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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

509 hedge funds and large institutions have $2.8B invested in iShares ESG Aware MSCI EM ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 192 reducing their positions, and 49 closing their positions.

Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
74
Increased
182
Reduced
192
Closed
49
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$272M
2
Jane Street
2
Jane Street
New York
$32.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$93.1M
4
BlackRock
4
BlackRock
New York
$58.4M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$74.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$83.9M
2
LPL Financial
2
LPL Financial
California
$31.3M
3
EI
3
Ellevest Inc
New York
$22M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$17M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$1.97M -$569K -17,763 -22%
CL
102
Choreo LLC
Illinois
$1.97M -$207K -6,463 -10%
AC
103
Apella Capital
Connecticut
$1.96M -$118K -3,773 -6%
IWC
104
Integrated Wealth Concepts
Massachusetts
$1.95M -$1.23M -38,454 -39%
JFA
105
JNBA Financial Advisors
Minnesota
$1.94M +$42.8K +1,336 +2%
AWM
106
Axxcess Wealth Management
California
$1.94M +$643K +20,042 +50%
TWM
107
Tradition Wealth Management
Minnesota
$1.87M +$128K +1,495 +7%
Amundi
108
Amundi
France
$1.82M +$200K +6,451 +12%
Jones Financial Companies
109
Jones Financial Companies
Missouri
$1.82M -$38K -1,185 -2%
BFG
110
Baron Financial Group
New Jersey
$1.81M +$18.4K +575 +1%
BSW
111
Buckingham Strategic Wealth
Missouri
$1.81M +$577K +17,998 +47%
BF
112
BOK Financial
Oklahoma
$1.79M +$13K +407 +0.7%
BPA
113
Beacon Pointe Advisors
California
$1.77M +$237K +7,403 +15%
UCFA
114
United Capital Financial Advisors
Texas
$1.74M -$520K -16,232 -23%
SAG
115
SageView Advisory Group
California
$1.67M +$213K +6,955 +15%
TFCP
116
Twin Focus Capital Partners
Massachusetts
$1.66M -$4.28M -133,588 -72%
BWM
117
Baystate Wealth Management
Massachusetts
$1.65M +$72.4K +2,258 +5%
ADL
118
Asset Dedication LLC
California
$1.63M -$18.6K -581 -1%
GRP
119
Global Retirement Partners
California
$1.62M -$43.7K -1,436 -3%
KeyBank National Association
120
KeyBank National Association
Ohio
$1.6M +$89.9K +2,804 +6%
KAS
121
Kestra Advisory Services
Texas
$1.59M -$70.1K -2,187 -4%
KOC
122
Koss-Olinger Consulting
Florida
$1.58M +$1.58M +49,368 New
Stifel Financial
123
Stifel Financial
Missouri
$1.58M -$1.53M -47,652 -49%
JFG
124
JMG Financial Group
Illinois
$1.57M +$49.7K +1,551 +3%
HI
125
Harbour Investments
Wisconsin
$1.55M +$29.8K +929 +2%
3 4
5
6 7