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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 %
LA
401
Latitude Advisors
Florida
$210K +$210K +4,661 New
FCIM
402
Fairview Capital Investment Management
California
$206K +$206K +4,575 New
BBW
403
Blue Barn Wealth
Utah
$203K +$203K +4,494 New
BAM
404
Belpointe Asset Management
Nevada
$202K +$9.15K +203 +5%
CMO
405
Covenant Multifamily Offices
Texas
$202K +$202K +4,481 New
AC
406
Arjuna Capital
North Carolina
$200K +$200K +4,438 New
PAI
407
Pittenger & Anderson Inc
Nebraska
$197K +$2.35K +52 +1%
BAM
408
Baldrige Asset Management
Pennsylvania
$193K +$193K +4,269 New
TI
409
tru Independence
Oregon
$190K +$190K +4,219 New
CFD
410
Creative Financial Designs
Indiana
$189K +$33.8K +748 +22%
CWP
411
Concord Wealth Partners
Virginia
$185K +$185K +4,095 New
CPFP
412
Clear Perspectives Financial Planning
Ohio
$173K +$72.4K +1,603 +72%
ACA
413
Aptus Capital Advisors
Alabama
$149K +$26.9K +594 +22%
CWA
414
Clearview Wealth Advisors
Oregon
$136K -$198K -4,409 -59%
WTC
415
WhitTier Trust Company
Nevada
$98K – – –
CFA
416
Carroll Financial Associates
North Carolina
$94K +$94K +2,090 New
CMBA
417
C.M. Bidwell & Associates
Hawaii
$85K +$2.04K +45 +2%
RG
418
Retirement Group
California
$80K +$3.12K +69 +4%
OC
419
Oakworth Capital
Alabama
$80K +$80K +1,772 New
BW
420
Bison Wealth
Georgia
$76K – – –
Bank of Montreal
421
Bank of Montreal
Ontario, Canada
$74K -$406K -8,885 -85%
SWM
422
Sugarloaf Wealth Management
Georgia
$71K -$8.95M -198,189 -99%
HFA
423
HC Financial Advisors
California
$66K – – –
TCWA
424
Ten Capital Wealth Advisors
Washington
$66K – – –
SFPG
425
Stonebridge Financial Planning Group
Florida
$61K – – –
15 16
17
18 19