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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

512 hedge funds and large institutions have $3.03B invested in iShares ESG Aware MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 181 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+13
Holders Change %
+2.61%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
64
Increased
203
Reduced
181
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WL
WIT LLC
District of Columbia
$58.6M
2
Northern Trust
Northern Trust
Illinois
$144M
3
Wells Fargo
Wells Fargo
California
$56M
4
Citadel Advisors
Citadel Advisors
Florida
$12.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$73.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$523M
2
EI
Ellevest Inc
New York
$37.6M
3
Jane Street
Jane Street
New York
$4.35M
4
Wealthfront Advisers
Wealthfront Advisers
California
$84.6M
5
BlackRock
BlackRock
New York
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
176
Objective Capital Management
Ohio
$959K -$24.6K -737 -3%
ISFAN
177
Investor's Fiduciary Advisor Network
Washington
$938K +$938K +28,108 New
PA
178
Parallel Advisors
California
$928K +$120K +3,595 +15%
CB
179
Centennial Bank
Arkansas
$927K -$5.01K -150 -0.5%
BRIA
180
Balanced Rock Investment Advisors
Massachusetts
$926K -$513K -15,369 -36%
TC
181
Trust Company
Kansas
$925K +$23K +688 +3%
HCM
182
Howland Capital Management
Massachusetts
$924K -$44.5K -1,332 -5%
WC
183
Weil Company
California
$921K +$76.2K +2,283 +9%
Natixis Advisors
184
Natixis Advisors
Massachusetts
$904K -$22.8K -682 -2%
MCWS
185
McKinley Carter Wealth Services
West Virginia
$872K +$46.2K +1,383 +6%
RFA
186
RTD Financial Advisors
Pennsylvania
$870K +$26.6K +798 +3%
VCM
187
Vision Capital Management
Oregon
$864K +$7.78K +233 +0.9%
AWM
188
Avior Wealth Management
Nebraska
$814K -$180K -5,401 -18%
EFG
189
Elios Financial Group
Ohio
$802K -$39.9K -1,194 -5%
MWM
190
Mascoma Wealth Management
New Hampshire
$795K -$42.4K -1,269 -5%
Franklin Resources
191
Franklin Resources
California
$793K +$1.17K +35 +0.1%
MIA
192
MainStreet Investment Advisors
Illinois
$779K +$779K +23,317 New
TC
193
Trilogy Capital
California
$777K -$7.81K -234 -1%
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$772K +$772K +23,117 New
FPAS
195
Focus Partners Advisor Solutions
Missouri
$768K -$127K -3,789 -14%
PWA
196
Physician Wealth Advisors
Utah
$759K -$36.4K -1,091 -5%
GAM
197
Gould Asset Management
California
$757K -$11.7K -350 -2%
FFN
198
Focus Financial Network
Minnesota
$751K +$55K +1,647 +8%
EFN
199
Equita Financial Network
Pennsylvania
$738K +$55.1K +1,650 +8%
RCG
200
Regatta Capital Group
California
$737K -$6.31K -189 -0.8%
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