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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
Goldman Sachs
New York
$163M
3
LPL Financial
LPL Financial
California
$75.5M
4
WL
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
Jane Street
New York
$40.4M
2
OMC
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
126
Asset Dedication LLC
California
$1.66M +$12.4K +395 +0.8%
WF
127
Williams Financial
Vermont
$1.62M +$1.62M +51,413 New
SAG
128
SageView Advisory Group
California
$1.57M -$53.2K -1,691 -3%
BWM
129
Baystate Wealth Management
Massachusetts
$1.53M -$54.7K -1,736 -3%
DL
130
DOHJ LLC
Washington
$1.53M +$543K +17,255 +55%
Citadel Advisors
131
Citadel Advisors
Florida
$1.52M -$4.09M -129,862 -73%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$1.48M -$5.54K -176 -0.4%
CA
133
Cetera Advisors
Colorado
$1.43M +$60.1K +1,908 +4%
HCM
134
Howland Capital Management
Massachusetts
$1.43M +$41.6K +1,320 +3%
OAP
135
One Advisory Partners
Kansas
$1.42M +$705K +22,396 +98%
WP
136
WealthShield Partners
North Carolina
$1.4M +$564K +17,924 +68%
KWM
137
Keebeck Wealth Management
Illinois
$1.39M +$699K +22,211 +101%
EH
138
Equitable Holdings
New York
$1.37M +$55.8K +1,774 +4%
AWM
139
Axxcess Wealth Management
California
$1.37M +$481K +15,273 +54%
HFA
140
High Falls Advisors
New York
$1.37M +$582K +18,496 +74%
KeyBank National Association
141
KeyBank National Association
Ohio
$1.32M +$25.9K +823 +2%
OCM
142
Objective Capital Management
Ohio
$1.31M -$9.92K -315 -0.8%
CWS
143
Cypress Wealth Services
California
$1.31M -$464K -14,729 -26%
PI
144
PFS Investments
Georgia
$1.3M -$776K -24,740 -37%
OFG
145
Omega Financial Group
California
$1.3M -$20.6K -654 -2%
BPA
146
Beacon Pointe Advisors
California
$1.28M +$431K +13,686 +51%
WFAG
147
Wescott Financial Advisory Group
Pennsylvania
$1.25M +$70.9K +2,253 +6%
CG
148
Colony Group
Massachusetts
$1.24M -$1.36M -43,092 -52%
MMA
149
Miracle Mile Advisors
California
$1.21M +$50.5K +1,605 +4%
CFGS
150
Concourse Financial Group Securities
Alabama
$1.18M +$551K +17,492 +87%
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