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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

512 hedge funds and large institutions have $3.03B invested in iShares ESG Aware MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 181 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+13
Holders Change %
+2.61%
% of All Funds
6.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
64
Increased
203
Reduced
181
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WL
WIT LLC
District of Columbia
$58.6M
2
Northern Trust
Northern Trust
Illinois
$144M
3
Wells Fargo
Wells Fargo
California
$56M
4
Citadel Advisors
Citadel Advisors
Florida
$12.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$73.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$523M
2
EI
Ellevest Inc
New York
$37.6M
3
Jane Street
Jane Street
New York
$4.35M
4
Wealthfront Advisers
Wealthfront Advisers
California
$84.6M
5
BlackRock
BlackRock
New York
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
201
Van Hulzen Asset Management
California
$730K -$58.3K -1,746 -7%
RF
202
RHS Financial
California
$728K +$147K +4,408 +25%
G
203
GenTrust
Florida
$716K – – –
BDFN
204
Bond & Devick Financial Network
Minnesota
$707K – – –
HWM
205
HB Wealth Management
Georgia
$694K +$13.6K +407 +2%
HWA
206
Hilltop Wealth Advisors
North Carolina
$692K -$77.2K -2,313 -10%
PCA
207
Prosperity Capital Advisors
Ohio
$678K -$9.12K -273 -1%
OFP
208
OLIO Financial Planning
Virginia
$670K +$79.1K +2,370 +13%
Wealth Enhancement Advisory Services
209
Wealth Enhancement Advisory Services
Minnesota
$663K +$81.8K +2,449 +14%
JPG
210
Jordan Park Group
California
$655K -$6.88K -206 -1%
PIA
211
Perennial Investment Advisors
California
$645K +$60.7K +1,818 +10%
Tudor Investment Corp
212
Tudor Investment Corp
Connecticut
$635K +$635K +19,013 New
CCA
213
Cobblestone Capital Advisors
New York
$631K +$207K +6,211 +49%
WLIM
214
White Lighthouse Investment Management
Massachusetts
$624K -$56.6K -1,695 -8%
BRWA
215
B. Riley Wealth Advisors
Florida
$623K -$181K -5,417 -23%
WS
216
Wedbush Securities
California
$623K -$1.97K -59 -0.3%
CAM
217
Cresset Asset Management
Illinois
$622K -$110K -3,303 -15%
Vontobel Holding
218
Vontobel Holding
Switzerland
$617K +$3.21K +96 +0.5%
PWMG
219
Private Wealth Management Group
New Jersey
$615K +$16.1K +481 +3%
UFA
220
US Financial Advisors
Massachusetts
$608K +$8.95K +268 +1%
CFGS
221
Concourse Financial Group Securities
Alabama
$606K +$546 +16 +0.1%
DAS
222
Diversify Advisory Services
Utah
$603K -$116K -3,536 -16%
CB
223
Commerce Bank
Missouri
$600K -$39.9K -1,195 -6%
SFP
224
Shepherd Financial Partners
Massachusetts
$597K +$5.38K +161 +0.9%
SDWMA
225
Schneider Downs Wealth Management Advisors
Pennsylvania
$591K +$35.4K +1,059 +6%
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9
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