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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

99 hedge funds and large institutions have $172M invested in iShares ESG Aware MSCI EM ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
99
Holders Change
+25
Holders Change %
+33.78%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
37
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.41M
3
Betterment LLC
3
Betterment LLC
New York
$5.09M
4
FTUS
4
Flow Traders U.S.
New York
$1.89M
5
RA
5
Rational Advisors
New York
$1.54M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$17.7M
2
RTS
2
Round Table Services
New Jersey
$3.31M
3
Jane Street
3
Jane Street
New York
$794K
4
LGWM
4
Litman Gregory Wealth Management
California
$2.04M
5
CWM
5
Cornerstone Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
26
Colony Group
Massachusetts
$673K +$673K +20,185 New
RWM
27
Ritholtz Wealth Management
New York
$643K +$467 +14 +0.1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$614K -$6.34K -190 -1%
BAAM
29
Baker Avenue Asset Management
California
$592K +$2.5K +75 +0.4%
B
30
Bailard
California
$572K +$212K +6,370 +59%
FWCM
31
Ferguson Wellman Capital Management
Oregon
$561K +$182K +5,450 +48%
RC
32
RegentAtlantic Capital
New Jersey
$548K +$145K +4,341 +36%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$481K -$160K -4,802 -25%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$465K +$117K +3,492 +33%
FLPIM
35
F.L. Putnam Investment Management
Massachusetts
$406K -$5.01K -150 -1%
CJA
36
C-J Advisory
California
$385K +$117K +3,518 +44%
NA
37
Nottingham Advisors
New York
$377K +$377K +11,306 New
HDIM
38
Hanson & Doremus Investment Management
Vermont
$375K +$9.73K +292 +3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$365K +$62.8K +1,884 +21%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$363K +$26.4K +790 +8%
TCOV
41
Trust Company of Vermont
Vermont
$345K -$24.8K -743 -7%
TAIM
42
TD Ameritrade Investment Management
Nebraska
$342K +$342K +10,250 New
GAM
43
Gould Asset Management
California
$326K +$87.6K +2,630 +37%
WLIM
44
White Lighthouse Investment Management
Massachusetts
$322K +$322K +9,645 New
WF
45
WealthTrust Fairport
Ohio
$317K +$186K +5,565 +141%
RCS
46
Retirement Capital Strategies
California
$313K +$313K +9,395 New
DFIG
47
Dragon Financial & Investment Group
California
$303K -$209K -6,255 -41%
FWM
48
Frontier Wealth Management
Missouri
$302K – – –
Baird Financial Group
49
Baird Financial Group
Wisconsin
$288K +$7.86K +235 +3%
CAN
50
Cetera Advisor Networks
California
$283K +$283K +8,402 New
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