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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

499 hedge funds and large institutions have $3.31B invested in iShares ESG Aware MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 174 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
191
Reduced
174
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$640M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.9M
3
Jane Street
Jane Street
New York
$24.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$224M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$69.3M

Top Sellers

1
WL
WIT LLC
District of Columbia
$61.4M
2
Goldman Sachs
Goldman Sachs
New York
$91.4M
3
BlackRock
BlackRock
New York
$43.1M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$3.6M
5
Northern Trust
Northern Trust
Illinois
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPFG
126
Hart & Patterson Financial Group
Massachusetts
$1.7M +$137K +3,771 +9%
WP
127
WealthShield Partners
North Carolina
$1.67M -$27.5K -756 -2%
WCM Investment Management
128
WCM Investment Management
California
$1.67M -$719K -19,427 -30%
AllianceBernstein
129
AllianceBernstein
Tennessee
$1.67M +$1.13K +31 +0.1%
CWM
130
Cabot Wealth Management
Massachusetts
$1.6M +$176K +4,821 +12%
AWA
131
Alaska Wealth Advisors
Alaska
$1.59M +$75.7K +2,078 +5%
TFCP
132
Twin Focus Capital Partners
Massachusetts
$1.59M -$619 -17 -0%
JFA
133
JNBA Financial Advisors
Minnesota
$1.58M -$1.01M -27,627 -39%
BRIA
134
Balanced Rock Investment Advisors
Massachusetts
$1.57M +$21.6K +593 +1%
JFG
135
JMG Financial Group
Illinois
$1.56M +$7.97K +219 +0.5%
BEC
136
Blue Edge Capital
Virginia
$1.53M -$63.6K -1,748 -4%
SAG
137
SageView Advisory Group
California
$1.53M -$97.6K -2,680 -6%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$1.53M +$41.6K +1,143 +3%
DJSG
139
D.J. St. Germain
Massachusetts
$1.48M -$38.2K -1,048 -3%
CFG
140
Citizens Financial Group
Rhode Island
$1.47M +$10K +275 +0.7%
NCM
141
Neumann Capital Management
California
$1.44M – – –
HWA
142
Heritage Wealth Advisors
Virginia
$1.41M -$7.03K -193 -0.5%
EW
143
Evoke Wealth
California
$1.41M +$618K +16,965 +78%
OFG
144
Omega Financial Group
California
$1.4M -$32.3K -886 -2%
KAS
145
Kestra Advisory Services
Texas
$1.39M -$225K -6,180 -14%
EH
146
Equitable Holdings
New York
$1.35M -$18.1K -497 -1%
ITB
147
Idaho Trust Bank
Idaho
$1.33M – – –
WA
148
Wealth Architects
California
$1.31M – – –
IWM
149
Integris Wealth Management
California
$1.25M -$6.95K -191 -0.6%
HGWM
150
Horst & Graben Wealth Management
Oregon
$1.24M +$21.2K +583 +2%
4 5
6
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