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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

502 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI EM ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 217 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
217
Reduced
181
Closed
41
Calls
–
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$458K

Top Buyers

1
BlackRock
BlackRock
New York
$68.7M
2
Morgan Stanley
Morgan Stanley
New York
$160M
3
Citadel Advisors
Citadel Advisors
Florida
$11.7M
4
Wealthfront Advisers
Wealthfront Advisers
California
$60.7M
5
LGWM
Litman Gregory Wealth Management
California
$5.23M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$252M
3
Goldman Sachs
Goldman Sachs
New York
$137M
4
SWG
Summit Wealth Group
Vermont
$457K
5
M1FG
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WLIM
201
White Lighthouse Investment Management
Massachusetts
$773K -$26K -822 -3%
IFWM
202
Institute for Wealth Management
Colorado
$771K +$23.4K +739 +3%
Deutsche Bank
203
Deutsche Bank
Germany
$767K -$323K -10,210 -30%
VCM
204
Vision Capital Management
Oregon
$756K +$21K +665 +3%
GAM
205
Gould Asset Management
California
$753K +$71.9K +2,273 +11%
HWA
206
Heritage Wealth Advisors
Virginia
$738K +$309K +9,774 +72%
MBT
207
Montecito Bank & Trust
California
$738K -$437K -13,824 -37%
G
208
GenTrust
Florida
$737K +$158 +5 +0%
AllianceBernstein
209
AllianceBernstein
Tennessee
$730K +$317K +10,022 +77%
OWM
210
Opes Wealth Management
California
$722K +$174K +5,495 +32%
MCWS
211
McKinley Carter Wealth Services
West Virginia
$720K -$31.2K -985 -4%
EW
212
Evoke Wealth
California
$715K -$5.35K -169 -0.7%
WT
213
Whittier Trust
California
$713K – – –
AR
214
Apeiron RIA
Texas
$711K -$206K -6,526 -22%
CB
215
Centennial Bank
Arkansas
$710K +$63.3K +2,000 +10%
TLFA
216
True Link Financial Advisors
California
$709K – – –
KOC
217
Koss-Olinger Consulting
Florida
$695K +$69.3K +2,191 +11%
SB
218
Strategic Blueprint
Georgia
$684K -$14K -442 -2%
WA
219
Wealth Alliance
New York
$677K -$486K -15,359 -42%
SWP
220
Stratos Wealth Partners
Ohio
$669K -$30.7K -972 -4%
WAL
221
W Advisors LLC
Tennessee
$638K -$12K -380 -2%
AA
222
Addison Advisors
Vermont
$637K +$39.7K +1,256 +7%
WC
223
Weil Company
California
$635K -$39.6K -1,253 -6%
SFS
224
Sowell Financial Services
Arkansas
$632K +$408K +12,896 +182%
GC
225
Grimes & Company
Massachusetts
$626K +$34.6K +1,095 +6%
7 8
9
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