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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
$398M
2
Bank of America
Bank of America
North Carolina
$584M
3
Citadel Advisors
Citadel Advisors
Florida
$28.2M
4
PCA
Personal Capital Advisors
California
$167M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.7M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$947M
3
PP
Prudential plc
United Kingdom
$197M
4
Osaic Holdings
Osaic Holdings
Arizona
$94.5M
5
LPL Financial
LPL Financial
California
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
376
Vestmark Advisory Solutions
Massachusetts
$307K -$35.1K -884 -10%
EW
377
Evoke Wealth
California
$305K – – –
GLLW
378
Graves Light Lenhart Wealth
Virginia
$303K – – –
AA
379
Addison Advisors
Vermont
$302K -$489K -12,301 -62%
BIA
380
Bigelow Investment Advisors
Maine
$302K -$16.5K -415 -5%
CWM
381
Congress Wealth Management
Massachusetts
$302K +$302K +7,605 New
RCWMU
382
Rothschild & Co Wealth Management (UK)
United Kingdom
$301K – – –
PHIC
383
Pine Haven Investment Counsel
Massachusetts
$299K +$299K +7,531 New
PA
384
Parallel Advisors
California
$297K -$106K -2,657 -26%
FTUS
385
Flow Traders U.S.
New York
$296K +$296K +7,457 New
SAS
386
Sage Advisory Services
Texas
$294K +$44.3K +1,115 +18%
OFP
387
OLIO Financial Planning
Virginia
$293K +$293K +7,360 New
CAMV
388
Concord Asset Management (Virginia)
Virginia
$293K +$293K +7,367 New
SIC
389
Sigma Investment Counselors
Michigan
$292K – – –
BIA
390
Bell Investment Advisors
California
$292K +$84.8K +2,129 +41%
SFG
391
Sovereign Financial Group
Connecticut
$292K +$292K +7,342 New
KLI
392
Kelman-Lazarov Inc
Tennessee
$291K +$55K +1,382 +23%
JFG
393
JMG Financial Group
Illinois
$289K -$230K -5,776 -44%
DT
394
Diversified Trust
Tennessee
$289K +$24K +605 +9%
AGA
395
Arkos Global Advisors
Texas
$282K +$1.83K +46 +0.7%
MWP
396
Meridian Wealth Partners
Pennsylvania
$282K +$64.3K +1,616 +30%
D
397
Dentgroup
Louisiana
$282K +$282K +7,086 New
GG
398
Gofen & Glossberg
Illinois
$277K +$277K +6,960 New
BFEC
399
Benjamin F. Edwards & Company
Missouri
$276K -$122K -3,069 -31%
AIM
400
Acropolis Investment Management
Missouri
$276K +$276K +6,947 New
14 15
16
17 18