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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

499 hedge funds and large institutions have $3.31B invested in iShares ESG Aware MSCI EM ETF in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 174 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
7.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
46
Increased
191
Reduced
174
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$640M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.9M
3
Jane Street
Jane Street
New York
$24.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$224M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$69.3M

Top Sellers

1
WL
WIT LLC
District of Columbia
$61.4M
2
Goldman Sachs
Goldman Sachs
New York
$91.4M
3
BlackRock
BlackRock
New York
$43.1M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$3.6M
5
Northern Trust
Northern Trust
Illinois
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
176
Raymond James & Associates
Florida
$983K -$87.4K -2,400 -8%
FPAS
177
Focus Partners Advisor Solutions
Missouri
$976K +$17.5K +480 +2%
AWM
178
Axxcess Wealth Management
California
$973K +$17.3K +476 +2%
VCM
179
Vision Capital Management
Oregon
$934K +$128K +3,519 +16%
WC
180
Weil Company
California
$922K – – –
RFA
181
RTD Financial Advisors
Pennsylvania
$920K +$178K +4,888 +24%
EFG
182
Elios Financial Group
Ohio
$918K +$918K +25,215 New
MWM
183
Mascoma Wealth Management
New Hampshire
$913K +$203K +5,564 +29%
MCWS
184
McKinley Carter Wealth Services
West Virginia
$901K +$13.6K +374 +2%
KF
185
Krilogy Financial
Missouri
$899K -$113K -3,106 -11%
BRWA
186
B. Riley Wealth Advisors
Florida
$884K -$57.8K -1,574 -6%
PA
187
Parallel Advisors
California
$881K -$107K -2,946 -11%
Franklin Resources
188
Franklin Resources
California
$871K +$223K +6,070 +34%
VHAM
189
Van Hulzen Asset Management
California
$860K -$630K -17,295 -42%
TC
190
Trilogy Capital
California
$856K +$66.2K +1,818 +8%
PWA
191
Physician Wealth Advisors
Utah
$856K -$9.66K -269 -1%
TC
192
TownSquare Capital
Utah
$853K +$427K +11,719 +100%
HWA
193
Hilltop Wealth Advisors
North Carolina
$839K -$14.3K -394 -2%
GAM
194
Gould Asset Management
California
$838K -$17.8K -490 -2%
RCG
195
Regatta Capital Group
California
$810K -$139K -3,815 -15%
CAM
196
Cresset Asset Management
Illinois
$798K -$160K -4,389 -17%
DAS
197
Diversify Advisory Services
Utah
$791K +$9.08K +251 +1%
G
198
GenTrust
Florida
$781K – – –
FFN
199
Focus Financial Network
Minnesota
$759K +$3.57K +98 +0.5%
RJT
200
Raymond James Trust
Florida
$753K +$79.9K +2,195 +12%
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