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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
7.16%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
207
Reduced
165
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$177M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$114M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$193M
4
BlackRock
4
BlackRock
New York
$44.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$105M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$91.4K
3
Citadel Advisors
3
Citadel Advisors
Florida
$632K
4
OMC
4
Old Mission Capital
Illinois
$0
5
Bank of America
5
Bank of America
North Carolina
$533M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
101
AssetMark Inc
California
$2M +$512K +15,271 +34%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$1.97M +$188K +5,612 +11%
BF
103
BOK Financial
Oklahoma
$1.96M +$1.27K +38 +0.1%
BPA
104
Beacon Pointe Advisors
California
$1.96M -$110K -3,276 -5%
UCFA
105
United Capital Financial Advisors
Texas
$1.96M +$492K +14,681 +34%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$1.94M +$46.5K +1,386 +2%
NA
107
NewEdge Advisors
Louisiana
$1.92M +$222K +6,613 +13%
Stifel Financial
108
Stifel Financial
Missouri
$1.91M -$3.92K -117 -0.2%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$1.91M +$1.45M +43,106 +314%
OWA
110
One Wealth Advisors
California
$1.89M +$580K +17,387 +44%
SA
111
Sanctuary Advisors
Indiana
$1.82M +$1.82M +56,515 New
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$1.79M +$468K +13,967 +36%
IWC
113
Integrated Wealth Concepts
Massachusetts
$1.73M +$25.1K +748 +1%
ADL
114
Asset Dedication LLC
California
$1.72M +$9.56K +285 +0.6%
WFAG
115
Wescott Financial Advisory Group
Pennsylvania
$1.72M +$109K +3,263 +7%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$1.71M +$35.4K +1,055 +2%
BMC
117
Bear Mountain Capital
Washington
$1.69M +$62.4K +1,775 +4%
BFG
118
Baron Financial Group
New Jersey
$1.64M -$139K -4,145 -8%
HI
119
Harbour Investments
Wisconsin
$1.63M +$75.5K +2,251 +5%
AF
120
Affiance Financial
Minnesota
$1.63M +$196K +5,858 +14%
KeyBank National Association
121
KeyBank National Association
Ohio
$1.58M +$127K +3,774 +9%
P
122
Pitcairn
Pennsylvania
$1.58M -$17.3K -515 -1%
WP
123
WealthShield Partners
North Carolina
$1.57M +$30.2K +902 +2%
BCM
124
Becker Capital Management
Oregon
$1.56M -$10.1K -300 -0.6%
MGIA
125
Moneta Group Investment Advisors
Missouri
$1.54M +$338K +10,083 +28%
3 4
5
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