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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 %
SFM
376
Signet Financial Management
New Jersey
$252K +$16K +387 +7%
PGA
377
Portland Global Advisors
Maine
$248K +$5.59K +135 +2%
OBWG
378
Onyx Bridge Wealth Group
New York
$248K +$248K +5,799 New
RCAG
379
Rehmann Capital Advisory Group
Michigan
$248K -$52K -1,254 -17%
IAN
380
Integrated Advisors Network
Texas
$247K -$20.3K -490 -8%
KLI
381
Kelman-Lazarov Inc
Tennessee
$246K +$29.6K +714 +14%
AP
382
Appleton Partners
Massachusetts
$243K +$243K +5,862 New
WCWM
383
Willow Creek Wealth Management
California
$242K – – –
LWP
384
Lumature Wealth Partners
Georgia
$241K -$34.7K -836 -13%
MSFS
385
Main Street Financial Solutions
Pennsylvania
$239K +$5.44K +131 +2%
3LCM
386
3D/L Capital Management
Connecticut
$237K -$86.3K -2,084 -27%
CCM
387
Covington Capital Management
California
$234K – – –
FEG
388
Fund Evaluation Group
Ohio
$234K – – –
CCA
389
Cobblestone Capital Advisors
New York
$229K +$498 +12 +0.2%
MWP
390
Meridian Wealth Partners
Pennsylvania
$227K -$3.89M -93,863 -94%
WCFA
391
Walkner Condon Financial Advisors
Wisconsin
$220K -$11.9K -287 -5%
ST
392
Spinnaker Trust
Maine
$220K +$17.8K +430 +9%
BAM
393
Baldrige Asset Management
Pennsylvania
$217K +$40.2K +971 +23%
BIA
394
Bell Investment Advisors
California
$216K +$216K +5,206 New
MCWS
395
McKinley Carter Wealth Services
West Virginia
$211K -$2.48K -60 -1%
PP
396
PDS Planning
Ohio
$210K – – –
1SB
397
1ST Source Bank
Indiana
$209K +$7.62K +184 +4%
SEIA
398
Signature Estate & Investment Advisors
California
$209K +$209K +5,041 New
HA
399
Harborview Advisors
Maine
$208K +$208K +5,027 New
KM
400
Kalos Management
Georgia
$207K -$18.9K -449 -8%
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16
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