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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 %
EW
401
Element Wealth
Mississippi
$5K 124 +124 New
BCM
402
Bourgeon Capital Management
Connecticut
$5K 130 +130 New
TIM
403
Tortoise Investment Management
New York
$4K 105 – –
SFPG
404
Stonebridge Financial Planning Group
Florida
$4K 95 – –
FWP
405
FAS Wealth Partners
Kansas
$4K 87 +1 +1%
D
406
Diversified
Delaware
$4K 112 +112 New
CCM
407
Cribstone Capital Management
Maine
$3K 73 +27 +59%
HIA
408
Harbor Investment Advisory
Maryland
$2K 36 +33 +1,100%
TAM
409
Tucker Asset Management
Colorado
$1.47K 35 +35 New
SW
410
SteelPeak Wealth
California
– – -256,056 Closed
Qube Research & Technologies (QRT)
411
Qube Research & Technologies (QRT)
United Kingdom
– – -195,913 Closed
Natixis Advisors
412
Natixis Advisors
Massachusetts
– – -68,606 Closed
WI
413
Wintrust Investments
Illinois
– – -68,301 Closed
CC
414
Copperleaf Capital
North Carolina
– – -41,637 Closed
FAIM
415
Financial Advocates Investment Management
Washington
– – -18,765 Closed
WWM
416
Western Wealth Management
Colorado
– – -13,805 Closed
G
417
GenTrust
Florida
– – -10,866 Closed
JWCA
418
J.W. Cole Advisors
Florida
– – -7,379 Closed
V
419
Veritable
Delaware
– – -6,442 Closed
FHA
420
Flagship Harbor Advisors
Massachusetts
– – -2,954 Closed
LC
421
Lindbrook Capital
California
– – -266 Closed
AA
422
Advisory Alpha
Michigan
– – -144 Closed
LWANC
423
Laurel Wealth Advisors (North Carolina)
North Carolina
– – -103 Closed
SFSG
424
Sound Financial Strategies Group
Mississippi
– – -79 Closed
CPW
425
Catalyst Private Wealth
California
– – -2 Closed
14 15 16
17
18