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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

509 hedge funds and large institutions have $2.8B invested in iShares ESG Aware MSCI EM ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 192 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
74
Increased
182
Reduced
192
Closed
49
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$272M
2
Jane Street
Jane Street
New York
$32.5M
3
Goldman Sachs
Goldman Sachs
New York
$93.1M
4
BlackRock
BlackRock
New York
$58.4M
5
Wealthfront Advisers
Wealthfront Advisers
California
$74.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$83.9M
2
LPL Financial
LPL Financial
California
$31.3M
3
EI
Ellevest Inc
New York
$22M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$17M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWA
176
Moss Adams Wealth Advisors
Washington
$989K +$989K +30,834 New
YIH
177
Y-Intercept (HK)
Hong Kong
$975K +$975K +30,408 New
MGIA
178
Moneta Group Investment Advisors
Missouri
$971K +$104K +3,229 +12%
LFASL
179
Lugano Financial Advisors SA (LFA)
Switzerland
$965K -$2.75M -85,740 -74%
SCA
180
STALEY CAPITAL ADVISERS
Pennsylvania
$962K – – –
Franklin Resources
181
Franklin Resources
California
$955K +$587K +18,312 +160%
EH
182
Equitable Holdings
New York
$954K +$4.78K +149 +0.5%
TC
183
Trust Company
Kansas
$949K +$73.7K +2,298 +8%
HTC
184
Haverford Trust Company
Pennsylvania
$928K -$103K -3,212 -10%
T
185
TNF
Montana
$913K -$21.6K -700 -2%
FPAS
186
Focus Partners Advisor Solutions
Missouri
$895K +$255K +7,940 +40%
IFWM
187
Institute for Wealth Management
Colorado
$891K +$48.4K +1,511 +6%
CWM
188
Cabot Wealth Management
Massachusetts
$883K +$39.6K +1,234 +5%
PA
189
Parallel Advisors
California
$864K -$197K -6,154 -19%
PWA
190
Physician Wealth Advisors
Utah
$857K -$6.89K -227 -0.8%
FLA
191
Financial Life Advisors
Texas
$853K -$5.97M -186,113 -87%
PSA
192
Plum Street Advisors
Louisiana
$832K +$832K +25,951 New
WC
193
Weil Company
California
$829K +$185K +5,778 +29%
GAM
194
Gould Asset Management
California
$822K +$28.8K +897 +4%
CB
195
Centennial Bank
Arkansas
$819K -$11.2K -350 -1%
MCWS
196
McKinley Carter Wealth Services
West Virginia
$816K +$94.4K +2,945 +13%
MW
197
Maia Wealth
Colorado
$791K +$791K +24,668 New
PWM
198
Perigon Wealth Management
California
$789K -$609K -18,983 -44%
HWA
199
Hilltop Wealth Advisors
North Carolina
$779K +$21.4K +667 +3%
Qube Research & Technologies (QRT)
200
Qube Research & Technologies (QRT)
United Kingdom
$778K -$211K -6,580 -21%
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