ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
Goldman Sachs
New York
$163M
3
LPL Financial
LPL Financial
California
$75.5M
4
WL
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
Jane Street
New York
$40.4M
2
OMC
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
AE Wealth Management
Kansas
$980K +$168K +5,321 +21%
SHJ
177
Sharkey, Howes & Javer
Colorado
$960K -$100K -3,176 -9%
MA
178
Mutual Advisors
Nebraska
$950K +$512K +16,279 +117%
VFIC
179
Valley Forge Investment Consultants
Pennsylvania
$946K +$946K +30,056 New
SCA
180
STALEY CAPITAL ADVISERS
Pennsylvania
$944K -$220K -7,000 -19%
HF
181
HRT Financial
New York
$939K +$939K +29,839 New
FFA
182
Farther Finance Advisors
California
$921K +$162K +5,145 +21%
RW
183
REDW Wealth
New Mexico
$918K +$173K +5,486 +23%
AR
184
Apeiron RIA
Texas
$913K +$913K +29,007 New
HHGA
185
Halbert Hargrove Global Advisors
California
$909K +$75.6K +2,402 +9%
HTC
186
Haverford Trust Company
Pennsylvania
$908K -$1.54K -49 -0.2%
T
187
TNF
Montana
$901K -$139K -4,478 -13%
RF
188
RHS Financial
California
$898K +$241K +7,641 +37%
PWA
189
Physician Wealth Advisors
Utah
$881K +$2.45K +78 +0.3%
BCM
190
Brookstone Capital Management
Illinois
$880K -$45.2K -1,422 -5%
FFN
191
Focus Financial Network
Minnesota
$873K -$566K -17,980 -39%
DI
192
DFPG Investments
Utah
$863K +$863K +27,420 New
LNC
193
Lincoln National Corp
Pennsylvania
$856K -$622K -19,763 -42%
BWP
194
BSW Wealth Partners
Colorado
$853K -$1.01M -32,001 -54%
RCG
195
Regatta Capital Group
California
$816K – – –
TC
196
Trust Company
Kansas
$815K -$60.4K -1,918 -7%
CW
197
CreativeOne Wealth
Kansas
$808K -$29.1K -925 -3%
SDWMA
198
Schneider Downs Wealth Management Advisors
Pennsylvania
$806K +$175K +5,561 +28%
AWM
199
Apollon Wealth Management
South Carolina
$800K -$53.2K -1,690 -6%
RSWM
200
Robertson Stephens Wealth Management
California
$799K -$45K -1,428 -5%
6 7
8
9 10