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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

451 hedge funds and large institutions have $6.19B invested in iShares ESG Aware MSCI EM ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 202 increasing their positions, 130 reducing their positions, and 24 closing their positions.

Holders
451
Holders Change
+43
Holders Change %
+10.54%
% of All Funds
7.94%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.49%
New
73
Increased
202
Reduced
130
Closed
24
Calls
$5.15M
Puts
–
Net Calls
+$5.15M
Net Calls Change
+$402K

Top Buyers

1
Jane Street
1
Jane Street
New York
$218M
2
Bank of America
2
Bank of America
North Carolina
$459M
3
Morgan Stanley
3
Morgan Stanley
New York
$358M
4
PP
4
Prudential plc
United Kingdom
$261M
5
Wells Fargo
5
Wells Fargo
California
$92.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.43B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$201M
3
PAS
3
Park Avenue Securities
New York
$149M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$156M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$461K
Name Market Value Shares Shares
Change 		Shares
Change %
SS
451
Simplicity Solutions
Minnesota
– – -244,378 Closed
FWCM
452
Ferguson Wellman Capital Management
Oregon
– – -97,617 Closed
RIA
453
Regal Investment Advisors
Michigan
– – -82,135 Closed
LNWWM
454
Laird Norton Wetherby Wealth Management
California
– – -30,344 Closed
P
455
Pitcairn
Pennsylvania
– – -25,883 Closed
CCFM
456
Clear Creek Financial Management
Washington
– – -22,609 Closed
VAG
457
VisionPoint Advisory Group
Texas
– – -9,778 Closed
VWA
458
Visionary Wealth Advisors
Illinois
– – -8,358 Closed
JFS
459
JD Financial Services
Pennsylvania
– – -6,898 Closed
VC
460
Vicus Capital
Pennsylvania
– – -6,358 Closed
CRWM
461
Castle Rock Wealth Management
California
– – -6,147 Closed
C1AG
462
Client 1st Advisory Group
Florida
– – -5,248 Closed
HR
463
Hayden Royal
North Carolina
– – -5,159 Closed
DC
464
Davenport & Co
Virginia
– – -5,106 Closed
TI
465
tru Independence
Oregon
– – -3,838 Closed
EA
466
Elm Advisors
California
– – -3,345 Closed
FCH
467
Freestone Capital Holdings
Washington
– – -1,612 Closed
MIM
468
Merrion Investment Management
New Jersey
– – -454 Closed
TFGT
469
TS Financial Group (TSFG)
Illinois
– – -435 Closed
PFA
470
Professional Financial Advisors
Nebraska
– – -328 Closed
OIM
471
Oder Investment Management
California
– – -233 Closed
AWG
472
Altus Wealth Group
Colorado
– – -186 Closed
PWPS
473
Pinnacle Wealth Planning Services
Ohio
– – -171 Closed
D
474
Diversified
Delaware
– – -112 Closed
HNB
475
Huntington National Bank
Ohio
– – – –
16 17 18
19
20