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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

518 hedge funds and large institutions have $3.28B invested in iShares ESG Aware MSCI EM ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 216 reducing their positions, and 80 closing their positions.

Holders
518
Holders Change
-13
Holders Change %
-2.45%
% of All Funds
8.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
80
Increased
167
Reduced
216
Closed
80
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
+$238K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$46.3M
2
OMC
2
Old Mission Capital
Illinois
$36.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$27.3M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$48.4M
5
Betterment LLC
5
Betterment LLC
New York
$71.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$87.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$169M
3
AWA
3
Arete Wealth Advisors
Illinois
$622M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$280K
5
Morgan Stanley
5
Morgan Stanley
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
151
Schroder Investment Management Group
United Kingdom
$1.23M – – –
ARIS
152
Advanced Research Investment Solutions
California
$1.17M +$555K +18,452 +90%
Truist Financial
153
Truist Financial
North Carolina
$1.17M -$3.06M -101,703 -72%
MHR
154
Matthew Hamilton Rosenberg
$1.15M -$170K -5,665 -13%
WFAG
155
Wescott Financial Advisory Group
Pennsylvania
$1.12M +$17K +564 +2%
AF
156
Allworth Financial
California
$1.12M +$138K +4,587 +14%
AL
157
Aspiriant LLC
California
$1.11M -$1.24M -41,089 -53%
SCA
158
STALEY CAPITAL ADVISERS
Pennsylvania
$1.11M – – –
VIA
159
Virtus Investment Advisers
Connecticut
$1.11M – – –
MMA
160
Miracle Mile Advisors
California
$1.1M +$518K +17,216 +88%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$1.1M +$168K +5,611 +18%
HPC
162
Hobart Private Capital
North Carolina
$1.08M +$19.2K +639 +2%
T
163
TNF
Montana
$1.08M -$283K -8,788 -21%
NCM
164
Neumann Capital Management
California
$1.07M +$127K +4,220 +13%
WA
165
Wealth Architects
California
$1.03M +$738K +24,535 +249%
AssetMark Inc
166
AssetMark Inc
California
$1.02M +$86.9K +2,889 +9%
SHJ
167
Sharkey, Howes & Javer
Colorado
$1.01M +$50.5K +1,678 +5%
Deutsche Bank
168
Deutsche Bank
Germany
$1.01M -$76.6K -2,546 -7%
Citigroup
169
Citigroup
New York
$1.01M -$93K -3,093 -8%
WAS
170
Wealth Advisory Solutions
Indiana
$1M – – –
IWM
171
Integris Wealth Management
California
$989K +$989K +32,886 New
BBHC
172
Brown Brothers Harriman & Co
New York
$968K – – –
IA
173
IFP Advisors
Florida
$965K -$1.19M -32,348 -55%
MFA
174
Morling Financial Advisors
California
$950K +$55.7K +1,851 +6%
DL
175
DOHJ LLC
Washington
$942K -$75K -2,495 -7%
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7
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