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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-10
Holders Change %
-1.99%
% of All Funds
7.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
170
Reduced
205
Closed
38
Calls
$6K
Puts
$206K
Net Calls
-$200K
Net Calls Change
+$6K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$460M
2
OMC
Old Mission Capital
Illinois
$12.5M
3
Jane Street
Jane Street
New York
$6.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11M
5
LPL Financial
LPL Financial
California
$66.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$71.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
3
BlackRock
BlackRock
New York
$44.4M
4
OWA
Octavia Wealth Advisors
Ohio
$447K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
126
Asset Dedication LLC
California
$1.56M -$37K -1,221 -2%
AF
127
Allworth Financial
California
$1.56M -$558K -18,442 -26%
TWM
128
Tradition Wealth Management
Minnesota
$1.56M -$1.1M -14,352 -41%
HCM
129
Howland Capital Management
Massachusetts
$1.52M +$57.4K +1,897 +4%
ITB
130
Idaho Trust Bank
Idaho
$1.5M – – –
BWM
131
Baystate Wealth Management
Massachusetts
$1.49M +$31.2K +1,030 +2%
BPA
132
Beacon Pointe Advisors
California
$1.45M +$381K +12,574 +36%
JFG
133
JMG Financial Group
Illinois
$1.44M +$58.8K +1,941 +4%
SAG
134
SageView Advisory Group
California
$1.44M -$11K -363 -0.8%
HI
135
Harbour Investments
Wisconsin
$1.43M +$50.3K +1,660 +4%
KeyBank National Association
136
KeyBank National Association
Ohio
$1.43M +$285K +9,405 +25%
FGAM
137
Financial Gravity Asset Management
Texas
$1.38M +$1.29M +26,768 +1,393%
DL
138
DOHJ LLC
Washington
$1.36M -$183K -6,075 -12%
PWM
139
Perigon Wealth Management
California
$1.32M -$360K -11,875 -21%
WFAG
140
Wescott Financial Advisory Group
Pennsylvania
$1.32M +$60.2K +1,989 +5%
KWM
141
Keebeck Wealth Management
Illinois
$1.24M +$221K +7,310 +22%
AWM
142
Axxcess Wealth Management
California
$1.22M +$14.6K +482 +1%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$1.19M -$176K -5,809 -13%
WF
144
Williams Financial
Vermont
$1.18M +$37.2K +1,229 +3%
OFG
145
Omega Financial Group
California
$1.18M -$126K -4,177 -10%
BSW
146
Buckingham Strategic Wealth
Missouri
$1.17M +$355K +11,731 +44%
IWM
147
Integris Wealth Management
California
$1.16M +$86.4K +2,855 +8%
CG
148
Colony Group
Massachusetts
$1.16M – – –
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$1.14M -$22.8K -752 -2%
CA
150
Cetera Advisors
Colorado
$1.13M -$85.4K -2,820 -7%
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