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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
6.58%
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 %
AWM
301
Avior Wealth Management
Nebraska
$16K 458 -509 -53%
HFRG
302
Houlihan Financial Resource Group
Virginia
$16K 400 +400 New
GWM
303
Geneos Wealth Management
Colorado
$15K 439 – –
VNA
304
Valley National Advisers
Pennsylvania
$14K 402 +291 +262%
BW
305
Bison Wealth
Georgia
$14K 380 +380 New
TFGT
306
TS Financial Group (TSFG)
Illinois
$12K 334 – –
RCA
307
Rowland Carmichael Advisors
Arizona
$10K 275 -99 -26%
CWM
308
Cranbrook Wealth Management
Michigan
$9K 248 – –
LC
309
Lindbrook Capital
California
$9K 266 +266 New
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$8K 220 – –
AA
311
Advisory Alpha
Michigan
$5K 144 +144 New
HFA
312
High Falls Advisors
New York
$5K 132,374 +3,420 +3%
TFS
313
TrustCore Financial Services
Tennessee
$4K 110 – –
SFPG
314
Stonebridge Financial Planning Group
Florida
$4K 95 – –
LWANC
315
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K 103 +103 New
TIM
316
Tortoise Investment Management
New York
$4K 105 +105 New
FWP
317
FAS Wealth Partners
Kansas
$3K 86 – –
SFSG
318
Sound Financial Strategies Group
Mississippi
$3K 79 – –
EIP
319
Ellis Investment Partners
Pennsylvania
$3K 97 – –
CCM
320
Cribstone Capital Management
Maine
$2K 46 +46 New
EW
321
Evoke Wealth
California
$1K 41 – –
APA
322
American Portfolios Advisors
New York
$926 26 – –
FCA
323
FinTrust Capital Advisors
South Carolina
$643 18,050 -884 -5%
Citadel Advisors
324
Citadel Advisors
Florida
– – -1,423,073 Closed
Jane Street
325
Jane Street
New York
– – -344,447 Closed
11 12
13
14 15