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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.

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

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$252M
3
Goldman Sachs
3
Goldman Sachs
New York
$137M
4
SWG
4
Summit Wealth Group
Vermont
$457K
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$461M 14,564,200 +148,251 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$252M 7,962,697 -940,850 -11%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$181M 5,717,262 -48,964 -0.8%
Morgan Stanley
4
Morgan Stanley
New York
$160M 5,047,213 +363,741 +8%
TF
5
TIAA FSB
Florida
$152M 4,802,472 +30,121 +0.6%
Goldman Sachs
6
Goldman Sachs
New York
$137M 4,345,398 -840,601 -16%
Northern Trust
7
Northern Trust
Illinois
$96.9M 3,062,429 -99,766 -3%
Betterment LLC
8
Betterment LLC
New York
$80.9M 2,557,055 +147,575 +6%
Ameriprise
9
Ameriprise
Minnesota
$77.5M 2,429,631 +73,718 +3%
BlackRock
10
BlackRock
New York
$68.7M 2,170,888 +528,031 +32%
LPL Financial
11
LPL Financial
California
$65.8M 2,079,069 -318,178 -13%
Wealthfront Advisers
12
Wealthfront Advisers
California
$60.7M 1,917,586 +223,373 +13%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$58.2M 1,838,904 -108,657 -6%
Creative Planning
14
Creative Planning
Kansas
$51.7M 1,633,132 +142,371 +10%
UBS Group
15
UBS Group
Switzerland
$48.7M 1,540,532 -11,160 -0.7%
EI
16
Ellevest Inc
New York
$44.4M 1,403,583 +63,767 +5%
Wells Fargo
17
Wells Fargo
California
$42.9M 1,356,798 -125,965 -8%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$39.1M 1,235,724 -101,506 -8%
WL
19
WIT LLC
District of Columbia
$28.1M 889 -187 -17%
AA
20
Acorns Advisers
California
$26.9M 849,659 +65,390 +8%
US Bancorp
21
US Bancorp
Minnesota
$25.5M 804,708 +13,086 +2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$23.9M 756,536 +2,760 +0.4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$22.7M 718,844 -16,466 -2%
OWA
24
Octavia Wealth Advisors
Ohio
$22.3M 706,358 +37,612 +6%
Osaic Holdings
25
Osaic Holdings
Arizona
$20.9M 660,646 -33,027 -5%
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