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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

61 hedge funds and large institutions have $158M invested in iShares ESG Aware MSCI EM ETF in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+17
Holders Change %
+38.64%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
29
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$41.8M
2
Bank of America
2
Bank of America
North Carolina
$51.1M
3
Jane Street
3
Jane Street
New York
$11.9M
4
BlackRock
4
BlackRock
New York
$8.27M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.27M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
CG
4
Caprock Group
Idaho
$0
5
GAM
5
Gould Asset Management
California
$227K
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
26
RegentAtlantic Capital
New Jersey
$336K +$336K +8,878 New
TCOV
27
Trust Company of Vermont
Vermont
$303K +$99.4K +2,626 +49%
B
28
Bailard
California
$297K +$297K +7,850 New
MWM
29
Mission Wealth Management
California
$259K +$259K +6,844 New
BCI
30
Brinker Capital Investments
Pennsylvania
$229K +$681 +18 +0.3%
GAM
31
Gould Asset Management
California
$227K -$92.3K -2,440 -29%
WTC
32
WhitTier Trust Company
Nevada
$151K +$136K +3,590 +898%
FANJ
33
Financial Architects (New Jersey)
New Jersey
$138K +$60.5K +1,600 +78%
AG
34
Advisor Group
Arizona
$132K +$61.8K +1,632 +88%
SIAP
35
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$106K +$53K +1,400 +100%
RFC
36
Regions Financial Corp
Alabama
$97K +$97K +2,558 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$91K – – –
IA
38
IFP Advisors
Florida
$86K – – –
SFM
39
Signet Financial Management
New Jersey
$76K +$76K +2,000 New
WF
40
WealthTrust Fairport
Ohio
$74K +$74K +1,964 New
CJA
41
C-J Advisory
California
$73K +$73K +1,954 New
BBA
42
Braun-Bostich & Associates
Pennsylvania
$54K +$54K +1,432 New
HCA
43
Heck Capital Advisors
Wisconsin
$43.2K +$25.4K +672 +144%
FHA
44
First Horizon Advisors
Tennessee
$43K +$43K +1,162 New
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$40K +$1.49K +40 +4%
Wells Fargo
46
Wells Fargo
California
$38K -$27.6K -726 -42%
GRP
47
Global Retirement Partners
California
$35K +$19.6K +518 +127%
FEG
48
Financial Enhancement Group
Indiana
$26K +$26K +692 New
LFA
49
Legacy Financial Advisors
Kentucky
$25K +$436 +12 +2%
SIS
50
Sound Income Strategies
Florida
$20K +$20K +540 New
1
2
3