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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

493 hedge funds and large institutions have $3.16B invested in iShares ESG Aware MSCI EM ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 175 increasing their positions, 207 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-19
Holders Change %
-3.71%
% of All Funds
6.7%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
38
Increased
175
Reduced
207
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$209M
2
Goldman Sachs
Goldman Sachs
New York
$102M
3
Ameriprise
Ameriprise
Minnesota
$57.8M
4
WANY
Wealthspire Advisors (New York)
New York
$16.3M
5
Corient Private Wealth
Corient Private Wealth
Florida
$21.4M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$170M
2
Betterment LLC
Betterment LLC
New York
$104M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.6M
4
Citadel Advisors
Citadel Advisors
Florida
$4.29M
5
EI
Ellevest Inc
New York
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFA
201
US Financial Advisors
Massachusetts
$680K +$43.7K +1,250 +7%
GC
202
Grimes & Company
Massachusetts
$671K -$418K -11,960 -38%
CAM
203
Cresset Asset Management
Illinois
$656K +$5.73K +164 +0.9%
MIA
204
MainStreet Investment Advisors
Illinois
$656K -$159K -4,555 -20%
PA
205
Parkside Advisors
California
$644K +$26.4K +754 +4%
PCA
206
Prosperity Capital Advisors
Ohio
$639K -$73.4K -2,092 -10%
WLIM
207
White Lighthouse Investment Management
Massachusetts
$636K -$16.6K -475 -3%
PWMG
208
Private Wealth Management Group
New Jersey
$636K -$7.62K -218 -1%
MFA
209
Morling Financial Advisors
California
$634K +$59.7K +1,709 +10%
WS
210
Wedbush Securities
California
$630K -$22.7K -648 -3%
CB
211
Commerce Bank
Missouri
$630K +$2.1K +60 +0.3%
SDWMA
212
Schneider Downs Wealth Management Advisors
Pennsylvania
$619K – – –
MBT
213
Montecito Bank & Trust
California
$601K – – –
WT
214
Whittier Trust
California
$597K +$32.6K +934 +6%
BDFN
215
Bond & Devick Financial Network
Minnesota
$595K -$83.7K -2,394 -12%
CTC
216
Central Trust Company
Missouri
$583K +$70 +2 +0%
Vontobel Holding
217
Vontobel Holding
Switzerland
$578K -$68.1K -1,949 -11%
PI
218
PFG Investments
New York
$575K +$40.4K +1,156 +8%
SPL
219
Smart Portfolios LLC
Washington
$573K +$18.6K +531 +3%
SWG
220
Summit Wealth Group
Vermont
$572K +$26.8K +768 +5%
HCM
221
Howland Capital Management
Massachusetts
$568K -$399K -11,411 -41%
SFP
222
Shepherd Financial Partners
Massachusetts
$566K -$58.7K -1,679 -9%
RF
223
RHS Financial
California
$564K -$197K -5,649 -26%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$561K -$1.08M -30,768 -66%
DAS
225
Diversify Advisory Services
Utah
$560K -$81.9K -2,338 -13%
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