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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

144 hedge funds and large institutions have $704M invested in iShares ESG Aware MSCI EM ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
19
Increased
64
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$108M
2
PCA
2
Personal Capital Advisors
California
$31.9M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$3.36M
4
BlackRock
4
BlackRock
New York
$14.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.78M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$56.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.4M
3
Jane Street
3
Jane Street
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$21.9M
5
EI
5
Ellevest Inc
New York
$6.68M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Connecticut Wealth Management
Connecticut
$2.32M 71,162 – –
HPWM
27
Highland Private Wealth Management
Washington
$2.18M 66,936 +2,396 +4%
LPL Financial
28
LPL Financial
California
$2.16M 66,374 +14,208 +27%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$2.1M 64,419 +47,487 +280%
HCM
30
Howland Capital Management
Massachusetts
$1.96M 60,230 +60,230 New
FT
31
Fiduciary Trust
Massachusetts
$1.94M 59,590 +2,359 +4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.9M 58,513 +6,072 +12%
TF
33
Tompkins Financial
New York
$1.74M 53,576 +6,216 +13%
KeyBank National Association
34
KeyBank National Association
Ohio
$1.68M 51,677 +12,976 +34%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$1.56M 47,956 +5,206 +12%
TAIM
36
TD Ameritrade Investment Management
Nebraska
$1.55M 47,770 +11,499 +32%
WLIM
37
White Lighthouse Investment Management
Massachusetts
$1.47M 45,110 -1,795 -4%
SB
38
Suntrust Banks
Georgia
$1.29M 39,598 +39,598 New
HSBC Holdings
39
HSBC Holdings
United Kingdom
$1.24M 38,000 – –
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$1.19M 36,676 +12,668 +53%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.16M 35,600 +11,669 +49%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.15M 35,405 -5,514 -13%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.14M 34,982 +13,198 +61%
AssetMark Inc
44
AssetMark Inc
California
$1M 30,785 -1,499 -5%
B
45
Bailard
California
$981K 30,152 +276 +0.9%
KP
46
Keel Point
Alabama
$936K 28,778 +28,778 New
Brown Advisory
47
Brown Advisory
Maryland
$880K 27,067 -1,900 -7%
FWCM
48
Ferguson Wellman Capital Management
Oregon
$850K 26,130 -8,610 -25%
RWM
49
Ritholtz Wealth Management
New York
$833K 25,594 -4 -0%
BAAM
50
Baker Avenue Asset Management
California
$792K 24,352 +62 +0.3%
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