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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

499 hedge funds and large institutions have $3.31B invested in iShares ESG Aware MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 174 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
191
Reduced
174
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$640M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.9M
3
Jane Street
3
Jane Street
New York
$24.3M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$224M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$69.3M

Top Sellers

1
WL
1
WIT LLC
District of Columbia
$61.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$91.4M
3
BlackRock
3
BlackRock
New York
$43.1M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.6M
5
Northern Trust
5
Northern Trust
Illinois
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
101
AlTi Global
New York
$2.26M – – –
OIA
102
OneDigital Investment Advisors
Kansas
$2.25M -$237K -6,509 -10%
IWC
103
Integrated Wealth Concepts
Massachusetts
$2.25M +$368K +10,105 +20%
YIH
104
Y-Intercept (HK)
Hong Kong
$2.19M +$1.47M +40,264 +202%
BPA
105
Beacon Pointe Advisors
California
$2.19M +$55.5K +1,525 +3%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$2.18M +$39.2K +1,060 +2%
NA
107
NewEdge Advisors
Louisiana
$2.13M +$39K +1,072 +2%
BF
108
BOK Financial
Oklahoma
$2.12M -$45.4K -1,229 -2%
EL
109
EQ LLC
Washington
$2.07M -$160K -4,403 -7%
ASN
110
Advisory Services Network
Georgia
$2.04M – – –
UCFA
111
United Capital Financial Advisors
Texas
$2.02M -$101K -2,763 -5%
OWA
112
One Wealth Advisors
California
$2.01M -$50.9K -1,399 -2%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$1.92M -$25K -687 -1%
PWM
114
Perigon Wealth Management
California
$1.9M +$414K +11,367 +28%
ADL
115
Asset Dedication LLC
California
$1.89M +$22.8K +625 +1%
HI
116
Harbour Investments
Wisconsin
$1.88M +$106K +2,923 +6%
WFAG
117
Wescott Financial Advisory Group
Pennsylvania
$1.86M -$6.12K -168 -0.3%
KeyBank National Association
118
KeyBank National Association
Ohio
$1.83M +$109K +2,985 +6%
AF
119
Affiance Financial
Minnesota
$1.82M +$49.3K +1,353 +3%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$1.8M -$57.5K -1,578 -3%
BMC
121
Bear Mountain Capital
Washington
$1.76M +$29.5K +822 +2%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$1.76M -$312K -8,557 -15%
BFG
123
Baron Financial Group
New Jersey
$1.74M -$38K -1,045 -2%
P
124
Pitcairn
Pennsylvania
$1.71M -$2.33K -64 -0.1%
MGIA
125
Moneta Group Investment Advisors
Missouri
$1.7M +$33.4K +916 +2%
3 4
5
6 7