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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

408 hedge funds and large institutions have $5.77B invested in iShares ESG Aware MSCI EM ETF in 2020 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 243 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
408
Holders Change
+83
Holders Change %
+25.54%
% of All Funds
7.24%
Holding in Top 10
33
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+83.33%
% of All Funds
0.59%
New
105
Increased
243
Reduced
39
Closed
16
Calls
$4.99M
Puts
$244K
Net Calls
+$4.75M
Net Calls Change
+$9.29M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.66B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$254M
3
Morgan Stanley
3
Morgan Stanley
New York
$290M
4
LPL Financial
4
LPL Financial
California
$284M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$177M

Top Sellers

1
SW
1
SteelPeak Wealth
California
$0
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$0
3
PWA
3
Physician Wealth Advisors
Utah
$688K
4
5L
4
55I LLC
Massachusetts
$39M
5
VWA
5
Visionary Wealth Advisors
Illinois
$351K
Name Market Value Shares Shares
Change 		Shares
Change %
KA
226
Kovack Advisors
Florida
$659K 15,693 +2,368 +18%
HTC
227
Haverford Trust Company
Pennsylvania
$633K 15,074 +1,213 +9%
RW
228
Rede Wealth
Virginia
$629K 14,980 +14,980 New
JFA
229
JNBA Financial Advisors
Minnesota
$628K 14,971 +7,550 +102%
MM
230
Main Management
California
$618K 14,729 – –
PIA
231
Perennial Investment Advisors
California
$615K 14,650 +2,199 +18%
LWP
232
Lumature Wealth Partners
Georgia
$600K 14,297 +14,297 New
TCOV
233
Trust Company of Vermont
Vermont
$584K 13,921 +1,030 +8%
AF
234
Affiance Financial
Minnesota
$579K 13,795 +3,811 +38%
MA
235
Mutual Advisors
Nebraska
$572K 13,615 +6,083 +81%
GSWM
236
Golden State Wealth Management
California
$568K 13,520 +6,977 +107%
GC
237
Grimes & Company
Massachusetts
$566K 13,484 +594 +5%
RW
238
REDW Wealth
New Mexico
$566K 13,479 +2,508 +23%
CWM
239
Cabot Wealth Management
Massachusetts
$564K 13,423 +2,734 +26%
SAS
240
Sage Advisory Services
Texas
$540K 12,866 -431 -3%
CIAS
241
Capital Investment Advisory Services
North Carolina
$538K 12,816 +12,816 New
HB
242
Homrich & Berg
Georgia
$535K 12,749 +3,228 +34%
OWA
243
One Wealth Advisors
California
$528K 12,570 +12,570 New
BPA
244
Beacon Pointe Advisors
California
$527K 12,519 +1,074 +9%
HGWM
245
Horst & Graben Wealth Management
Oregon
$520K 12,376 +2,012 +19%
IFWM
246
Institute for Wealth Management
Colorado
$517K 12,314 +3,208 +35%
GAM
247
Gould Asset Management
California
$516K 12,300 +2,330 +23%
Citigroup
248
Citigroup
New York
$510K 12,155 +7,724 +174%
DWT
249
Dorsey & Whitney Trust
South Dakota
$507K 12,080 +700 +6%
UCFA
250
United Capital Financial Advisors
Texas
$498K 11,870 +5,331 +82%
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