ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

502 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI EM ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 217 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
217
Reduced
181
Closed
41
Calls
–
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$458K

Top Buyers

1
BlackRock
BlackRock
New York
$68.7M
2
Morgan Stanley
Morgan Stanley
New York
$160M
3
Citadel Advisors
Citadel Advisors
Florida
$11.7M
4
Wealthfront Advisers
Wealthfront Advisers
California
$60.7M
5
LGWM
Litman Gregory Wealth Management
California
$5.23M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$252M
3
Goldman Sachs
Goldman Sachs
New York
$137M
4
SWG
Summit Wealth Group
Vermont
$457K
5
M1FG
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
151
Miracle Mile Advisors
California
$1.19M -$24.8K -784 -2%
NCM
152
Neumann Capital Management
California
$1.16M +$9.49K +300 +0.8%
RCG
153
Regatta Capital Group
California
$1.14M +$285K +9,015 +33%
ARIS
154
Advanced Research Investment Solutions
California
$1.14M -$1.93K -61 -0.2%
AF
155
Affiance Financial
Minnesota
$1.13M +$32K +1,012 +3%
IWM
156
Integris Wealth Management
California
$1.12M +$30.6K +966 +3%
Citigroup
157
Citigroup
New York
$1.12M -$22.6K -715 -2%
BPA
158
Beacon Pointe Advisors
California
$1.12M -$164K -5,186 -13%
BEC
159
Blue Edge Capital
Virginia
$1.12M +$122K +3,848 +12%
IDA
160
Intelligence Driven Advisers
California
$1.11M -$2.41M -77,373 -68%
DJSG
161
D.J. St. Germain
Massachusetts
$1.11M +$1.11M +35,036 New
MA
162
Mutual Advisors
Nebraska
$1.09M +$138K +4,377 +15%
Truist Financial
163
Truist Financial
North Carolina
$1.09M +$43.6K +1,379 +4%
PA
164
Parallel Advisors
California
$1.09M -$93K -2,941 -8%
CWS
165
Cypress Wealth Services
California
$1.07M -$295K -8,973 -22%
KWM
166
Keebeck Wealth Management
Illinois
$1.07M -$332K -10,495 -24%
WA
167
Wealth Architects
California
$1.06M -$14.5K -458 -1%
AWA
168
Alaska Wealth Advisors
Alaska
$1.04M +$25K +791 +2%
MFA
169
Morling Financial Advisors
California
$1.03M +$17.8K +564 +2%
HGWM
170
Horst & Graben Wealth Management
Oregon
$1.02M -$17K -537 -2%
BBHC
171
Brown Brothers Harriman & Co
New York
$1.02M – – –
HTC
172
Haverford Trust Company
Pennsylvania
$1.02M +$105K +3,335 +12%
FFA
173
Farther Finance Advisors
California
$1.01M +$86.6K +2,739 +9%
RW
174
REDW Wealth
New Mexico
$1M +$78.9K +2,496 +9%
HFA
175
High Falls Advisors
New York
$977K -$398K -12,583 -29%
5 6
7
8 9