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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

518 hedge funds and large institutions have $3.28B invested in iShares ESG Aware MSCI EM ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 216 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-13
Holders Change %
-2.45%
% of All Funds
8.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
80
Increased
167
Reduced
216
Closed
80
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
+$238K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$46.3M
2
OMC
2
Old Mission Capital
Illinois
$36.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$27.3M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$48.4M
5
Betterment LLC
5
Betterment LLC
New York
$71.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$87.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$169M
3
AWA
3
Arete Wealth Advisors
Illinois
$622M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$280K
5
Morgan Stanley
5
Morgan Stanley
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAM
126
First Ascent Asset Management
Colorado
$1.65M +$57.3K +1,904 +4%
BFG
127
Baron Financial Group
New Jersey
$1.61M +$15.9K +530 +1%
MG
128
Mather Group
Illinois
$1.6M +$273K +9,095 +21%
Amundi
129
Amundi
France
$1.58M +$110K +3,382 +7%
ADL
130
Asset Dedication LLC
California
$1.57M +$657K +21,884 +72%
NA
131
NewEdge Advisors
Louisiana
$1.56M -$2.61M -185,489 -63%
GRP
132
Global Retirement Partners
California
$1.56M -$391K -13,018 -20%
SAG
133
SageView Advisory Group
California
$1.55M +$1.55M +51,618 New
JFA
134
JNBA Financial Advisors
Minnesota
$1.55M +$77.3K +2,572 +5%
P
135
Pitcairn
Pennsylvania
$1.53M +$49.6K +1,648 +3%
BWM
136
Baystate Wealth Management
Massachusetts
$1.52M +$162K +5,402 +12%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$1.45M -$644K -21,417 -31%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$1.42M -$4.73M -157,175 -77%
QCG
139
Quadrant Capital Group
Ohio
$1.41M +$71.9K +2,390 +5%
LNC
140
Lincoln National Corp
Pennsylvania
$1.41M -$352K -11,713 -20%
FFN
141
Focus Financial Network
Minnesota
$1.37M -$133K -4,437 -9%
HCM
142
Howland Capital Management
Massachusetts
$1.32M -$1.17M -38,750 -47%
CA
143
Cetera Advisors
Colorado
$1.31M +$524K +17,426 +67%
TWP
144
TFO Wealth Partners
Ohio
$1.29M +$1.24M +26,552 +2,362%
OCM
145
Objective Capital Management
Ohio
$1.26M -$30.3K -1,006 -2%
WFAG
146
Worth Financial Advisory Group
North Carolina
$1.26M +$1.26M +41,852 New
OFG
147
Omega Financial Group
California
$1.26M +$740K +24,603 +143%
EH
148
Equitable Holdings
New York
$1.26M -$300K -9,970 -19%
SCA
149
Snowden Capital Advisors
New York
$1.24M -$1.26M -41,871 -50%
KeyBank National Association
150
KeyBank National Association
Ohio
$1.24M -$381K -12,654 -23%
4 5
6
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