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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

171 hedge funds and large institutions have $841M invested in iShares ESG Aware MSCI EM ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
171
Holders Change
+27
Holders Change %
+18.75%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
37
Increased
88
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$12M
2
Bank of America
2
Bank of America
North Carolina
$129M
3
PCA
3
Personal Capital Advisors
California
$43M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.61M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.96M
2
UBS Group
2
UBS Group
Switzerland
$24M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
KeyBank National Association
4
KeyBank National Association
Ohio
$1.67M
5
MM
5
Main Management
California
$571K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Mission Wealth Management
California
$4.04M +$688K +19,158 +21%
FT
27
Fiduciary Trust
Massachusetts
$3.18M +$1.04M +28,896 +48%
LGWM
28
Litman Gregory Wealth Management
California
$2.96M +$370K +10,309 +14%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$2.72M +$404K +11,228 +17%
CWM
30
Connecticut Wealth Management
Connecticut
$2.61M +$48.3K +1,345 +2%
HPWM
31
Highland Private Wealth Management
Washington
$2.52M +$112K +3,119 +5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.18M +$76.7K +2,136 +4%
HCM
33
Howland Capital Management
Massachusetts
$2.17M +$9.7K +270 +0.4%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$2.11M +$395K +10,982 +23%
TF
35
Tompkins Financial
New York
$2.06M +$137K +3,819 +7%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$2.05M +$735K +20,468 +56%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$2.01M +$288K +8,004 +17%
LPL Financial
38
LPL Financial
California
$1.96M -$425K -11,826 -18%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$1.94M +$679K +18,905 +54%
WLIM
40
White Lighthouse Investment Management
Massachusetts
$1.79M +$170K +4,729 +10%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.69M +$832K +23,146 +97%
KeyBank National Association
42
KeyBank National Association
Ohio
$1.67M -$185K -5,157 -10%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.54M +$812K +22,614 +112%
Truist Financial
44
Truist Financial
North Carolina
$1.5M +$1.5M +41,831 New
B
45
Bailard
California
$1.4M +$318K +8,858 +29%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$1.37M – – –
HighTower Advisors
47
HighTower Advisors
Illinois
$1.35M +$68.8K +1,916 +5%
AssetMark Inc
48
AssetMark Inc
California
$1.09M -$17.8K -496 -2%
MWM
49
Merriman Wealth Management
Washington
$1.05M +$489K +13,600 +87%
FWCM
50
Ferguson Wellman Capital Management
Oregon
$1.05M +$111K +3,095 +12%
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