iShares ESG Aware MSCI EM ETF

ESGE • NASDAQ

iShares ESG Aware MSCI EM ETF is an exchange-traded fund on NASDAQ. As of Q3 2025, 516 institutional investors hold shares in this ETF, with total holdings valued at $3.8B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $614.4M.

Overview

Overview of institutional ownership in ESGE as of Q3 2025

All Institutions

Institutions: 516
Value Held: $3.8B
Shares Held: 88.1M
Avg Position: $7.4M
Median Position: $562.7K

Hedge Funds

Hedge Funds: 4
Value Held: $18.3M
Shares Held: 421.5K
Avg Position: $4.6M
Median Position: $3.2M

Biggest Investors

Institutions with the largest positions in ESGE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$614.4M 0.05% of portfolio	14.2M shares	Q4 2016 Held for 8y 11m	$1.33T
Empower Advisory Group, LLC RIA/Wealth	Jonathan David Kreider CEO	$239.7M 0.66% of portfolio	5.5M shares	Q1 2023 Held for 2y 8m	$36.1B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$214.7M 0.03% of portfolio	4.9M shares	Q4 2019 Held for 5y 11m	$782.01B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$208.8M 0.01% of portfolio	4.8M shares	Q3 2017 Held for 8y 2m	$1.65T
W WIT, LLC Institution	-	$199.2M 4.51% of portfolio	4.6M shares	Q2 2021 Held for 4y 5m	$4.4B
T TIAA TRUST, NATIONAL ASSOCIATION Institution	-	$189.1M 0.46% of portfolio	4.4M shares	Q3 2023 Held for 2y 2m	$41.2B
Betterment LLC RIA/Wealth	Sarah Kirshbaum Levy CEO	$142.3M 0.30% of portfolio	3.3M shares	Q3 2018 Held for 7y 2m	$47.3B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$132.5M 0.04% of portfolio	3.1M shares	Q3 2018 Held for 7y 2m	$341.99B
FMR LLC Institution	-	$109.9M 0.01% of portfolio	2.5M shares	Q1 2020 Held for 5y 8m	$1.92T
Wealthfront Advisers LLC RIA/Wealth	Andrew Samuel Rachleff CEO	$108.4M 0.25% of portfolio	2.5M shares	Q2 2021 Held for 4y 5m	$42.6B

Net Capital Flow

Institutional buying and selling activity for ESGE in Q3 2025

Traded: −$109.3M
Buyers: 241
Sellers: 222
Total Bought: +$165.7M
Total Sold: −$275.0M
Avg Position: $6.9M

Biggest Buyers

Institution	Net Bought	Current Position
JPMORGAN CHASE & CO Institution	+$21.4M +493.0K shares	$102.7M 2.4M shares
NORTHERN TRUST CORP Institution	+$18.8M +432.5K shares	$214.7M 4.9M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$10.8M +249.5K shares	$11.6M 266.6K shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	+$9.8M +226.2K shares	$52.1M 1.2M shares
FMR LLC Institution	+$9.4M +215.8K shares	$109.9M 2.5M shares
E EASTERN BANK Institution	+$8.2M +188.2K shares	$15.0M 345.2K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$7.1M +162.8K shares	$40.2M 925.4K shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$6.7M +154.8K shares	$8.9M 205.3K shares
J JANE STREET GROUP, LLC Institution	+$6.0M +-1.7M shares	$6.0M 138.1K shares
L LPL Financial LLC Institution	+$4.8M +109.7K shares	$58.5M 1.3M shares

Biggest Sellers

Institution	Net Sold	Current Position
BANK OF AMERICA CORP /DE/ Institution	−$56.6M −1.3M shares	$614.4M 14.2M shares
B BlackRock, Inc. Institution	−$35.2M −809.6K shares	$56.0M 1.3M shares
GOLDMAN SACHS GROUP INC Institution	−$31.9M −734.6K shares	$57.7M 1.3M shares
MORGAN STANLEY RIA/Wealth	−$27.5M −633.7K shares	$208.8M 4.8M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$21.5M −549.7K shares	Sold Off 0 shares
O OLD MISSION CAPITAL LLC Institution	−$19.7M −503.7K shares	Sold Off 0 shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$15.9M −366.7K shares	$132.5M 3.1M shares
F FLOW TRADERS U.S. LLC Institution	−$7.4M −169.6K shares	$6.9M 158.2K shares
C Capitolis Liquid Global Markets LLC Private Equity	−$5.6M −128.4K shares	$5.6M 128.9K shares
R ROYAL BANK OF CANADA Institution	−$4.4M −102.2K shares	$29.5M 679.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ESGE in Q3 2025

