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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

493 hedge funds and large institutions have $3.16B invested in iShares ESG Aware MSCI EM ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 175 increasing their positions, 207 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-19
Holders Change %
-3.71%
% of All Funds
6.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
38
Increased
175
Reduced
207
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$209M
2
Goldman Sachs
Goldman Sachs
New York
$102M
3
Ameriprise
Ameriprise
Minnesota
$57.8M
4
WANY
Wealthspire Advisors (New York)
New York
$16.3M
5
Corient Private Wealth
Corient Private Wealth
Florida
$21.4M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$170M
2
Betterment LLC
Betterment LLC
New York
$104M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.6M
4
Citadel Advisors
Citadel Advisors
Florida
$4.29M
5
EI
Ellevest Inc
New York
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
126
Perigon Wealth Management
California
$1.57M -$675K -19,314 -30%
OFG
127
Omega Financial Group
California
$1.51M +$137K +3,915 +10%
AWA
128
Alaska Wealth Advisors
Alaska
$1.5M -$33.1K -948 -2%
NA
129
Nottingham Advisors
New York
$1.46M -$569K -16,281 -28%
JFA
130
JNBA Financial Advisors
Minnesota
$1.44M -$98.8K -2,826 -6%
HWA
131
Heritage Wealth Advisors
Virginia
$1.37M +$23.5K +671 +2%
GWS
132
Greykasell Wealth Strategies
California
$1.33M +$20.1K +576 +2%
EWA
133
EP Wealth Advisors
California
$1.33M -$281K -8,038 -17%
JFG
134
JMG Financial Group
Illinois
$1.32M -$162K -4,643 -11%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$1.31M +$1.21M +34,585 +1,153%
CFG
136
Citizens Financial Group
Rhode Island
$1.3M -$15.5K -443 -1%
Amundi
137
Amundi
France
$1.3M +$157K +4,569 +14%
NCM
138
Neumann Capital Management
California
$1.3M -$41.9K -1,200 -3%
WP
139
WealthShield Partners
North Carolina
$1.27M -$24.5K -702 -2%
FPAS
140
Focus Partners Advisor Solutions
Missouri
$1.27M +$465K +13,302 +58%
BCI
141
Brinker Capital Investments
Pennsylvania
$1.26M +$24.6K +705 +2%
OPS
142
Orion Portfolio Solutions
Nebraska
$1.26M +$24.6K +705 +2%
XPN
143
XY Planning Network
Montana
$1.26M -$46.1K -1,319 -4%
3AM
144
3EDGE Asset Management
Florida
$1.25M -$253K -7,237 -17%
HHGA
145
Halbert Hargrove Global Advisors
California
$1.23M +$18.4K +527 +2%
WA
146
Wealth Architects
California
$1.22M +$12.6K +360 +1%
IFWM
147
Institute for Wealth Management
Colorado
$1.21M -$14.2K -407 -1%
TFCP
148
Twin Focus Capital Partners
Massachusetts
$1.2M -$90.2K -2,582 -7%
IWM
149
Integris Wealth Management
California
$1.2M +$54.3K +1,555 +5%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$1.18M -$130K -3,714 -10%
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