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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

270 hedge funds and large institutions have $1.87B invested in iShares ESG Aware MSCI EM ETF in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+99
Holders Change %
+57.89%
% of All Funds
5.96%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.27%
New
121
Increased
106
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$451M
2
Bank of America
Bank of America
North Carolina
$168M
3
LPL Financial
LPL Financial
California
$69.6M
4
Morgan Stanley
Morgan Stanley
New York
$74.7M
5
PAS
Park Avenue Securities
New York
$52.5M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.52M
3
MWM
Merriman Wealth Management
Washington
$0
4
GC
Garde Capital
Washington
$0
5
FWM
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
226
Valeo Financial Advisors
Indiana
$75K +$1.75K +61 +2%
LWM
227
Lenox Wealth Management
Ohio
$74K +$74K +2,740 New
GRP
228
Global Retirement Partners
California
$65K +$41.5K +1,527 +177%
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$53K +$53K +1,938 New
LFG
230
LifePlan Financial Group
Ohio
$51K +$43.7K +1,606 +595%
EP
231
Eudaimonia Partners
Tennessee
$51K +$51K +1,846 New
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$50K +$50K +1,910 New
HPC
233
HM Payson & Co
Maine
$46K -$27.5K -1,000 -37%
FHA
234
First Horizon Advisors
Tennessee
$46K -$1.26K -46 -3%
TF
235
TimeScale Financial
Massachusetts
$45K +$45K +1,659 New
HCA
236
Heck Capital Advisors
Wisconsin
$44.5K -$5.47K -200 -11%
Citigroup
237
Citigroup
New York
$41K +$16.4K +594 +67%
HFA
238
HC Financial Advisors
California
$39K +$39K +1,426 New
SWM
239
Sugarloaf Wealth Management
Georgia
$35K +$35K +1,264 New
LSA
240
Lion Street Advisors
Texas
$34K +$34K +1,252 New
OAM
241
Oppenheimer Asset Management
New York
$32K +$32K +1,176 New
GSWM
242
Golden State Wealth Management
California
$31K +$31K +1,143 New
WTC
243
WhitTier Trust Company
Nevada
$23K – – –
DWM
244
Darwin Wealth Management
Florida
$23K +$23K +849 New
ACA
245
Atlas Capital Advisors
Wyoming
$21.2K +$21.2K +774 New
NFG
246
Next Financial Group
Texas
$21K +$17.9K +655 +575%
AIP
247
Ameritas Investment Partners
Nebraska
$20K – – –
FEG
248
Financial Enhancement Group
Indiana
$14K – – –
AIC
249
Ameritas Investment Company
Nebraska
$12K +$12K +453 New
GWM
250
Geneos Wealth Management
Colorado
$11K – – –
8 9
10
11 12