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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
1
Envestnet Asset Management
Illinois
$1.68B
2
PP
2
Prudential plc
United Kingdom
$366M
3
Goldman Sachs
3
Goldman Sachs
New York
$116M
4
CS
4
Credit Suisse
Switzerland
$46.4M
5
Bank of America
5
Bank of America
North Carolina
$518M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.58M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.63M
3
Citadel Advisors
3
Citadel Advisors
Florida
$296K
4
Creative Planning
4
Creative Planning
Kansas
$18.3M
5
SWM
5
Sugarloaf Wealth Management
Georgia
$71K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
376
Sage Advisory Services
Texas
$265K -$75.3K -1,667 -22%
KWM
377
Kingsview Wealth Management
Oregon
$265K +$3.99K +89 +2%
WCWM
378
Willow Creek Wealth Management
California
$264K – – –
PGA
379
Portland Global Advisors
Maine
$264K – – –
HWA
380
Heritage Way Advisors
Illinois
$258K +$258K +5,714 New
SFM
381
Signet Financial Management
New Jersey
$257K -$856 -19 -0.3%
FEG
382
Fund Evaluation Group
Ohio
$255K +$255K +5,649 New
CCM
383
Covington Capital Management
California
$255K +$255K +5,658 New
MSFS
384
Main Street Financial Solutions
Pennsylvania
$254K +$4.65K +103 +2%
SWG
385
Summit Wealth Group
Vermont
$254K +$186K +4,126 +274%
WCFA
386
Walkner Condon Financial Advisors
Wisconsin
$252K +$271 +6 +0.1%
CCA
387
Cobblestone Capital Advisors
New York
$249K +$20.6K +456 +9%
CT
388
Cambridge Trust
Massachusetts
$241K -$199K -4,399 -45%
KLI
389
Kelman-Lazarov Inc
Tennessee
$236K -$14.5K -320 -6%
MCWS
390
McKinley Carter Wealth Services
West Virginia
$233K +$233K +5,167 New
KM
391
Kalos Management
Georgia
$229K -$85K -1,990 -27%
PP
392
PDS Planning
Ohio
$228K +$947 +21 +0.4%
FC
393
Fiduciary Counselling
Minnesota
$226K -$20.4K -451 -8%
CA
394
Continuum Advisory
Idaho
$226K +$226K +4,998 New
WS
395
Wedbush Securities
California
$223K +$223K +4,941 New
ST
396
Spinnaker Trust
Maine
$220K +$220K +4,879 New
1SB
397
1ST Source Bank
Indiana
$219K +$10.9K +242 +5%
CAL
398
Capital Analysts LLC
Pennsylvania
$215K +$101K +2,241 +89%
WSTAM
399
Wilbanks Smith & Thomas Asset Management
Virginia
$211K -$32.2K -714 -13%
HNB
400
Huntington National Bank
Ohio
$211K +$211K +4,676 New
14 15
16
17 18