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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

74 hedge funds and large institutions have $176M invested in iShares ESG Aware MSCI EM ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
74
Holders Change
+13
Holders Change %
+21.31%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
34
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$59.8M
2
UBS Group
2
UBS Group
Switzerland
$43.6M
3
RTS
3
Round Table Services
New Jersey
$16.5M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$3.96M
5
Ameriprise
5
Ameriprise
Minnesota
$2.84M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.22M
2
LPL Financial
2
LPL Financial
California
$1.68M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$339K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$305K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$40K
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
26
RegentAtlantic Capital
New Jersey
$406K +$107K +3,193 +36%
FWCM
27
Ferguson Wellman Capital Management
Oregon
$382K +$382K +11,360 New
TCOV
28
Trust Company of Vermont
Vermont
$373K +$104K +3,092 +39%
CWM
29
Cornerstone Wealth Management
Missouri
$370K +$370K +12,303 New
HDIM
30
Hanson & Doremus Investment Management
Vermont
$369K – – –
B
31
Bailard
California
$363K +$98.7K +2,930 +37%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$351K +$38.6K +1,148 +12%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$339K -$189K -5,611 -36%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$305K -$126K -3,748 -29%
FWM
35
Frontier Wealth Management
Missouri
$305K +$305K +9,060 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$282K +$282K +8,378 New
CJA
37
C-J Advisory
California
$270K +$204K +6,058 +310%
GAM
38
Gould Asset Management
California
$241K +$38.9K +1,155 +19%
CG
39
Caprock Group
Idaho
$205K +$205K +6,080 New
BCI
40
Brinker Capital Investments
Pennsylvania
$204K – – –
FANJ
41
Financial Architects (New Jersey)
New Jersey
$141K +$17.9K +532 +15%
WF
42
WealthTrust Fairport
Ohio
$133K +$66.7K +1,975 +101%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K +$132K +3,935 New
WTC
44
WhitTier Trust Company
Nevada
$124K -$10.1K -300 -8%
SIAP
45
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$94K – – –
FHA
46
Flagship Harbor Advisors
Massachusetts
$92K +$92K +2,756 New
RFC
47
Regions Financial Corp
Alabama
$86K – – –
IA
48
IFP Advisors
Florida
$85K +$6.58K +195 +8%
WT
49
Whittier Trust
California
$84K +$84K +2,500 New
AG
50
Advisor Group
Arizona
$82K -$35.5K -1,054 -30%
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