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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 %
FWP
451
FAS Wealth Partners
Kansas
$14K +$6.91K +157 +98%
CWM
452
Cranbrook Wealth Management
Michigan
$11K – – –
EIP
453
Ellis Investment Partners
Pennsylvania
$10K – – –
RIA
454
RPG Investment Advisory
California
$10K +$3.86K +85 +63%
IHWM
455
Iron Horse Wealth Management
Iowa
$9K – – –
AP
456
Atwood & Palmer
Missouri
$9K – – –
LGWM
457
Litman Gregory Wealth Management
California
$8.92K -$115K -114,528 -93%
FI
458
FormulaFolio Investments
Michigan
$8K – – –
CCM
459
Cribstone Capital Management
Maine
$8K – – –
SSW
460
Smith Shellnut Wilson
Mississippi
$8K +$8K +173 New
AWM
461
Avior Wealth Management
Nebraska
$7K – – –
EW
462
Element Wealth
Mississippi
$6K – – –
NFSG
463
Newbridge Financial Services Group
Florida
$6K +$49 +1 +0.8%
HIA
464
Harbor Investment Advisory
Maryland
$6K +$4.46K +104 +289%
TIM
465
Tortoise Investment Management
New York
$5K +$238 +5 +5%
TAM
466
Tucker Asset Management
Colorado
$4.74K – – –
SWA
467
SOA Wealth Advisors
New York
$3K – – –
RFA
468
Reilly Financial Advisors
California
$1K – – –
JCM
469
Jacobi Capital Management
Pennsylvania
$1K +$1K +21 New
FRA
470
Front Row Advisors
California
$1K +$1K +35 New
BBHC
471
Brown Brothers Harriman & Co
New York
$31 – – –
WI
472
Wintrust Investments
Illinois
– -$2.87M -66,232 Closed
3AM
473
3EDGE Asset Management
Florida
– -$2.18M -50,270 Closed
4WM
474
4J Wealth Management
Virginia
– -$1.63M -37,562 Closed
Millennium Management
475
Millennium Management
New York
– -$990K -22,862 Closed
16 17 18
19
20