texas
$1.57M -$1.42M -46,793 -48%
3 4
5
6 7