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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.

New
Increased
Maintained
Reduced
Closed
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 %
HWA
451
Heritage Wealth Advisors
Virginia
$15.1K +$15.1K +365 New
PP
452
PrairieView Partners
Minnesota
$15K – – –
WT
453
Washington Trust
Rhode Island
$14K +$14K +326 New
FWP
454
FAS Wealth Partners
Kansas
$13K – – –
CWM
455
Cranbrook Wealth Management
Michigan
$10K – – –
JCM
456
Jacobi Capital Management
Pennsylvania
$10K +$9.16K +229 +1,090%
EIP
457
Ellis Investment Partners
Pennsylvania
$9K – – –
RIA
458
RPG Investment Advisory
California
$9K +$200 +5 +2%
IHWM
459
Iron Horse Wealth Management
Iowa
$8K – – –
CCM
460
Cribstone Capital Management
Maine
$8K +$1.07K +26 +15%
HIA
461
Harbor Investment Advisory
Maryland
$8K +$2.17K +52 +37%
EVM
462
Eaton Vance Management
Massachusetts
$8K +$8K +190 New
IFAM
463
Institutional & Family Asset Management
Colorado
$8K +$8K +194 New
AWM
464
Avior Wealth Management
Nebraska
$7K – – –
SSW
465
Smith Shellnut Wilson
Mississippi
$5K -$2.46K -57 -33%
EW
466
Element Wealth
Mississippi
$5K – – –
TAM
467
Tucker Asset Management
Colorado
$4.4K – – –
HNB
468
Huntington National Bank
Ohio
$4K -$211K -4,676 Closed
Franklin Resources
469
Franklin Resources
California
$4K +$4K +100 New
FRA
470
Front Row Advisors
California
$3K +$1.69K +45 +129%
GI
471
Gradient Investments
Minnesota
$3K +$3K +68 New
GPA
472
Guidance Point Advisors
Massachusetts
$2K +$2K +57 New
RFA
473
Reilly Financial Advisors
California
$1K – – –
GKWIM
474
Gerber Kawasaki Wealth & Investment Management
California
$1K +$1K +1 New
HWA
475
HHM Wealth Advisors
Tennessee
$1K +$1K +22 New
17 18
19
20 21