ESGE icon

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 Holding Trade Value Shares
Change 		Shares
Change %
AAM
251
Autus Asset Management
Arizona
$493K +$55.2K +1,315 +13%
PA
252
Paracle Advisors
Washington
$477K +$12.4K +295 +3%
HDIM
253
Hanson & Doremus Investment Management
Vermont
$472K – – –
CTC
254
Central Trust Company
Missouri
$467K +$94.2K +2,245 +25%
QPWM
255
Quadrant Private Wealth Management
Pennsylvania
$464K +$464K +11,042 New
FHC
256
First Heartland Consultants
Missouri
$449K +$138K +3,284 +44%
AWA
257
Alaska Wealth Advisors
Alaska
$447K -$235K -5,600 -34%
AWP
258
Abacus Wealth Partners
California
$440K +$440K +10,488 New
PWM
259
Perigon Wealth Management
California
$437K +$25.8K +615 +6%
BJL
260
Brighton Jones LLC
Washington
$429K +$91.5K +2,179 +27%
APC
261
Aspire Private Capital
North Carolina
$429K +$92K +2,191 +27%
TC
262
Trilogy Capital
California
$425K +$112K +2,673 +36%
GBBWRPM
263
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$422K +$422K +10,051 New
AC
264
Apella Capital
Connecticut
$413K +$413K +9,832 New
VAG
265
VisionPoint Advisory Group
Texas
$410K -$66.3K -1,582 -14%
FHA
266
First Horizon Advisors
Tennessee
$408K +$160K +3,804 +64%
CB
267
Community Bank
New York
$405K -$37.1K -885 -8%
SI
268
Stephens Inc
Arkansas
$404K +$404K +9,620 New
ADL
269
Asset Dedication LLC
California
$402K +$61.5K +1,458 +18%
IWM
270
IHT Wealth Management
Illinois
$399K +$118K +2,810 +42%
IWS
271
Insight Wealth Strategies
California
$397K +$397K +9,463 New
SPIA
272
Strategic Point Investment Advisors
Rhode Island
$396K +$396K +8,870 New
VCM
273
Vision Capital Management
Oregon
$388K -$50.1K -1,193 -11%
RCWMU
274
Rothschild & Co Wealth Management (UK)
United Kingdom
$388K – – –
GC
275
Garde Capital
Washington
$380K +$59.6K +1,420 +19%
9 10
11
12 13