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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-10
Holders Change %
-1.99%
% of All Funds
7.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
170
Reduced
205
Closed
38
Calls
$6K
Puts
$206K
Net Calls
-$200K
Net Calls Change
+$6K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$460M
2
OMC
Old Mission Capital
Illinois
$12.5M
3
Jane Street
Jane Street
New York
$6.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11M
5
LPL Financial
LPL Financial
California
$66.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$71.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
3
BlackRock
BlackRock
New York
$44.4M
4
OWA
Octavia Wealth Advisors
Ohio
$447K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
151
Objective Capital Management
Ohio
$1.12M -$45.3K -1,495 -4%
NCM
152
Neumann Capital Management
California
$1.12M +$9.39K +310 +0.8%
AF
153
Affiance Financial
Minnesota
$1.12M +$29.7K +982 +3%
MMA
154
Miracle Mile Advisors
California
$1.1M -$35.4K -1,168 -3%
DJSG
155
D.J. St. Germain
Massachusetts
$1.07M +$8.93K +295 +0.8%
AssetMark Inc
156
AssetMark Inc
California
$1.07M -$187K -6,183 -15%
AWA
157
Alaska Wealth Advisors
Alaska
$1.06M +$62.9K +2,076 +6%
BCM
158
Becker Capital Management
Oregon
$1.06M -$1.12M -37,078 -51%
ARIS
159
Advanced Research Investment Solutions
California
$1.06M -$31.4K -1,038 -3%
OWM
160
Orgel Wealth Management
Wisconsin
$1.05M -$1M -33,080 -49%
Truist Financial
161
Truist Financial
North Carolina
$1.04M -$3.85K -127 -0.4%
MFA
162
Morling Financial Advisors
California
$1.03M +$50.2K +1,659 +5%
FFA
163
Farther Finance Advisors
California
$1.03M +$60.9K +2,010 +6%
HWA
164
Heritage Wealth Advisors
Virginia
$1.02M +$310K +10,244 +44%
WA
165
Wealth Architects
California
$1.01M -$1.76K -58 -0.2%
RCG
166
Regatta Capital Group
California
$1.01M -$88K -2,906 -8%
PA
167
Parallel Advisors
California
$1M -$40.2K -1,326 -4%
OWM
168
Opes Wealth Management
California
$988K +$296K +9,780 +43%
MA
169
Mutual Advisors
Nebraska
$979K -$67.3K -2,221 -6%
BBHC
170
Brown Brothers Harriman & Co
New York
$974K – – –
HTC
171
Haverford Trust Company
Pennsylvania
$974K – – –
RW
172
REDW Wealth
New Mexico
$960K +$2.18K +72 +0.2%
CFGS
173
Concourse Financial Group Securities
Alabama
$940K +$12.3K +406 +1%
BEC
174
Blue Edge Capital
Virginia
$935K -$135K -4,448 -13%
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$934K -$436K -14,402 -32%
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