ESGE icon

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 %
CIC
251
Carnegie Investment Counsel
Ohio
$237K 6,645 +6,645 New
UCFA
252
United Capital Financial Advisors
Texas
$233K 6,539 +6,539 New
GSWM
253
Golden State Wealth Management
California
$233K 6,543 +6,543 New
V
254
Veritable
Delaware
$229K 6,442 +6,442 New
CF
255
Corrigan Financial
Rhode Island
$229K 6,424 +6,424 New
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$225K 6,263 -23,238 -79%
LA
257
LexAurum Advisors
Kansas
$225K 6,330 +6,330 New
BSWM
258
Boston Standard Wealth Management
Massachusetts
$224K 6,299 +6,299 New
M&T Bank
259
M&T Bank
New York
$211K 5,917 +5,917 New
AIA
260
Arbor Investment Advisors
North Carolina
$211K 5,917 +5,917 New
FC
261
Fiduciary Counselling
Minnesota
$210K 5,891 -508 -8%
FHA
262
First Horizon Advisors
Tennessee
$210K 5,919 – –
WCWM
263
Willow Creek Wealth Management
California
$208K 5,851 +5,851 New
SG
264
StoneX Group
New York
$206K 5,772 +5,772 New
AA
265
Ancora Advisors
Ohio
$169K 4,746 +4,746 New
Citigroup
266
Citigroup
New York
$158K 4,431 +1,721 +64%
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$153K 4,320 +2,724 +171%
HT
268
Hefren-Tillotson
Pennsylvania
$138K 3,876 -476 -11%
FHA
269
Flagship Harbor Advisors
Massachusetts
$105K 2,954 -5,266 -64%
PAI
270
Pittenger & Anderson Inc
Nebraska
$104K 2,913 -2 -0.1%
GRP
271
Global Retirement Partners
California
$102K 2,873 -314 -10%
LFG
272
Larson Financial Group
Missouri
$98K 2,749 +2,395 +677%
VFA
273
Valeo Financial Advisors
Indiana
$93K 2,619 – –
PA
274
Parallel Advisors
California
$87K 2,453 -915 -27%
LFG
275
LifePlan Financial Group
Ohio
$84K 2,349 – –
9 10
11
12 13