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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 %
MSA
401
Marino Stram & Associates
Massachusetts
$273K -$9.18K -231 -3%
KWM
402
Kingsview Wealth Management
Oregon
$273K +$24.5K +617 +10%
MWM
403
Merriman Wealth Management
Washington
$273K +$273K +6,857 New
GKWIM
404
Gerber Kawasaki Wealth & Investment Management
California
$273K +$273K +7,870 +787,000%
SAM
405
Strategy Asset Managers
California
$272K -$882K -22,213 -76%
DZ Bank
406
DZ Bank
Germany
$271K -$38.7K -972 -13%
APW
407
Austin Private Wealth
Texas
$271K +$14.3K +361 +6%
HCA
408
Heck Capital Advisors
Wisconsin
$270K +$11.8K +298 +5%
AWM
409
Alterna Wealth Management
Texas
$269K +$269K +6,776 New
CPP
410
Capasso Planning Partners
South Carolina
$268K +$268K +6,743 New
KFS
411
Kelly Financial Services
Massachusetts
$268K -$67.2K -1,690 -20%
CTA
412
Chesley Taft & Associates
Illinois
$266K – – –
CIC
413
Carnegie Investment Counsel
Ohio
$264K – – –
WWP
414
Waypoint Wealth Partners
California
$262K – – –
CPIG
415
Chicago Partners Investment Group
Illinois
$262K +$16.7K +422 +7%
FHA
416
Flagship Harbor Advisors
Massachusetts
$260K +$260K +6,544 New
DFA
417
DHK Financial Advisors
New Hampshire
$259K +$259K +6,509 New
SFO
418
Stokes Family Office
Louisiana
$258K +$258K +6,499 New
VC
419
Veracity Capital
Georgia
$257K -$53.3K -1,343 -17%
PP
420
PDS Planning
Ohio
$250K +$49K +1,234 +24%
BF
421
Brooklyn FI
New York
$250K +$250K +6,293 New
EWA
422
EverSource Wealth Advisors
Alabama
$249K +$249K +6,269 New
BAM
423
Baldrige Asset Management
Pennsylvania
$248K +$39.8K +1,002 +19%
C
424
Certuity
Florida
$246K +$246K +6,200 New
SFM
425
Signet Financial Management
New Jersey
$245K +$2.86K +72 +1%
15 16
17
18 19