ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

512 hedge funds and large institutions have $3.03B invested in iShares ESG Aware MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 181 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+13
Holders Change %
+2.61%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
64
Increased
203
Reduced
181
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WL
WIT LLC
District of Columbia
$58.6M
2
Northern Trust
Northern Trust
Illinois
$144M
3
Wells Fargo
Wells Fargo
California
$56M
4
Citadel Advisors
Citadel Advisors
Florida
$12.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$73.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$523M
2
EI
Ellevest Inc
New York
$37.6M
3
Jane Street
Jane Street
New York
$4.35M
4
Wealthfront Advisers
Wealthfront Advisers
California
$84.6M
5
BlackRock
BlackRock
New York
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$1.56M -$48.9K -1,465 -3%
HPFG
127
Hart & Patterson Financial Group
Massachusetts
$1.55M -$7.15K -214 -0.5%
EWA
128
EP Wealth Advisors
California
$1.54M -$968K -28,988 -39%
MGIA
129
Moneta Group Investment Advisors
Missouri
$1.54M -$25.6K -767 -2%
WCM Investment Management
130
WCM Investment Management
California
$1.51M – – –
JFA
131
JNBA Financial Advisors
Minnesota
$1.47M +$26.9K +807 +2%
AWA
132
Alaska Wealth Advisors
Alaska
$1.46M +$4.74K +142 +0.3%
CWM
133
Cabot Wealth Management
Massachusetts
$1.46M -$2.04K -61 -0.1%
3AM
134
3EDGE Asset Management
Florida
$1.44M -$1.65M -49,350 -53%
JFG
135
JMG Financial Group
Illinois
$1.42M -$13.4K -401 -0.9%
SAG
136
SageView Advisory Group
California
$1.41M +$14.1K +423 +1%
BEC
137
Blue Edge Capital
Virginia
$1.37M -$40K -1,198 -3%
ADL
138
Asset Dedication LLC
California
$1.36M -$371K -11,120 -21%
ITB
139
Idaho Trust Bank
Idaho
$1.32M +$104K +3,102 +8%
OFG
140
Omega Financial Group
California
$1.31M +$23.3K +697 +2%
IWC
141
Integrated Wealth Concepts
Massachusetts
$1.31M -$754K -22,595 -37%
HWA
142
Heritage Wealth Advisors
Virginia
$1.29M -$7.45K -223 -0.6%
NCM
143
Neumann Capital Management
California
$1.28M -$36.7K -1,100 -3%
CFG
144
Citizens Financial Group
Rhode Island
$1.26M -$86.5K -2,590 -6%
AWM
145
Axxcess Wealth Management
California
$1.26M +$366K +10,961 +41%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$1.26M -$143K -4,296 -10%
GWS
147
Greykasell Wealth Strategies
California
$1.25M +$1.25M +37,570 New
XPN
148
XY Planning Network
Montana
$1.25M +$1.25M +37,464 New
WP
149
WealthShield Partners
North Carolina
$1.24M -$298K -8,910 -19%
TFCP
150
Twin Focus Capital Partners
Massachusetts
$1.24M -$218K -6,541 -15%
4 5
6
7 8