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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
7.16%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
207
Reduced
165
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$177M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$114M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$193M
4
BlackRock
BlackRock
New York
$44.1M
5
Goldman Sachs
Goldman Sachs
New York
$105M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$91.4K
3
Citadel Advisors
Citadel Advisors
Florida
$632K
4
OMC
Old Mission Capital
Illinois
$0
5
Bank of America
Bank of America
North Carolina
$533M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Axxcess Wealth Management
California
$880K -$1.19M -35,437 -57%
RCG
177
Regatta Capital Group
California
$874K -$123K -3,680 -12%
BRWA
178
B. Riley Wealth Advisors
Florida
$860K -$74.1K -2,210 -8%
WC
179
Weil Company
California
$849K – – –
PWA
180
Physician Wealth Advisors
Utah
$841K +$1.78K +51 +0.2%
MCWS
181
McKinley Carter Wealth Services
West Virginia
$817K -$21.9K -654 -3%
GAM
182
Gould Asset Management
California
$788K -$53.5K -1,595 -6%
HWA
183
Hilltop Wealth Advisors
North Carolina
$786K -$6.61K -197 -0.8%
Truist Financial
184
Truist Financial
North Carolina
$771K -$13.8K -411 -2%
DAS
185
Diversify Advisory Services
Utah
$746K +$142K +4,114 +24%
VCM
186
Vision Capital Management
Oregon
$742K -$32K -955 -4%
WLIM
187
White Lighthouse Investment Management
Massachusetts
$742K -$19.2K -572 -3%
TC
188
Trilogy Capital
California
$727K +$48.4K +1,444 +7%
EW
189
Evoke Wealth
California
$725K -$629K -18,746 -46%
G
190
GenTrust
Florida
$719K – – –
T
191
TNF
Montana
$719K -$60.5K -1,824 -8%
PCA
192
Prosperity Capital Advisors
Ohio
$713K -$90.1K -2,688 -11%
FFN
193
Focus Financial Network
Minnesota
$712K +$10.1K +293 +1%
ACA
194
Affinity Capital Advisors
California
$712K -$376K -11,206 -35%
Marshall Wace
195
Marshall Wace
United Kingdom
$708K -$536 -16 -0.1%
GC
196
Garde Capital
Washington
$688K -$50.6K -1,510 -7%
RFA
197
RTD Financial Advisors
Pennsylvania
$683K +$37.7K +1,123 +6%
Natixis Advisors
198
Natixis Advisors
Massachusetts
$680K +$10.5K +312 +2%
YIH
199
Y-Intercept (HK)
Hong Kong
$667K +$252K +7,521 +61%
JPG
200
Jordan Park Group
California
$665K +$217K +6,482 +49%
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