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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

477 hedge funds and large institutions have $5.45B invested in iShares ESG Aware MSCI EM ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 191 increasing their positions, 180 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+7
Holders Change %
+1.49%
% of All Funds
8.38%
Holding in Top 10
20
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25.93%
% of All Funds
0.35%
New
48
Increased
191
Reduced
180
Closed
32
Calls
$4.43M
Puts
$2.07M
Net Calls
+$2.37M
Net Calls Change
-$4.77M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$511M
2
Goldman Sachs
Goldman Sachs
New York
$137M
3
PCA
Personal Capital Advisors
California
$152M
4
Creative Planning
Creative Planning
Kansas
$35.3M
5
Wells Fargo
Wells Fargo
California
$134M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.12B
2
Morgan Stanley
Morgan Stanley
New York
$274M
3
CS
Credit Suisse
Switzerland
$0
4
LPL Financial
LPL Financial
California
$235M
5
PAS
Park Avenue Securities
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
301
Asset Dedication LLC
California
$465K +$17.4K +421 +4%
HIM
302
Hanlon Investment Management
New Jersey
$463K -$258K -6,229 -36%
FCI
303
Financial Counselors Inc
Kansas
$445K -$7.01K -169 -2%
HDIM
304
Hanson & Doremus Investment Management
Vermont
$442K -$23.9K -577 -5%
SS
305
Sunbelt Securities
Texas
$440K – – –
BF
306
BOK Financial
Oklahoma
$437K +$437K +10,536 New
CAS
307
Cascadia Advisory Services
Oregon
$436K -$81.7K -1,971 -16%
ECM
308
Evergreen Capital Management
Washington
$434K +$11.6K +280 +3%
LNC
309
Lincoln National Corp
Pennsylvania
$431K +$431K +10,385 New
TFO
310
Tarbox Family Office
California
$421K +$51.8K +1,249 +14%
PA
311
Parallel Advisors
California
$419K +$58K +1,401 +16%
TPCW
312
TD Private Client Wealth
New York
$418K +$46.2K +1,114 +12%
BFEC
313
Benjamin F. Edwards & Company
Missouri
$415K -$26K -628 -6%
AWA
314
Aaron Wealth Advisors
Illinois
$415K – – –
Principal Financial Group
315
Principal Financial Group
Iowa
$411K -$277K -6,688 -40%
HR
316
Hardy Reed
Mississippi
$407K +$14.6K +352 +4%
VWA
317
V Wealth Advisors
Kansas
$402K -$90.6K -2,186 -18%
SI
318
Stephens Inc
Arkansas
$399K – – –
COCM
319
Charter Oak Capital Management
New Hampshire
$399K +$128K +3,090 +47%
QCM
320
Quest Capital Management
Texas
$397K +$153K +3,702 +63%
WANY
321
Wealthspire Advisors (New York)
New York
$396K +$396K +9,557 New
BSWM
322
Boston Standard Wealth Management
Massachusetts
$395K +$30.9K +747 +9%
BOPW
323
Brandywine Oak Private Wealth
Pennsylvania
$391K -$67.1K -1,625 -15%
QPWM
324
Quadrant Private Wealth Management
Pennsylvania
$388K -$81.4K -1,965 -17%
DL
325
DOHJ LLC
Washington
$381K +$381K +9,092 New
11 12
13
14 15