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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
7.16%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
207
Reduced
165
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$177M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$114M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$193M
4
BlackRock
BlackRock
New York
$44.1M
5
Goldman Sachs
Goldman Sachs
New York
$105M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$91.4K
3
Citadel Advisors
Citadel Advisors
Florida
$632K
4
OMC
Old Mission Capital
Illinois
$0
5
Bank of America
Bank of America
North Carolina
$533M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
126
AllianceBernstein
Tennessee
$1.53M +$290K +8,651 +23%
SAG
127
SageView Advisory Group
California
$1.5M +$1.34M +39,830 +831%
KAS
128
Kestra Advisory Services
Texas
$1.49M -$57.3K -1,709 -4%
BEC
129
Blue Edge Capital
Virginia
$1.47M +$11.5K +344 +0.8%
GCP
130
GSA Capital Partners
United Kingdom
$1.47M +$1.47M +43,870 New
TFCP
131
Twin Focus Capital Partners
Massachusetts
$1.46M -$18.4K -550 -1%
HPFG
132
Hart & Patterson Financial Group
Massachusetts
$1.44M +$61.4K +1,832 +4%
JFG
133
JMG Financial Group
Illinois
$1.43M +$436 +13 +0%
BRIA
134
Balanced Rock Investment Advisors
Massachusetts
$1.43M -$9.22K -275 -0.6%
DJSG
135
D.J. St. Germain
Massachusetts
$1.4M +$134K +3,993 +11%
AWA
136
Alaska Wealth Advisors
Alaska
$1.4M -$51.5K -1,536 -4%
VHAM
137
Van Hulzen Asset Management
California
$1.37M -$2.8M -83,455 -67%
PWM
138
Perigon Wealth Management
California
$1.37M +$462K +13,787 +51%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$1.37M +$29.2K +872 +2%
CFG
140
Citizens Financial Group
Rhode Island
$1.34M -$9.36K -279 -0.7%
OFG
141
Omega Financial Group
California
$1.32M +$50.4K +1,503 +4%
NCM
142
Neumann Capital Management
California
$1.32M -$16.8K -500 -1%
HWA
143
Heritage Wealth Advisors
Virginia
$1.31M +$26.8K +798 +2%
CWM
144
Cabot Wealth Management
Massachusetts
$1.31M +$273K +8,136 +26%
Focus Partners Wealth
145
Focus Partners Wealth
Massachusetts
$1.3M +$5.93K +177 +0.5%
EH
146
Equitable Holdings
New York
$1.26M +$325K +9,681 +35%
ITB
147
Idaho Trust Bank
Idaho
$1.23M +$1.23M +36,546 New
WA
148
Wealth Architects
California
$1.21M +$78.4K +2,338 +7%
HHGA
149
Halbert Hargrove Global Advisors
California
$1.18M -$6.77K -202 -0.6%
IWM
150
Integris Wealth Management
California
$1.15M +$17.1K +510 +2%
4 5
6
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