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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 %
PAI
351
Pittenger & Anderson Inc
Nebraska
$156K 3,711 +798 +27%
FFA
352
Founders Financial Alliance
North Carolina
$153K 3,654 +2,654 +265%
EA
353
Elm Advisors
California
$140K 3,345 +3,345 New
BAM
354
Belpointe Asset Management
Nevada
$135K 3,226 +3,226 New
HCA
355
Heck Capital Advisors
Wisconsin
$134K 3,181 +1,433 +82%
LFG
356
Larson Financial Group
Missouri
$133K 3,158 +409 +15%
ADIM
357
Alpha DNA Investment Management
Maryland
$126K 3,009 +3,009 New
VFA
358
Valeo Financial Advisors
Indiana
$110K 2,619 – –
CFD
359
Creative Financial Designs
Indiana
$105K 2,496 +856 +52%
CMBA
360
C.M. Bidwell & Associates
Hawaii
$84K 2,005 +1,215 +154%
CPFP
361
Clear Perspectives Financial Planning
Ohio
$84K 2,000 +2,000 New
ACA
362
Aptus Capital Advisors
Alabama
$75K 1,791 +209 +13%
WTC
363
WhitTier Trust Company
Nevada
$72K 1,725 +180 +12%
RG
364
Retirement Group
California
$71K 1,703 +14 +0.8%
BW
365
Bison Wealth
Georgia
$71K 1,687 +1,307 +344%
GFPC
366
Global Financial Private Client
Florida
$68.7K 1,636 +1,636 New
FCH
367
Freestone Capital Holdings
Washington
$67.7K 1,612 +4 +0.2%
GWM
368
Geneos Wealth Management
Colorado
$64K 7,185 +6,746 +1,537%
HFA
369
HC Financial Advisors
California
$60K 1,426 – –
HPC
370
HM Payson & Co
Maine
$57K 1,364 +336 +33%
SWM
371
Sugarloaf Wealth Management
Georgia
$56K 1,347 +83 +7%
CAL
372
Capital Analysts LLC
Pennsylvania
$55K 1,320 +734 +125%
RIM
373
Rockbridge Investment Management
New York
$47K 1,130 +56 +5%
FP
374
Fiduciary Planning
Florida
$43K 1,016 +8 +0.8%
AP
375
Atwood & Palmer
Missouri
$41K 979 +979 New
13 14
15
16 17