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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

325 hedge funds and large institutions have $3.47B invested in iShares ESG Aware MSCI EM ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 66 reducing their positions, and 26 closing their positions.

Holders
325
Holders Change
+30
Holders Change %
+10.17%
% of All Funds
6.57%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
59
Increased
161
Reduced
66
Closed
26
Calls
$1.21M
Puts
$5.75M
Net Calls
-$4.54M
Net Calls Change
-$4.54M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$970M
2
BlackRock
2
BlackRock
New York
$152M
3
5L
3
55I LLC
Massachusetts
$36.4M
4
LPL Financial
4
LPL Financial
California
$167M
5
ECM
5
ETrade Capital Management
Virginia
$66.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
PP
2
Prudential plc
United Kingdom
$138M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$120M
5
BCM
5
Brookstone Capital Management
Illinois
$4.95M
Name Market Value Shares Shares
Change 		Shares
Change %
KM
226
Kalos Management
Georgia
$285K 7,360 +7,360 New
FA
227
Forefront Analytics
Pennsylvania
$279K 7,823 +7,823 New
MAM
228
Meeder Asset Management
Ohio
$278K 7,815 -188 -2%
CG
229
Caprock Group
Idaho
$276K 7,754 – –
FIA
230
Foundations Investment Advisors
Arizona
$276K 7,762 +7,762 New
GC
231
Garde Capital
Washington
$272K 7,633 +7,633 New
OBWP
232
O'Brien Wealth Partners
Massachusetts
$270K 7,327 -2,073 -22%
MA
233
Mutual Advisors
Nebraska
$268K 7,532 +366 +5%
HWA
234
Hilltop Wealth Advisors
North Carolina
$266K 7,481 -311 -4%
TC
235
Trilogy Capital
California
$265K 7,448 +7,448 New
FHC
236
First Heartland Consultants
Missouri
$264K 7,412 -438 -6%
JFA
237
JNBA Financial Advisors
Minnesota
$264K 7,421 – –
JWCA
238
J.W. Cole Advisors
Florida
$263K 7,379 +7,379 New
KWM
239
Kingsview Wealth Management
Oregon
$260K 7,305 -417 -5%
CTA
240
Chesley Taft & Associates
Illinois
$259K 7,260 – –
DZ Bank
241
DZ Bank
Germany
$258K 7,284 +7,284 New
MG
242
Mather Group
Illinois
$257K 7,209 +7,209 New
SCA
243
Spearhead Capital Advisors
Florida
$255K 7,154 +7,154 New
VC
244
Vicus Capital
Pennsylvania
$251K 7,062 -10,991 -61%
CFG
245
Cooper Financial Group
California
$250K 7,008 +736 +12%
C1AG
246
Client 1st Advisory Group
Florida
$242K 6,211 -14,814 -70%
TFO
247
Tarbox Family Office
California
$240K 6,738 – –
RFC
248
Regions Financial Corp
Alabama
$240K 6,744 +6,744 New
WIA
249
World Investment Advisors
California
$239K 6,716 +168 +3%
IWM
250
IHT Wealth Management
Illinois
$238K 6,695 +6,695 New
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