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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
Goldman Sachs
New York
$163M
3
LPL Financial
LPL Financial
California
$75.5M
4
WL
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
Jane Street
New York
$40.4M
2
OMC
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLIM
201
White Lighthouse Investment Management
Massachusetts
$795K -$14.1K -449 -2%
ASFA
202
All Season Financial Advisors
Colorado
$790K -$47.2K -1,500 -6%
BRWA
203
B. Riley Wealth Advisors
Florida
$776K -$115K -3,665 -13%
HWA
204
Hilltop Wealth Advisors
North Carolina
$767K -$32.2K -1,024 -4%
RIA
205
Regal Investment Advisors
Michigan
$764K +$360K +11,425 +89%
CWM
206
Cabot Wealth Management
Massachusetts
$756K +$96.5K +3,066 +15%
MCWS
207
McKinley Carter Wealth Services
West Virginia
$748K +$72.1K +2,291 +11%
IFWM
208
Institute for Wealth Management
Colorado
$744K -$1.95K -62 -0.3%
G
209
GenTrust
Florida
$733K – – –
BSW
210
Buckingham Strategic Wealth
Missouri
$732K – – –
VCM
211
Vision Capital Management
Oregon
$732K -$124K -3,937 -14%
EW
212
Evoke Wealth
California
$717K -$94.2K -2,993 -12%
WT
213
Whittier Trust
California
$709K – – –
TLFA
214
True Link Financial Advisors
California
$706K – – –
RZH
215
Relyea Zuckerberg Hanson
Connecticut
$700K +$75.2K +2,390 +12%
SWP
216
Stratos Wealth Partners
Ohio
$697K -$14.1K -447 -2%
SB
217
Strategic Blueprint
Georgia
$695K -$229K -7,287 -25%
BFEC
218
Benjamin F. Edwards & Company
Missouri
$694K +$373K +11,864 +116%
GAM
219
Gould Asset Management
California
$678K -$15.3K -485 -2%
WC
220
Weil Company
California
$672K -$36.4K -1,156 -5%
RFA
221
RTD Financial Advisors
Pennsylvania
$664K +$20.1K +638 +3%
FPGK
222
Financial Partners Group (Kansas)
Kansas
$655K -$7.59K -241 -1%
WAL
223
W Advisors LLC
Tennessee
$647K +$60.6K +1,926 +10%
CB
224
Centennial Bank
Arkansas
$644K +$112K +3,550 +21%
MHR
225
Matthew Hamilton Rosenberg
$642K -$566K -17,983 -47%
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9
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