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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 %
AC
251
AlphaCore Capital
California
$11K +$11K +409 New
CAL
252
Capital Analysts LLC
Pennsylvania
$10K +$10K +364 New
CWM
253
Cranbrook Wealth Management
Michigan
$8K – – –
SF
254
Synovus Financial
Georgia
$8K +$3.32K +110 +71%
TFGT
255
TS Financial Group (TSFG)
Illinois
$6K +$6K +235 New
AWA
256
Arkadios Wealth Advisors
Georgia
$5.53K +$411 +15 +8%
FWP
257
FAS Wealth Partners
Kansas
$5K +$287 +10 +6%
EW
258
Evoke Wealth
California
$3.53K +$3.53K +129 New
HF
259
Halpern Financial
Virginia
$3.01K +$3.01K +110 New
VNA
260
Valley National Advisers
Pennsylvania
$3K – – –
TFS
261
TrustCore Financial Services
Tennessee
$3K – – –
APC
262
Aspire Private Capital
North Carolina
$3K – – –
SFPG
263
Stonebridge Financial Planning Group
Florida
$3K +$3K +95 New
EIP
264
Ellis Investment Partners
Pennsylvania
$2K – – –
CGI
265
Cougar Global Investments
Ontario, Canada
$2K +$316 +9 +19%
VCP
266
Verus Capital Partners
Arizona
$2K +$780 +32 +64%
SFSG
267
Sound Financial Strategies Group
Mississippi
$2K +$2K +79 New
AA
268
Advisory Alpha
Michigan
$1.52K +$1.52K +53 New
APA
269
American Portfolios Advisors
New York
$1.29K +$1.29K +47 New
WAP
270
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +47 New
VMPIC
271
Varma Mutual Pension Insurance Co
Finland
– -$62.1M -1,726,988 Closed
MWM
272
Merriman Wealth Management
Washington
– -$1.05M -29,300 Closed
GC
273
Garde Capital
Washington
– -$714K -19,885 Closed
FWM
274
Frontier Wealth Management
Missouri
– -$642K -17,876 Closed
ACM
275
Anfield Capital Management
California
– -$317K -8,941 Closed
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