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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

549 hedge funds and large institutions have $5.42B invested in iShares ESG Aware MSCI EM ETF in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 205 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+72
Holders Change %
+15.09%
% of All Funds
8.48%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.23%
New
121
Increased
205
Reduced
178
Closed
43
Calls
–
Puts
$926K
Net Calls
-$926K
Net Calls Change
-$3.29M

Top Buyers

1
Jane Street
Jane Street
New York
+$388M
2
Bank of America
Bank of America
North Carolina
+$93.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$28.2M
4
PCA
Personal Capital Advisors
California
+$20.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14.2M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$192M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$127M
3
PP
Prudential plc
United Kingdom
-$125M
4
Osaic Holdings
Osaic Holdings
Arizona
-$22.1M
5
LPL Financial
LPL Financial
California
-$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Allworth Financial
California
$548K +$488K +12,279 +815%
GFPC
302
Global Financial Private Client
Florida
$529K -$69.9K -1,758 -12%
NAMM
303
NorthStar Asset Management (Massachusetts)
Massachusetts
$525K – – –
SB
304
Simmons Bank
Arkansas
$522K – – –
RFA
305
RTD Financial Advisors
Pennsylvania
$521K +$521K +13,105 New
CWP
306
Concord Wealth Partners
Virginia
$516K +$234K +5,878 +83%
CWAG
307
Compton Wealth Advisory Group
Virginia
$513K +$10.8K +272 +2%
G
308
GenTrust
Florida
$513K +$161K +4,018 +46%
LRWA
309
Long Run Wealth Advisors
New York
$513K +$513K +12,938 New
RCM
310
Rain Capital Management
Oregon
$511K +$10.8K +271 +2%
CFA
311
Carroll Financial Associates
North Carolina
$511K +$411K +10,352 +411%
TC
312
Trilogy Capital
California
$505K +$2.98K +75 +0.6%
CCM
313
Coldstream Capital Management
Washington
$503K +$23K +580 +5%
AFAS
314
Acorn Financial Advisory Services
Virginia
$501K -$17.5K -440 -3%
FAIM
315
Financial Advocates Investment Management
Washington
$497K -$694K -16,877 -58%
AG
316
Ascent Group
Virginia
$484K +$484K +12,144 New
FCI
317
Financial Counselors Inc
Kansas
$482K +$55.3K +1,390 +13%
KCA
318
Karn Couzens & Associates
Connecticut
$481K +$26K +655 +6%
SPIA
319
Strategic Point Investment Advisors
Rhode Island
$479K +$30.4K +765 +7%
SPL
320
Smart Portfolios LLC
Washington
$474K +$11K +278 +2%
LNC
321
Lincoln National Corp
Pennsylvania
$474K +$60.8K +1,528 +15%
HR
322
Hardy Reed
Mississippi
$474K +$83.6K +2,104 +21%
FANJ
323
Financial Architects (New Jersey)
New Jersey
$469K +$17.9K +450 +4%
FMN
324
Financial Management Network
California
$466K -$74.2K -1,861 -14%
ECM
325
Evergreen Capital Management
Washington
$463K +$46.2K +1,160 +11%
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