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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

493 hedge funds and large institutions have $3.16B invested in iShares ESG Aware MSCI EM ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 175 increasing their positions, 207 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-19
Holders Change %
-3.71%
% of All Funds
6.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
38
Increased
175
Reduced
207
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$209M
2
Goldman Sachs
Goldman Sachs
New York
$102M
3
Ameriprise
Ameriprise
Minnesota
$57.8M
4
WANY
Wealthspire Advisors (New York)
New York
$16.3M
5
Corient Private Wealth
Corient Private Wealth
Florida
$21.4M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$170M
2
Betterment LLC
Betterment LLC
New York
$104M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.6M
4
Citadel Advisors
Citadel Advisors
Florida
$4.29M
5
EI
Ellevest Inc
New York
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
151
Horst & Graben Wealth Management
Oregon
$1.18M -$78.7K -2,251 -6%
MW
152
Maia Wealth
Colorado
$1.14M -$53.1K -1,573 -4%
HTC
153
Haverford Trust Company
Pennsylvania
$1.13M -$110K -3,150 -9%
WB
154
WesBanco Bank
West Virginia
$1.13M +$2.8K +80 +0.2%
SOWAS
155
Silver Oak Wealth Advisors Services
California
$1.12M – – –
EH
156
Equitable Holdings
New York
$1.12M -$49.6K -1,420 -4%
AWM
157
Axxcess Wealth Management
California
$1.1M -$221K -6,316 -17%
WC
158
Weil Company
California
$1.09M +$125K +3,590 +13%
BCM
159
Brookstone Capital Management
Illinois
$1.09M +$6.08K +174 +0.6%
IWC
160
Integrated Wealth Concepts
Massachusetts
$1.08M -$289K -8,273 -21%
Franklin Resources
161
Franklin Resources
California
$1.06M +$234K +6,690 +28%
CW
162
CreativeOne Wealth
Kansas
$1.06M -$22.9K -654 -2%
MCWS
163
McKinley Carter Wealth Services
West Virginia
$1.06M +$142K +4,074 +16%
CNBT
164
Canandaigua National Bank & Trust
New York
$1.05M +$315 +9 +0%
SCA
165
STALEY CAPITAL ADVISERS
Pennsylvania
$1.05M – – –
ISFAN
166
Investor's Fiduciary Advisor Network
Washington
$1.02M +$40.1K +1,147 +4%
SHJ
167
Sharkey, Howes & Javer
Colorado
$1M -$72K -2,060 -7%
Natixis Advisors
168
Natixis Advisors
Massachusetts
$997K +$51.3K +1,468 +5%
BRIA
169
Balanced Rock Investment Advisors
Massachusetts
$993K +$23.7K +677 +2%
CB
170
Centennial Bank
Arkansas
$981K +$11.4K +325 +1%
PIA
171
Perennial Investment Advisors
California
$972K +$297K +8,490 +44%
TC
172
TownSquare Capital
Utah
$952K -$81.5K -2,332 -8%
ADL
173
Asset Dedication LLC
California
$939K -$489K -13,994 -34%
RFA
174
RTD Financial Advisors
Pennsylvania
$918K +$7.65K +219 +0.8%
TC
175
Trust Company
Kansas
$918K -$50.7K -1,452 -5%
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7
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