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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 %
GC
251
Garde Capital
Washington
$843K +$311K +6,880 +58%
SP
252
Successful Portfolios
Florida
$840K +$19.6K +435 +2%
LF
253
Lantz Financial
Illinois
$833K +$612K +13,566 +278%
MIM
254
Macroview Investment Management
Maryland
$823K +$26.3K +582 +3%
HIM
255
Hanlon Investment Management
New Jersey
$786K +$29.1K +645 +4%
RW
256
Rede Wealth
Virginia
$775K +$50.7K +1,123 +7%
IFWM
257
Institute for Wealth Management
Colorado
$763K +$39.8K +882 +6%
WWM
258
Western Wealth Management
Colorado
$752K +$752K +16,605 New
FCA
259
FinTrust Capital Advisors
South Carolina
$750K -$14.6K -324 -2%
Principal Financial Group
260
Principal Financial Group
Iowa
$750K +$50.4K +1,117 +7%
PIA
261
Perennial Investment Advisors
California
$733K +$994 +22 +0.1%
BPA
262
Beacon Pointe Advisors
California
$726K +$104K +2,309 +17%
GIA
263
Goodwin Investment Advisory
Georgia
$714K -$146K -3,233 -17%
CWM
264
Cabot Wealth Management
Massachusetts
$705K +$54K +1,195 +8%
AF
265
Affiance Financial
Minnesota
$704K +$31.8K +704 +5%
MGWM
266
Marks Group Wealth Management
Minnesota
$700K +$700K +15,500 New
DWT
267
Dorsey & Whitney Trust
South Dakota
$694K – – –
BJL
268
Brighton Jones LLC
Washington
$691K +$4.11K +91 +0.6%
SG
269
StoneX Group
New York
$685K +$252K +5,571 +58%
AA
270
Addison Advisors
Vermont
$681K +$681K +15,087 New
MM
271
Main Management
California
$665K – – –
AAM
272
Autus Asset Management
Arizona
$660K +$49.7K +1,100 +8%
RW
273
REDW Wealth
New Mexico
$657K – – –
TCOV
274
Trust Company of Vermont
Vermont
$656K +$452 +10 +0.1%
CWM
275
Cornerstone Wealth Management
Missouri
$649K -$24.7K -548 -4%
9 10
11
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