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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

518 hedge funds and large institutions have $3.28B invested in iShares ESG Aware MSCI EM ETF in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 167 increasing their positions, 216 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-13
Holders Change %
-2.45%
% of All Funds
8.36%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
80
Increased
167
Reduced
216
Closed
80
Calls
$241K
Puts
$3K
Net Calls
+$238K
Net Calls Change
+$238K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.3M
2
OMC
Old Mission Capital
Illinois
$36.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.3M
4
Wealthfront Advisers
Wealthfront Advisers
California
$48.4M
5
Betterment LLC
Betterment LLC
New York
$71.2M

Top Sellers

1
Jane Street
Jane Street
New York
$87.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$169M
3
AWA
Arete Wealth Advisors
Illinois
$622M
4
CIAS
CFS Investment Advisory Services
New Jersey
$280K
5
Morgan Stanley
Morgan Stanley
New York
$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWG
201
Summit Wealth Group
Vermont
$786K +$8.72K +290 +1%
AWM
202
AE Wealth Management
Kansas
$776K -$352K -11,691 -31%
EW
203
Evoke Wealth
California
$774K +$544K +18,089 +236%
WLIM
204
White Lighthouse Investment Management
Massachusetts
$773K -$249K -8,285 -24%
HWA
205
Hilltop Wealth Advisors
North Carolina
$763K -$176K -5,863 -19%
HFA
206
High Falls Advisors
New York
$751K -$367K -12,192 -33%
BSW
207
Buckingham Strategic Wealth
Missouri
$732K +$200K +6,638 +37%
FFA
208
Farther Finance Advisors
California
$725K +$725K +24,114 New
IFWM
209
Institute for Wealth Management
Colorado
$712K -$37.2K -1,238 -5%
RW
210
REDW Wealth
New Mexico
$712K +$220K +7,329 +45%
Bank of New York Mellon
211
Bank of New York Mellon
New York
$711K -$2.1M -69,874 -75%
G
212
GenTrust
Florida
$701K +$300K +9,993 +75%
OAP
213
One Advisory Partners
Kansas
$686K -$170K -5,642 -20%
OPS
214
Orion Portfolio Solutions
Nebraska
$686K -$338K -11,226 -33%
FPGK
215
Financial Partners Group (Kansas)
Kansas
$683K -$38.1K -1,176 -5%
SWP
216
Stratos Wealth Partners
Ohio
$679K -$48.9K -1,626 -7%
WT
217
Whittier Trust
California
$678K -$407K -13,527 -38%
WC
218
Weil Company
California
$676K +$408K +13,583 +152%
TLFA
219
True Link Financial Advisors
California
$674K -$537K -17,860 -44%
GG
220
Gofen & Glossberg
Illinois
$673K +$181K +6,019 +37%
AF
221
Affiance Financial
Minnesota
$663K -$108K -3,580 -14%
KWM
222
Keebeck Wealth Management
Illinois
$662K -$788K -26,202 -54%
GAM
223
Gould Asset Management
California
$662K +$155K +5,145 +30%
MCWS
224
McKinley Carter Wealth Services
West Virginia
$645K +$12.3K +409 +2%
LRWA
225
Long Run Wealth Advisors
New York
$636K +$105K +3,507 +20%
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