New Positions: 17
New Value: $6.5M
Exited Positions: 35
Exited Value: $51.6M

New Positions

Institution	Position Value
Archer Investment Management, LLC RIA/Wealth	$2.8M 64.8K shares
Impact Investors, Inc RIA/Wealth	$1.3M 29.9K shares
N New England Private Wealth Advisors LLC RIA/Wealth	$530.3K 12.2K shares
G GTS SECURITIES LLC Institution	$323.3K 7.4K shares
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	$307.8K 7.1K shares
Engineers Gate Manager LP Hedge Fund•Quant	$265.8K 6.1K shares
F Fire Capital Management LLC RIA/Wealth	$212.2K 4.9K shares
WAGNER CAPITAL MANAGEMENT CORP RIA/Wealth	$209.7K 4.8K shares
Eley Financial Management, Inc RIA/Wealth	$208.4K 4.8K shares
R Root Financial Partners, LLC RIA/Wealth	$133.9K 3.1K shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$21.5M 549.7K shares
O OLD MISSION CAPITAL LLC Institution	$19.7M 503.7K shares
N NATIONAL BANK OF CANADA /FI/ Institution	$3.0M 77.8K shares
D DRW Securities, LLC Institution	$2.4M 62.5K shares
AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth	$1.2M 31.0K shares
P Patriot Financial Group Insurance Agency, LLC Institution	$404.3K 10.3K shares
FIRST FOUNDATION ADVISORS RIA/Wealth	$386.4K 9.9K shares
WRAPMANAGER INC RIA/Wealth	$354.9K 9.1K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$297.5K 7.6K shares
L Leverty Financial Group, LLC RIA/Wealth	$266.7K 6.8K shares

Options Activity

Institutions with the largest Call and Put options positions in ESGE as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with ESGE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
IMPACTfolio, LLC RIA/Wealth	Christian Albrecht Wulf Von Schimmelmann Managing Partner	9.07% $21.0M	484.5K shares	Q4 2021 Held for 3y 11m	$231.8M
Forefront Analytics, LLC RIA/Wealth	Christopher Charles Geczy CEO	8.28% $8.6M	198.0K shares	Q2 2025 Held for 5 months	$103.8M
W WIT, LLC Institution	-	4.51% $199.2M	4.6M shares	Q2 2021 Held for 4y 5m	$4.4B
Stanich Group LLC RIA/Wealth	Martin James Briesach Managing Partner	3.48% $5.7M	130.7K shares	Q4 2024 Held for 11 months	$163.3M
Laurel Wealth Planning LLC RIA/Wealth	Laura Ann Kuntz CEO	3.29% $6.2M	141.7K shares	Q4 2020 Held for 4y 11m	$187.3M
I Intergy Private Wealth, LLC RIA/Wealth	Charles B Dunn Managing Partner	2.24% $7.2M	164.7K shares	Q4 2021 Held for 3y 11m	$319.7M
Archer Investment Management, LLC RIA/Wealth	Richard James Archer President	1.73% $2.8M	64.8K shares	Q3 2025 Held for 2 months	$162.8M
rebel Financial LLC RIA/Wealth	William Phillip Ratcliff President	1.70% $3.6M	82.0K shares	Q2 2025 Held for 5 months	$208.9M
Baron Financial Group, LLC RIA/Wealth	Anthony John Benante Managing Partner	1.10% $2.0M	46.3K shares	Q3 2020 Held for 5y 2m	$182.5M
CRUX WEALTH ADVISORS RIA/Wealth	Travis Price Alexander CEO	1.08% $2.6M	60.3K shares	Q2 2025 Held for 5 months	$243.4M

Hedge Fund Spotlight

Discover hedge funds investing in ESGE

Engineers Gate Manager LP

Hedge Fund • Quant

Portfolio ManagerRobert Gregory Eisner

Portfolio Value: $8.8B
Positions: 2,112
Last Reported: Q3 2025

Sector Allocation

Position in iShares ESG Aware MSCI EM ETF

Market Value: $265.8K
Shares Held: 6.1K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Invesco QQQ Trust QQQ	ETF ETF	$155.2M	1.77%
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$115.3M	1.32%
3 Sabra Healthcare SBRA	REIT - Healthcare Facilities Real Estate	$112.9M	1.29%