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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 Market Value Shares Shares
Change 		Shares
Change %
SCA
301
Spearhead Capital Advisors
Florida
$303K 7,213 +59 +0.8%
WCFA
302
Walkner Condon Financial Advisors
Wisconsin
$298K 7,087 +7,087 New
AGA
303
Arkos Global Advisors
Texas
$298K 7,096 +7,096 New
PA
304
Parallel Advisors
California
$297K 7,073 +4,620 +188%
CA
305
CGN Advisors
Kansas
$294K 7,010 +7,010 New
PP
306
Prosperity Planning
Missouri
$293K 6,970 +6,970 New
JFS
307
JD Financial Services
Pennsylvania
$290K 6,898 +6,898 New
APA
308
American Portfolios Advisors
New York
$286K 6,821 +6,795 +26,135%
CF
309
Corrigan Financial
Rhode Island
$284K 6,770 +346 +5%
TFO
310
Tarbox Family Office
California
$283K 6,738 – –
KFS
311
Kelly Financial Services
Massachusetts
$280K 6,673 +4,747 +246%
RFC
312
Regions Financial Corp
Alabama
$280K 6,688 -56 -0.8%
CRWM
313
Castle Rock Wealth Management
California
$280K 6,147 +6,147 New
CIC
314
Carnegie Investment Counsel
Ohio
$279K 6,645 – –
FCI
315
Financial Counselors Inc
Kansas
$279K 6,646 +6,646 New
WWP
316
Waypoint Wealth Partners
California
$277K 6,590 +6,590 New
LA
317
LexAurum Advisors
Kansas
$276K 6,576 +246 +4%
ECM
318
Evergreen Capital Management
Washington
$276K 6,571 +6,571 New
KM
319
Kalos Management
Georgia
$272K 5,870 -1,490 -20%
CW
320
CreativeOne Wealth
Kansas
$272K 6,488 +6,488 New
BSWM
321
Boston Standard Wealth Management
Massachusetts
$269K 6,414 +115 +2%
VC
322
Vicus Capital
Pennsylvania
$267K 6,358 -704 -10%
AIA
323
Arbor Investment Advisors
North Carolina
$250K 5,956 +39 +0.7%
TFA
324
TPG Financial Advisors
Oregon
$249K 5,923 +5,923 New
FANJ
325
Financial Architects (New Jersey)
New Jersey
$249K 5,941 +5,941 New
11 12
13
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