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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

502 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI EM ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 217 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
217
Reduced
181
Closed
41
Calls
–
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$458K

Top Buyers

1
BlackRock
BlackRock
New York
$68.7M
2
Morgan Stanley
Morgan Stanley
New York
$160M
3
Citadel Advisors
Citadel Advisors
Florida
$11.7M
4
Wealthfront Advisers
Wealthfront Advisers
California
$60.7M
5
LGWM
Litman Gregory Wealth Management
California
$5.23M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$252M
3
Goldman Sachs
Goldman Sachs
New York
$137M
4
SWG
Summit Wealth Group
Vermont
$457K
5
M1FG
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
176
Sharkey, Howes & Javer
Colorado
$974K +$9.43K +298 +1%
CFGS
177
Concourse Financial Group Securities
Alabama
$969K -$220K -6,964 -19%
SDWMA
178
Schneider Downs Wealth Management Advisors
Pennsylvania
$965K +$155K +4,905 +19%
OAP
179
One Advisory Partners
Kansas
$964K -$466K -14,718 -33%
AWM
180
AE Wealth Management
Kansas
$958K -$26.6K -841 -3%
VFIC
181
Valley Forge Investment Consultants
Pennsylvania
$951K – – –
SCA
182
STALEY CAPITAL ADVISERS
Pennsylvania
$949K – – –
T
183
TNF
Montana
$926K +$9.62K +304 +1%
HHGA
184
Halbert Hargrove Global Advisors
California
$923K +$10.3K +326 +1%
PWA
185
Physician Wealth Advisors
Utah
$920K +$23.2K +724 +3%
BCM
186
Brookstone Capital Management
Illinois
$889K +$17.3K +550 +2%
FFN
187
Focus Financial Network
Minnesota
$883K +$5.38K +170 +0.6%
BRWA
188
B. Riley Wealth Advisors
Florida
$851K +$71.2K +2,250 +9%
BSW
189
Buckingham Strategic Wealth
Missouri
$846K +$76.2K +2,408 +10%
FHA
190
First Horizon Advisors
Tennessee
$846K -$202K -6,372 -19%
RF
191
RHS Financial
California
$846K -$57K -1,803 -6%
DI
192
DFPG Investments
Utah
$839K -$54.5K -1,673 -6%
RZH
193
Relyea Zuckerberg Hanson
Connecticut
$826K +$122K +3,862 +17%
CW
194
CreativeOne Wealth
Kansas
$812K -$348 -11 -0%
CWM
195
Cabot Wealth Management
Massachusetts
$800K +$40.8K +1,290 +5%
BWM
196
BerganKDV Wealth Management
Minnesota
$792K +$270K +8,532 +52%
FTUS
197
Flow Traders U.S.
New York
$790K +$790K +24,980 New
TC
198
Trust Company
Kansas
$787K -$32.5K -1,026 -4%
HWA
199
Hilltop Wealth Advisors
North Carolina
$786K +$15.8K +500 +2%
BWP
200
BSW Wealth Partners
Colorado
$774K -$82.4K -2,604 -10%
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