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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
Goldman Sachs
New York
$163M
3
LPL Financial
LPL Financial
California
$75.5M
4
WL
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
Jane Street
New York
$40.4M
2
OMC
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
Parallel Advisors
California
$1.18M +$769K +24,414 +189%
AssetMark Inc
152
AssetMark Inc
California
$1.18M +$112K +3,544 +10%
MBT
153
Montecito Bank & Trust
California
$1.17M +$210K +6,662 +22%
VIA
154
Virtus Investment Advisers
Connecticut
$1.16M – – –
Bank of New York Mellon
155
Bank of New York Mellon
New York
$1.16M +$418K +13,264 +56%
GCP
156
GSA Capital Partners
United Kingdom
$1.16M +$1.16M +36,789 New
WA
157
Wealth Alliance
New York
$1.16M +$605K +19,206 +109%
NCM
158
Neumann Capital Management
California
$1.14M +$22K +700 +2%
Citigroup
159
Citigroup
New York
$1.14M +$82.6K +2,623 +8%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$1.14M +$1.07M +33,883 +1,746%
ARIS
161
Advanced Research Investment Solutions
California
$1.13M -$94.2K -2,993 -8%
AF
162
Affiance Financial
Minnesota
$1.1M +$402K +12,782 +58%
IWM
163
Integris Wealth Management
California
$1.09M +$53.2K +1,691 +5%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$1.09M -$61.4K -1,951 -5%
Deutsche Bank
165
Deutsche Bank
Germany
$1.08M +$25.2K +800 +2%
HI
166
Harbour Investments
Wisconsin
$1.08M +$216K +6,860 +25%
WA
167
Wealth Architects
California
$1.07M -$12.5K -396 -1%
FHA
168
First Horizon Advisors
Tennessee
$1.04M +$380K +12,083 +57%
Truist Financial
169
Truist Financial
North Carolina
$1.04M -$178K -5,668 -15%
HGWM
170
Horst & Graben Wealth Management
Oregon
$1.04M +$53.7K +1,704 +5%
AWA
171
Alaska Wealth Advisors
Alaska
$1.01M +$44.4K +1,409 +5%
BBHC
172
Brown Brothers Harriman & Co
New York
$1.01M – – –
MFA
173
Morling Financial Advisors
California
$1M +$9.92K +315 +1%
BEC
174
Blue Edge Capital
Virginia
$991K +$141K +4,483 +17%
KCM
175
KM Capital Management
Texas
$985K +$17.2K +546 +2%
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