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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

518 hedge funds and large institutions have $3.28B invested in iShares ESG Aware MSCI EM ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 216 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-13
Holders Change %
-2.45%
% of All Funds
8.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
80
Increased
167
Reduced
216
Closed
80
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
+$238K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.3M
2
OMC
Old Mission Capital
Illinois
$36.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.3M
4
Wealthfront Advisers
Wealthfront Advisers
California
$48.4M
5
Betterment LLC
Betterment LLC
New York
$71.2M

Top Sellers

1
Jane Street
Jane Street
New York
$87.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$169M
3
AWA
Arete Wealth Advisors
Illinois
$622M
4
CIAS
CFS Investment Advisory Services
New Jersey
$280K
5
Morgan Stanley
Morgan Stanley
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
176
Physician Wealth Advisors
Utah
$939K -$342K -10,170 -27%
HGWM
177
Horst & Graben Wealth Management
Oregon
$937K -$68.8K -2,290 -7%
AWA
178
Alaska Wealth Advisors
Alaska
$927K +$49.7K +1,654 +6%
BCM
179
Brookstone Capital Management
Illinois
$927K -$343K -10,783 -27%
KCM
180
KM Capital Management
Texas
$924K +$924K +30,735 New
MBT
181
Montecito Bank & Trust
California
$917K -$9.59K -319 -1%
SB
182
Strategic Blueprint
Georgia
$883K -$870K -28,916 -50%
HTC
183
Haverford Trust Company
Pennsylvania
$869K – – –
BRWA
184
B. Riley Wealth Advisors
Florida
$852K -$631K -20,975 -43%
AWM
185
Axxcess Wealth Management
California
$850K +$5.47K +182 +0.6%
FC
186
Fulcrum Capital
Washington
$847K -$5.32M -176,771 -86%
TC
187
Trust Company
Kansas
$836K +$67.1K +2,233 +9%
BF
188
Brooklyn FI
New York
$825K -$10.6M -28,322 -93%
HI
189
Harbour Investments
Wisconsin
$822K -$192K -6,371 -19%
VCM
190
Vision Capital Management
Oregon
$817K +$172K +5,724 +27%
RCG
191
Regatta Capital Group
California
$816K +$30.3K +1,008 +4%
AWM
192
Apollon Wealth Management
South Carolina
$815K +$589K +19,572 +260%
BEC
193
Blue Edge Capital
Virginia
$812K -$16.4K -545 -2%
BPA
194
Beacon Pointe Advisors
California
$808K +$89.4K +2,974 +12%
RSWM
195
Robertson Stephens Wealth Management
California
$806K +$340K +11,308 +73%
BCI
196
Brinker Capital Investments
Pennsylvania
$804K -$246K -8,191 -23%
ASFA
197
All Season Financial Advisors
Colorado
$800K +$800K +26,608 New
CW
198
CreativeOne Wealth
Kansas
$800K -$280K -9,322 -26%
HHGA
199
Halbert Hargrove Global Advisors
California
$796K +$9.5K +316 +1%
WP
200
WealthShield Partners
North Carolina
$794K -$1.04M -34,476 -57%
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