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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

502 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI EM ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 217 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
217
Reduced
181
Closed
41
Calls
–
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$458K

Top Buyers

1
BlackRock
BlackRock
New York
$68.7M
2
Morgan Stanley
Morgan Stanley
New York
$160M
3
Citadel Advisors
Citadel Advisors
Florida
$11.7M
4
Wealthfront Advisers
Wealthfront Advisers
California
$60.7M
5
LGWM
Litman Gregory Wealth Management
California
$5.23M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$252M
3
Goldman Sachs
Goldman Sachs
New York
$137M
4
SWG
Summit Wealth Group
Vermont
$457K
5
M1FG
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
126
Baron Financial Group
New Jersey
$1.74M +$3.95K +125 +0.2%
RSWM
127
Robertson Stephens Wealth Management
California
$1.73M +$926K +29,285 +115%
ADL
128
Asset Dedication LLC
California
$1.67M +$3.44K +109 +0.2%
P
129
Pitcairn
Pennsylvania
$1.66M -$14.4K -454 -0.9%
DL
130
DOHJ LLC
Washington
$1.62M +$85.3K +2,696 +6%
ITB
131
Idaho Trust Bank
Idaho
$1.56M +$1.56M +49,446 New
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$1.56M +$71.5K +2,262 +5%
HCM
133
Howland Capital Management
Massachusetts
$1.53M +$99.3K +3,139 +7%
BWM
134
Baystate Wealth Management
Massachusetts
$1.52M -$15.1K -478 -1%
SAG
135
SageView Advisory Group
California
$1.51M -$68K -2,151 -4%
HI
136
Harbour Investments
Wisconsin
$1.44M +$362K +11,460 +34%
JFG
137
JMG Financial Group
Illinois
$1.44M -$1.43M -45,153 -50%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$1.43M -$379K -11,977 -21%
EH
139
Equitable Holdings
New York
$1.36M -$14K -443 -1%
OFG
140
Omega Financial Group
California
$1.36M +$57.7K +1,825 +4%
WFAG
141
Wescott Financial Advisory Group
Pennsylvania
$1.32M +$61.8K +1,955 +5%
AssetMark Inc
142
AssetMark Inc
California
$1.31M +$130K +4,111 +11%
Bank of New York Mellon
143
Bank of New York Mellon
New York
$1.28M +$111K +3,523 +10%
CA
144
Cetera Advisors
Colorado
$1.27M -$165K -5,219 -12%
AWM
145
Axxcess Wealth Management
California
$1.26M -$115K -3,650 -8%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$1.22M +$124K +3,930 +11%
OCM
147
Objective Capital Management
Ohio
$1.21M -$101K -3,206 -8%
CG
148
Colony Group
Massachusetts
$1.21M -$35.4K -1,120 -3%
KeyBank National Association
149
KeyBank National Association
Ohio
$1.2M -$134K -4,223 -10%
WF
150
Williams Financial
Vermont
$1.2M -$431K -13,631 -27%
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