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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 %
HB
276
Homrich & Berg
Georgia
$644K +$27.7K +614 +4%
VC
277
Veracity Capital
Georgia
$643K -$607K -13,457 -49%
KA
278
Kovack Advisors
Florida
$637K -$66.2K -1,468 -9%
IWS
279
Insight Wealth Strategies
California
$630K -$1.21M -26,895 -66%
PFGIA
280
Patriot Financial Group Insurance Agency
Massachusetts
$629K -$134K -2,959 -18%
HWA
281
Hilltop Wealth Advisors
North Carolina
$614K +$163K +3,617 +36%
CB
282
Community Bank
New York
$611K -$9.48K -210 -2%
NAMM
283
NorthStar Asset Management (Massachusetts)
Massachusetts
$596K – – –
AFAS
284
Acorn Financial Advisory Services
Virginia
$592K +$216K +4,797 +58%
AWA
285
Alaska Wealth Advisors
Alaska
$587K +$113K +2,505 +24%
TC
286
Trilogy Capital
California
$576K +$88.9K +2,019 +18%
JFG
287
JMG Financial Group
Illinois
$573K +$271K +6,000 +90%
GAM
288
Gould Asset Management
California
$572K +$3.61K +80 +0.6%
RCM
289
Rain Capital Management
Oregon
$568K +$2.85K +63 +0.5%
CAS
290
Cascadia Advisory Services
Oregon
$564K +$82.7K +1,833 +17%
FHC
291
First Heartland Consultants
Missouri
$563K +$84.3K +1,869 +18%
FMN
292
Financial Management Network
California
$561K +$142K +3,163 +34%
GFPC
293
Global Financial Private Client
Florida
$547K +$359K +8,021 +191%
CCM
294
Coldstream Capital Management
Washington
$545K +$545K +12,084 New
FANJ
295
Financial Architects (New Jersey)
New Jersey
$544K +$189K +4,190 +53%
VWA
296
V Wealth Advisors
Kansas
$537K +$143K +3,171 +36%
1WM
297
1900 Wealth Management
Texas
$525K +$525K +11,619 New
VCM
298
Vision Capital Management
Oregon
$523K +$90.6K +2,007 +21%
QPWM
299
Quadrant Private Wealth Management
Pennsylvania
$512K +$17.8K +394 +4%
BOPW
300
Brandywine Oak Private Wealth
Pennsylvania
$501K +$202K +4,482 +68%
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