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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 285 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.21%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
285
Reduced
81
Closed
23
Calls
$7.13M
Puts
–
Net Calls
+$7.13M
Net Calls Change
+$1.98M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.68B
2
PP
Prudential plc
United Kingdom
$366M
3
Goldman Sachs
Goldman Sachs
New York
$116M
4
CS
Credit Suisse
Switzerland
$46.4M
5
Bank of America
Bank of America
North Carolina
$518M

Top Sellers

1
Jane Street
Jane Street
New York
$1.58M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.63M
3
Citadel Advisors
Citadel Advisors
Florida
$296K
4
Creative Planning
Creative Planning
Kansas
$18.3M
5
SWM
Sugarloaf Wealth Management
Georgia
$71K
Name Holding Trade Value Shares
Change 		Shares
Change %
HHGA
226
Halbert Hargrove Global Advisors
California
$1.09M +$162K +3,581 +17%
CCFM
227
Clear Creek Financial Management
Washington
$1.09M +$1.09M +24,062 New
CFG
228
Cooper Financial Group
California
$1.08M +$29.5K +654 +3%
HGWM
229
Horst & Graben Wealth Management
Oregon
$1.07M +$104K +2,313 +11%
FFN
230
Focus Financial Network
Minnesota
$1.06M +$63.7K +1,411 +6%
BDWM
231
Brewin Dolphin Wealth Management
Ireland
$1.05M – – –
PPW
232
Parcion Private Wealth
Washington
$1.03M – – –
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$1.01M – – –
Renaissance Technologies
234
Renaissance Technologies
New York
$980K -$2.32M -51,300 -70%
RF
235
RHS Financial
California
$980K +$240K +5,312 +32%
IA
236
IFP Advisors
Florida
$941K +$103K +2,297 +12%
MG
237
Mather Group
Illinois
$917K +$6.23K +138 +0.7%
BDFN
238
Bond & Devick Financial Network
Minnesota
$906K -$14.9K -330 -2%
IA
239
IFG Advisory
Georgia
$898K -$66.2K -1,466 -7%
CB
240
Commerce Bank
Missouri
$894K +$232K +5,135 +35%
RJT
241
Raymond James Trust
Florida
$889K -$15.9K -353 -2%
GC
242
Grimes & Company
Massachusetts
$889K +$206K +4,561 +30%
PI
243
PFS Investments
Georgia
$884K -$130K -2,970 -13%
CAG
244
Csenge Advisory Group
Florida
$876K +$200K +4,460 +30%
MIS
245
Morningstar Investment Services
Illinois
$864K +$192K +4,237 +29%
APC
246
Aspire Private Capital
North Carolina
$856K +$177K +3,923 +26%
RZH
247
Relyea Zuckerberg Hanson
Connecticut
$853K +$12.9K +285 +2%
SDWMA
248
Schneider Downs Wealth Management Advisors
Pennsylvania
$847K – – –
PWA
249
Physician Wealth Advisors
Utah
$847K +$157K +3,578 +23%
PWM
250
Perigon Wealth Management
California
$846K +$401K +8,875 +90%
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