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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

129 hedge funds and large institutions have $606M invested in iShares ESG Aware MSCI EM ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+20
Holders Change %
+18.35%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
29
Increased
53
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$241M
2
Bank of America
2
Bank of America
North Carolina
$112M
3
PCA
3
Personal Capital Advisors
California
$21.1M
4
NA
4
Nottingham Advisors
New York
$5.95M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.94M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$204K
2
Jane Street
2
Jane Street
New York
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.09M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.36M
5
PO
5
Private Ocean
California
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPWM
26
Highland Private Wealth Management
Washington
$1.82M +$1.82M +53,420 New
Natixis Advisors
27
Natixis Advisors
Massachusetts
$1.8M -$7.43K -218 -0.4%
LPL Financial
28
LPL Financial
California
$1.71M -$11.3K -332 -0.7%
TF
29
Tompkins Financial
New York
$1.52M +$124K +3,635 +9%
FT
30
Fiduciary Trust
Massachusetts
$1.41M +$1.41M +41,431 New
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$1.33M +$793K +23,307 +148%
WLIM
32
White Lighthouse Investment Management
Massachusetts
$1.31M +$724K +21,245 +124%
AssetMark Inc
33
AssetMark Inc
California
$1.15M -$178K -5,234 -13%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.14M +$778K +22,846 +216%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$1.06M +$368K +10,790 +53%
Brown Advisory
36
Brown Advisory
Maryland
$922K – – –
BAAM
37
Baker Avenue Asset Management
California
$821K -$4.25K -125 -0.5%
FWCM
38
Ferguson Wellman Capital Management
Oregon
$815K +$61.3K +1,800 +8%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$813K +$813K +23,857 New
RWM
40
Ritholtz Wealth Management
New York
$806K +$82.1K +2,410 +11%
MM
41
Main Management
California
$799K – – –
KeyBank National Association
42
KeyBank National Association
Ohio
$788K +$353K +10,356 +81%
B
43
Bailard
California
$776K +$152K +4,458 +24%
CG
44
Colony Group
Massachusetts
$724K – – –
RJFSA
45
Raymond James Financial Services Advisors
Florida
$669K +$303K +8,905 +83%
CB
46
Community Bank
New York
$666K +$666K +19,550 New
GTAM
47
Global Trust Asset Management
Florida
$654K -$110K -3,220 -14%
CJA
48
C-J Advisory
California
$531K +$12.6K +366 +2%
BWM
49
Baystate Wealth Management
Massachusetts
$525K +$525K +15,096 New
SFS
50
Sowell Financial Services
Arkansas
$512K +$269K +7,898 +111%
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