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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

109 hedge funds and large institutions have $266M invested in iShares ESG Aware MSCI EM ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 13 reducing their positions, and 17 closing their positions.

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
28
Increased
51
Reduced
13
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$57.5M
2
Bank of America
2
Bank of America
North Carolina
$73.1M
3
PO
3
Private Ocean
California
$7.86M
4
RTS
4
Round Table Services
New Jersey
$7.51M
5
UBS Group
5
UBS Group
Switzerland
$20.2M

Top Sellers

1
RA
1
Rational Advisors
New York
$0
2
TCM
2
Tuttle Capital Management
Connecticut
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.56M
4
FTUS
4
Flow Traders U.S.
New York
$807K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$1.19M +$1.09M +35,596 +1,063%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$956K +$761K +24,819 +390%
OFG
28
Oxford Financial Group
Indiana
$923K +$923K +30,104 New
Brown Advisory
29
Brown Advisory
Maryland
$830K – – –
FTUS
30
Flow Traders U.S.
New York
$807K -$930K -30,320 -54%
BAAM
31
Baker Avenue Asset Management
California
$744K +$199K +6,499 +37%
RC
32
RegentAtlantic Capital
New Jersey
$727K +$224K +7,304 +45%
MM
33
Main Management
California
$719K -$227K -7,392 -24%
GTAM
34
Global Trust Asset Management
Florida
$687K +$687K +22,410 New
FWCM
35
Ferguson Wellman Capital Management
Oregon
$678K +$163K +5,310 +32%
CG
36
Colony Group
Massachusetts
$652K +$32.5K +1,058 +5%
RWM
37
Ritholtz Wealth Management
New York
$652K +$60.8K +1,984 +10%
TAIM
38
TD Ameritrade Investment Management
Nebraska
$627K +$313K +10,199 +100%
B
39
Bailard
California
$563K +$37.1K +1,209 +7%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$536K +$93.6K +3,050 +21%
WLIM
41
White Lighthouse Investment Management
Massachusetts
$526K +$230K +7,500 +78%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$482K +$54.6K +1,781 +13%
CJA
43
C-J Advisory
California
$460K +$106K +3,472 +30%
WF
44
WealthTrust Fairport
Ohio
$449K +$157K +5,122 +54%
Deutsche Bank
45
Deutsche Bank
Germany
$419K +$266K +8,675 +174%
KeyBank National Association
46
KeyBank National Association
Ohio
$392K +$392K +12,784 New
NA
47
Nottingham Advisors
New York
$377K – – –
HDIM
48
Hanson & Doremus Investment Management
Vermont
$345K – – –
BPA
49
Beacon Pointe Advisors
California
$332K +$332K +10,890 New
RJFSA
50
Raymond James Financial Services Advisors
Florida
$329K -$4.23K -138 -1%
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