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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

512 hedge funds and large institutions have $3.03B invested in iShares ESG Aware MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 181 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+13
Holders Change %
+2.61%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
64
Increased
203
Reduced
181
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WL
WIT LLC
District of Columbia
$58.6M
2
Northern Trust
Northern Trust
Illinois
$144M
3
Wells Fargo
Wells Fargo
California
$56M
4
Citadel Advisors
Citadel Advisors
Florida
$12.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$73.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$523M
2
EI
Ellevest Inc
New York
$37.6M
3
Jane Street
Jane Street
New York
$4.35M
4
Wealthfront Advisers
Wealthfront Advisers
California
$84.6M
5
BlackRock
BlackRock
New York
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
151
Krilogy Financial
Missouri
$1.22M +$394K +11,800 +48%
HGWM
152
Horst & Graben Wealth Management
Oregon
$1.2M +$67.2K +2,014 +6%
MW
153
Maia Wealth
Colorado
$1.2M +$77.7K +2,303 +7%
HTC
154
Haverford Trust Company
Pennsylvania
$1.19M +$91K +2,725 +8%
BCI
155
Brinker Capital Investments
Pennsylvania
$1.18M +$48.1K +1,440 +4%
OPS
156
Orion Portfolio Solutions
Nebraska
$1.18M +$48.1K +1,440 +4%
IFWM
157
Institute for Wealth Management
Colorado
$1.17M +$107K +3,204 +10%
WA
158
Wealth Architects
California
$1.16M -$47.7K -1,429 -4%
HHGA
159
Halbert Hargrove Global Advisors
California
$1.15M +$17.9K +535 +2%
EH
160
Equitable Holdings
New York
$1.12M -$121K -3,619 -10%
Amundi
161
Amundi
France
$1.11M – – –
IWM
162
Integris Wealth Management
California
$1.09M -$51.6K -1,544 -5%
WB
163
WesBanco Bank
West Virginia
$1.08M +$26.4K +790 +3%
SOWAS
164
Silver Oak Wealth Advisors Services
California
$1.07M +$1.07M +32,086 New
Truist Financial
165
Truist Financial
North Carolina
$1.06M +$441K +13,211 +71%
KAS
166
Kestra Advisory Services
Texas
$1.04M -$233K -6,982 -18%
GC
167
Grimes & Company
Massachusetts
$1.04M +$6.71K +201 +0.6%
CW
168
CreativeOne Wealth
Kansas
$1.04M +$22.9K +687 +2%
BCM
169
Brookstone Capital Management
Illinois
$1.03M -$6.91K -207 -0.7%
SHJ
170
Sharkey, Howes & Javer
Colorado
$1.03M +$23.7K +709 +2%
PSA
171
Plum Street Advisors
Louisiana
$1.03M +$71.3K +2,134 +7%
CNBT
172
Canandaigua National Bank & Trust
New York
$1.01M -$32.2K -965 -3%
OWM
173
Opes Wealth Management
California
$1M -$17.9K -535 -2%
SCA
174
STALEY CAPITAL ADVISERS
Pennsylvania
$1M – – –
TC
175
TownSquare Capital
Utah
$988K +$206K +6,158 +26%
5 6
7
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