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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.

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
1
Bank of America
North Carolina
$511M
2
Goldman Sachs
2
Goldman Sachs
New York
$137M
3
PCA
3
Personal Capital Advisors
California
$152M
4
Creative Planning
4
Creative Planning
Kansas
$35.3M
5
Wells Fargo
5
Wells Fargo
California
$134M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.12B
2
Morgan Stanley
2
Morgan Stanley
New York
$274M
3
CS
3
Credit Suisse
Switzerland
$0
4
LPL Financial
4
LPL Financial
California
$235M
5
PAS
5
Park Avenue Securities
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
426
Ten Capital Wealth Advisors
Washington
$61K – – –
HFA
427
HC Financial Advisors
California
$61K – – –
BCPWM
428
Bradley & Co Private Wealth Management
Florida
$57K +$12.5K +303 +28%
NFSG
429
Newbridge Financial Services Group
Florida
$55K +$49.9K +1,195 +972%
SFPG
430
Stonebridge Financial Planning Group
Florida
$53K -$4.61K -110 -8%
TF
431
TimeScale Financial
Massachusetts
$52K +$17.3K +414 +50%
MA
432
MUFG Americas
New York
$51K +$5.46K +131 +12%
BAM
433
Barrett Asset Management
New York
$48K – – –
RIM
434
Rockbridge Investment Management
New York
$48K +$1.28K +31 +3%
GWM
435
Geneos Wealth Management
Colorado
$45K -$1.93K -47 -4%
HPC
436
HM Payson & Co
Maine
$44K – – –
BWL
437
Bogart Wealth LLC
Virginia
$42K – – –
TFS
438
TrustCore Financial Services
Tennessee
$42K – – –
BCM
439
Bourgeon Capital Management
Connecticut
$41K +$622 +15 +2%
S
440
SignatureFD
Georgia
$40K +$9.48K +229 +31%
BA
441
Bellwether Advisors
Nebraska
$35K – – –
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$34K +$34K +820 New
Barclays
443
Barclays
United Kingdom
$31K -$1.23M -29,744 -98%
AIP
444
Ameritas Investment Partners
Nebraska
$31K – – –
NL
445
NEPC LLC
Massachusetts
$29.2K +$14.3K +346 +96%
4FG
446
4Thought Financial Group
New York
$26K +$2.2K +54 +9%
CFFP
447
Center for Financial Planning
Michigan
$18K – – –
BMD
448
Better Money Decisions
New Mexico
$18K – – –
TWA
449
TCI Wealth Advisors
Arizona
$18K +$18K +424 New
TCM
450
TD Capital Management
Tennessee
$16K +$16K +395 New
16 17
18
19 20