ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

493 hedge funds and large institutions have $3.16B invested in iShares ESG Aware MSCI EM ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 175 increasing their positions, 207 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-19
Holders Change %
-3.71%
% of All Funds
6.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
38
Increased
175
Reduced
207
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$209M
2
Goldman Sachs
Goldman Sachs
New York
$102M
3
Ameriprise
Ameriprise
Minnesota
$57.8M
4
WANY
Wealthspire Advisors (New York)
New York
$16.3M
5
Corient Private Wealth
Corient Private Wealth
Florida
$21.4M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$170M
2
Betterment LLC
Betterment LLC
New York
$104M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.6M
4
Citadel Advisors
Citadel Advisors
Florida
$4.29M
5
EI
Ellevest Inc
New York
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
176
Kestra Advisory Services
Texas
$913K -$179K -5,132 -16%
SAG
177
SageView Advisory Group
California
$900K -$580K -16,605 -39%
OWM
178
Opes Wealth Management
California
$894K -$157K -4,485 -15%
PA
179
Parallel Advisors
California
$891K -$81K -2,319 -8%
TC
180
Trilogy Capital
California
$880K +$67.3K +1,927 +8%
EFN
181
Equita Financial Network
Pennsylvania
$858K +$85.3K +2,442 +11%
FFN
182
Focus Financial Network
Minnesota
$849K +$63.4K +1,814 +8%
VCM
183
Vision Capital Management
Oregon
$832K -$73.1K -2,091 -8%
EFG
184
Elios Financial Group
Ohio
$813K -$26.1K -748 -3%
CCA
185
Cobblestone Capital Advisors
New York
$798K +$138K +3,951 +21%
VHAM
186
Van Hulzen Asset Management
California
$794K +$29.5K +843 +4%
PWA
187
Physician Wealth Advisors
Utah
$789K -$5.24K -150 -0.7%
GAM
188
Gould Asset Management
California
$772K -$20.9K -597 -3%
HWM
189
HB Wealth Management
Georgia
$763K +$36.5K +1,045 +5%
MWM
190
Mascoma Wealth Management
New Hampshire
$752K -$80.1K -2,292 -10%
G
191
GenTrust
Florida
$749K – – –
AWM
192
Avior Wealth Management
Nebraska
$729K -$123K -3,531 -14%
OFP
193
OLIO Financial Planning
Virginia
$720K +$19.3K +553 +3%
HWA
194
Hilltop Wealth Advisors
North Carolina
$709K -$15.9K -454 -2%
RCG
195
Regatta Capital Group
California
$705K -$66.5K -1,904 -9%
JPG
196
Jordan Park Group
California
$703K +$17.2K +492 +3%
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$703K -$105K -3,005 -13%
FIM
198
Freedom Investment Management
Connecticut
$702K +$199K +5,705 +40%
OMC
199
Old Mission Capital
Illinois
$685K -$1.81M -51,815 -73%
Wealth Enhancement Advisory Services
200
Wealth Enhancement Advisory Services
Minnesota
$681K -$13.2K -379 -2%
6 7
8
9 10