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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

509 hedge funds and large institutions have $2.8B invested in iShares ESG Aware MSCI EM ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 192 reducing their positions, and 49 closing their positions.

Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
74
Increased
182
Reduced
192
Closed
49
Calls
–
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$18K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$272M
2
Jane Street
2
Jane Street
New York
$32.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$93.1M
4
BlackRock
4
BlackRock
New York
$58.4M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$74.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$83.9M
2
LPL Financial
2
LPL Financial
California
$31.3M
3
EI
3
Ellevest Inc
New York
$22M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$17M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$475M 14,803,280 -392,860 -3%
Morgan Stanley
2
Morgan Stanley
New York
$272M 8,475,916 +3,709,205 +78%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$187M 5,837,162 +55,072 +1%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$160M 4,975,624 +145,981 +3%
Northern Trust
5
Northern Trust
Illinois
$97.9M 3,054,537 +38,903 +1%
Goldman Sachs
6
Goldman Sachs
New York
$93.1M 2,905,168 +531,403 +22%
Betterment LLC
7
Betterment LLC
New York
$87.1M 2,715,480 +81,351 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$83.9M 2,617,071 -3,488,503 -57%
Ameriprise
9
Ameriprise
Minnesota
$76.5M 2,385,573 -103,740 -4%
Wealthfront Advisers
10
Wealthfront Advisers
California
$74.9M 2,336,493 +315,272 +16%
BlackRock
11
BlackRock
New York
$58.4M 1,822,885 +356,456 +24%
Creative Planning
12
Creative Planning
Kansas
$55.2M 1,722,112 +30,093 +2%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$51.8M 1,615,820 -126,101 -7%
UBS Group
14
UBS Group
Switzerland
$50.2M 1,566,162 +26,567 +2%
Jane Street
15
Jane Street
New York
$32.5M 1,014,360 +786,648 +345%
LPL Financial
16
LPL Financial
California
$31.3M 975,999 -1,213,069 -55%
Wells Fargo
17
Wells Fargo
California
$31.1M 969,612 -207,437 -18%
AA
18
Acorns Advisers
California
$31.1M 968,823 +64,723 +7%
WL
19
WIT LLC
District of Columbia
$28.5M 889 – –
US Bancorp
20
US Bancorp
Minnesota
$27.4M 855,663 -50,158 -6%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$23.9M 746,018 -18,357 -2%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$23.6M 734,690 +287,481 +64%
EI
23
Ellevest Inc
New York
$22M 687,658 -763,053 -53%
M&T Bank
24
M&T Bank
New York
$20.1M 625,929 +50,251 +9%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$19.5M 609,402 -55,098 -8%
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