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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

492 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-10
Holders Change %
-1.99%
% of All Funds
7.84%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
170
Reduced
205
Closed
38
Calls
$6K
Puts
$206K
Net Calls
-$200K
Net Calls Change
+$6K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$460M
2
OMC
Old Mission Capital
Illinois
$12.5M
3
Jane Street
Jane Street
New York
$6.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11M
5
LPL Financial
LPL Financial
California
$66.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$71.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
3
BlackRock
BlackRock
New York
$44.4M
4
OWA
Octavia Wealth Advisors
Ohio
$447K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
201
GSA Capital Partners
United Kingdom
$739K +$202K +6,661 +38%
RF
202
RHS Financial
California
$735K -$74.4K -2,457 -9%
Deutsche Bank
203
Deutsche Bank
Germany
$734K – – –
TLFA
204
True Link Financial Advisors
California
$731K +$52.2K +1,723 +8%
VCM
205
Vision Capital Management
Oregon
$729K +$4.88K +161 +0.7%
AWM
206
AE Wealth Management
Kansas
$721K -$196K -6,466 -21%
SHJ
207
Sharkey, Howes & Javer
Colorado
$717K -$215K -7,107 -23%
HWA
208
Hilltop Wealth Advisors
North Carolina
$716K -$36.5K -1,206 -5%
MBT
209
Montecito Bank & Trust
California
$707K – – –
AR
210
Apeiron RIA
Texas
$692K +$11.2K +370 +2%
DI
211
DFPG Investments
Utah
$683K -$104K -3,398 -13%
MCWS
212
McKinley Carter Wealth Services
West Virginia
$682K -$7.39K -244 -1%
EW
213
Evoke Wealth
California
$653K -$31.4K -1,038 -5%
HGWM
214
Horst & Graben Wealth Management
Oregon
$649K -$330K -10,889 -34%
G
215
GenTrust
Florida
$649K -$56.5K -1,867 -8%
IDA
216
Intelligence Driven Advisers
California
$641K -$413K -13,943 -39%
WAL
217
W Advisors LLC
Tennessee
$627K +$16.5K +546 +3%
OAP
218
One Advisory Partners
Kansas
$622K -$301K -9,956 -33%
WA
219
Wealth Alliance
New York
$617K -$31K -1,023 -5%
WC
220
Weil Company
California
$608K – – –
FPAS
221
Focus Partners Advisor Solutions
Missouri
$604K +$52.3K +1,727 +9%
SWP
222
Stratos Wealth Partners
Ohio
$601K -$39.9K -1,319 -6%
AA
223
Addison Advisors
Vermont
$589K -$20.9K -690 -3%
CB
224
Commerce Bank
Missouri
$582K – – –
BWP
225
BSW Wealth Partners
Colorado
$578K -$163K -5,384 -22%
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