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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-10
Holders Change %
-1.99%
% of All Funds
7.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
170
Reduced
205
Closed
38
Calls
$6K
Puts
$206K
Net Calls
-$200K
Net Calls Change
+$6K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$460M
2
OMC
Old Mission Capital
Illinois
$12.5M
3
Jane Street
Jane Street
New York
$6.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11M
5
LPL Financial
LPL Financial
California
$66.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$71.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
3
BlackRock
BlackRock
New York
$44.4M
4
OWA
Octavia Wealth Advisors
Ohio
$447K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWMA
176
Schneider Downs Wealth Management Advisors
Pennsylvania
$928K +$3.88K +128 +0.4%
BCM
177
Brookstone Capital Management
Illinois
$921K +$79.3K +2,660 +9%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$911K -$584K -19,296 -39%
VFIC
179
Valley Forge Investment Consultants
Pennsylvania
$910K – – –
SCA
180
STALEY CAPITAL ADVISERS
Pennsylvania
$908K – – –
T
181
TNF
Montana
$901K +$28.3K +949 +3%
CWS
182
Cypress Wealth Services
California
$900K -$85.3K -2,818 -9%
EH
183
Equitable Holdings
New York
$897K -$409K -13,499 -31%
HHGA
184
Halbert Hargrove Global Advisors
California
$882K -$1.64K -54 -0.2%
TC
185
TownSquare Capital
Utah
$863K +$863K +28,491 New
PWA
186
Physician Wealth Advisors
Utah
$854K -$10.2K -339 -1%
BRWA
187
B. Riley Wealth Advisors
Florida
$843K +$28.7K +947 +4%
HFA
188
High Falls Advisors
New York
$828K -$108K -3,562 -12%
TC
189
Trust Company
Kansas
$827K +$73.7K +2,434 +10%
MGIA
190
Moneta Group Investment Advisors
Missouri
$820K +$557K +18,395 +212%
CWM
191
Cabot Wealth Management
Massachusetts
$797K +$30.8K +1,016 +4%
IFWM
192
Institute for Wealth Management
Colorado
$796K +$58.4K +1,930 +8%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$787K +$712K +22,464 +957%
CB
194
Centennial Bank
Arkansas
$784K +$104K +3,450 +15%
AllianceBernstein
195
AllianceBernstein
Tennessee
$781K +$82.4K +2,721 +12%
WLIM
196
White Lighthouse Investment Management
Massachusetts
$759K +$19.6K +646 +3%
RZH
197
Relyea Zuckerberg Hanson
Connecticut
$756K -$34.3K -1,134 -4%
FHA
198
First Horizon Advisors
Tennessee
$752K -$57.5K -1,900 -7%
FFN
199
Focus Financial Network
Minnesota
$751K -$94.3K -3,115 -11%
GAM
200
Gould Asset Management
California
$749K +$28K +926 +4%
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