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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
7.16%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
207
Reduced
165
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$177M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$114M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$193M
4
BlackRock
BlackRock
New York
$44.1M
5
Goldman Sachs
Goldman Sachs
New York
$105M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$91.4K
3
Citadel Advisors
Citadel Advisors
Florida
$632K
4
OMC
Old Mission Capital
Illinois
$0
5
Bank of America
Bank of America
North Carolina
$533M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
151
Horst & Graben Wealth Management
Oregon
$1.12M +$326K +9,730 +41%
SDWMA
152
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.12M – – –
RW
153
REDW Wealth
New Mexico
$1.1M +$201 +6 +0%
HTC
154
Haverford Trust Company
Pennsylvania
$1.09M +$15.9K +475 +1%
Amundi
155
Amundi
France
$1.07M +$188K +5,511 +21%
MW
156
Maia Wealth
Colorado
$1.07M +$1.07M +30,721 New
MA
157
Mutual Advisors
Nebraska
$1.04M +$41.6K +1,250 +4%
BCI
158
Brinker Capital Investments
Pennsylvania
$1.03M +$2.11K +63 +0.2%
OPS
159
Orion Portfolio Solutions
Nebraska
$1.03M +$2.11K +63 +0.2%
BCM
160
Brookstone Capital Management
Illinois
$1.03M +$8.14K +237 +0.8%
SHJ
161
Sharkey, Howes & Javer
Colorado
$1.03M +$317K +9,469 +45%
OWM
162
Opes Wealth Management
California
$1.02M -$46.6K -1,390 -4%
GC
163
Grimes & Company
Massachusetts
$1.01M +$282K +8,421 +39%
SCA
164
STALEY CAPITAL ADVISERS
Pennsylvania
$1.01M – – –
RJA
165
Raymond James & Associates
Florida
$986K -$3.46M -103,214 -78%
IFWM
166
Institute for Wealth Management
Colorado
$980K -$11.3K -338 -1%
Prudential Financial
167
Prudential Financial
New Jersey
$957K +$214K +6,374 +29%
PSA
168
Plum Street Advisors
Louisiana
$956K -$2.01K -60 -0.2%
HCM
169
Howland Capital Management
Massachusetts
$947K -$171K -5,085 -15%
KF
170
Krilogy Financial
Missouri
$932K -$138K -4,105 -13%
TC
171
Trust Company
Kansas
$928K -$32.4K -967 -3%
PA
172
Parallel Advisors
California
$910K +$35.7K +1,065 +4%
CB
173
Centennial Bank
Arkansas
$890K +$5.03K +150 +0.6%
FPAS
174
Focus Partners Advisor Solutions
Missouri
$882K +$46K +1,373 +6%
CAM
175
Cresset Asset Management
Illinois
$882K +$67 +2 +0%
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7
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