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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 %
QCM
326
Quest Capital Management
Texas
$247K 5,887 +5,887 New
WCWM
327
Willow Creek Wealth Management
California
$246K 5,851 – –
PGA
328
Portland Global Advisors
Maine
$246K 5,850 +5,850 New
KWM
329
Kingsview Wealth Management
Oregon
$245K 5,827 -1,478 -20%
BIA
330
Bigelow Investment Advisors
Maine
$236K 5,618 +5,618 New
AFP
331
Ausdal Financial Partners
Iowa
$234K 5,567 +5,567 New
FFG
332
Frisch Financial Group
New York
$233K 5,554 +5,554 New
C1AG
333
Client 1st Advisory Group
Florida
$231K 5,248 -963 -16%
MSFS
334
Main Street Financial Solutions
Pennsylvania
$230K 5,489 +5,489 New
FC
335
Fiduciary Counselling
Minnesota
$229K 5,450 -441 -7%
AWM
336
Alterna Wealth Management
Texas
$229K 5,462 +5,462 New
GRP
337
Global Retirement Partners
California
$228K 5,423 +2,550 +89%
GLLW
338
Graves Light Lenhart Wealth
Virginia
$226K 5,377 +5,377 New
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$224K 5,335 +5,115 +2,325%
AFAS
340
Acorn Financial Advisory Services
Virginia
$224K 5,331 +5,331 New
SFM
341
Signet Financial Management
New Jersey
$221K 5,260 +5,260 New
HR
342
Hayden Royal
North Carolina
$217K 5,159 +5,159 New
DC
343
Davenport & Co
Virginia
$214K 5,106 +5,106 New
PAG
344
Pinnacle Advisory Group
Maryland
$210K 5,003 +5,003 New
KLI
345
Kelman-Lazarov Inc
Tennessee
$209K 4,967 +4,967 New
CB
346
Commerce Bank
Missouri
$205K 4,890 +4,890 New
JFGLC
347
Johnson Financial Group LLC (Colorado)
Colorado
$203K 4,847 +4,847 New
Renaissance Technologies
348
Renaissance Technologies
New York
$202K 4,800 -24,200 -83%
TI
349
tru Independence
Oregon
$161K 3,838 +3,838 New
HT
350
Hefren-Tillotson
Pennsylvania
$160K 3,816 -60 -2%
12 13
14
15 16