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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 %
FCI
301
Financial Counselors Inc
Kansas
$492K +$192K +4,251 +64%
KCA
302
Karn Couzens & Associates
Connecticut
$489K -$197K -4,371 -29%
SPIA
303
Strategic Point Investment Advisors
Rhode Island
$489K +$6.1K +135 +1%
ADL
304
Asset Dedication LLC
California
$489K +$74.7K +1,654 +18%
NCM
305
Neumann Capital Management
California
$488K +$488K +10,800 New
OFG
306
OmniStar Financial Group
North Carolina
$482K -$23.8K -527 -5%
BFEC
307
Benjamin F. Edwards & Company
Missouri
$480K +$99.8K +2,211 +26%
SPL
308
Smart Portfolios LLC
Washington
$479K +$479K +10,604 New
FFG
309
Frisch Financial Group
New York
$472K +$1.58K +35 +0.3%
ECM
310
Evergreen Capital Management
Washington
$460K +$86.8K +1,925 +23%
SB
311
Simmons Bank
Arkansas
$455K +$455K +10,087 New
AWA
312
Aaron Wealth Advisors
Illinois
$453K +$214K +4,740 +90%
SS
313
Sunbelt Securities
Texas
$440K +$99.4K +2,262 +29%
HI
314
Harbour Investments
Wisconsin
$437K +$130K +2,884 +42%
SI
315
Stephens Inc
Arkansas
$434K – – –
HR
316
Hardy Reed
Mississippi
$427K +$57.3K +1,270 +15%
TA
317
TrueWealth Advisors
Alabama
$425K +$84.9K +1,879 +25%
BCM
318
Brasada Capital Management
Texas
$420K +$16.3K +361 +4%
BWM
319
BerganKDV Wealth Management
Minnesota
$411K +$52.3K +1,159 +15%
TPCW
320
TD Private Client Wealth
New York
$406K +$78.8K +1,746 +24%
TFO
321
Tarbox Family Office
California
$402K – – –
HDIM
322
Hanson & Doremus Investment Management
Vermont
$401K – – –
JIP
323
Jaffetilchin Investment Partners
Florida
$398K +$398K +9,131 New
BSWM
324
Boston Standard Wealth Management
Massachusetts
$397K +$80K +1,770 +25%
CWAG
325
Compton Wealth Advisory Group
Virginia
$397K +$84.3K +1,869 +27%
11 12
13
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