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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

451 hedge funds and large institutions have $6.19B invested in iShares ESG Aware MSCI EM ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 202 increasing their positions, 130 reducing their positions, and 24 closing their positions.

Holders
451
Holders Change
+43
Holders Change %
+10.54%
% of All Funds
7.94%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.49%
New
73
Increased
202
Reduced
130
Closed
24
Calls
$5.15M
Puts
–
Net Calls
+$5.15M
Net Calls Change
+$402K

Top Buyers

1
Jane Street
1
Jane Street
New York
$218M
2
Bank of America
2
Bank of America
North Carolina
$459M
3
Morgan Stanley
3
Morgan Stanley
New York
$358M
4
PP
4
Prudential plc
United Kingdom
$261M
5
Wells Fargo
5
Wells Fargo
California
$92.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.43B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$201M
3
PAS
3
Park Avenue Securities
New York
$149M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$156M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$461K
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
226
Halbert Hargrove Global Advisors
California
$887K 20,473 +1,509 +8%
BDFN
227
Bond & Devick Financial Network
Minnesota
$883K 20,396 -32 -0.2%
MG
228
Mather Group
Illinois
$873K 20,165 +1,374 +7%
RJT
229
Raymond James Trust
Florida
$868K 20,041 +1,052 +6%
JPMPWA
230
J.P. Morgan Private Wealth Advisors
California
$846K 19,537 +1,856 +10%
RZH
231
Relyea Zuckerberg Hanson
Connecticut
$826K 18,613 +105 +0.6%
GIA
232
Goodwin Investment Advisory
Georgia
$824K 19,028 -915 -5%
SDWMA
233
Schneider Downs Wealth Management Advisors
Pennsylvania
$813K 18,768 – –
IA
234
IFP Advisors
Florida
$806K 18,633 -14,836 -44%
SP
235
Successful Portfolios
Florida
$787K 18,172 -4,187 -19%
MIM
236
Macroview Investment Management
Maryland
$764K 17,649 +653 +4%
PCG
237
Private Capital Group
Connecticut
$757K 17,478 -22,687 -56%
YIH
238
Y-Intercept (HK)
Hong Kong
$734K 17,021 +17,021 New
FCA
239
FinTrust Capital Advisors
South Carolina
$733K 16,928 -5,488 -24%
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$731K 16,888 +793 +5%
HIM
241
Hanlon Investment Management
New Jersey
$726K 16,767 -4,227 -20%
Cerity Partners
242
Cerity Partners
New York
$722K 16,666 +711 +4%
RF
243
RHS Financial
California
$710K 16,399 -2,430 -13%
PIA
244
Perennial Investment Advisors
California
$702K 16,203 +1,553 +11%
RW
245
Rede Wealth
Virginia
$695K 16,046 +1,066 +7%
PWA
246
Physician Wealth Advisors
Utah
$693K 15,768 +958 +6%
IFWM
247
Institute for Wealth Management
Colorado
$693K 16,007 +3,693 +30%
KA
248
Kovack Advisors
Florida
$675K 15,586 -107 -0.7%
Principal Financial Group
249
Principal Financial Group
Iowa
$671K 15,496 -2,169 -12%
DWT
250
Dorsey & Whitney Trust
South Dakota
$666K 15,380 +3,300 +27%
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