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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

270 hedge funds and large institutions have $1.87B invested in iShares ESG Aware MSCI EM ETF in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 20 closing their positions.

Holders
270
Holders Change
+99
Holders Change %
+57.89%
% of All Funds
5.96%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.27%
New
121
Increased
106
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$451M
2
Bank of America
2
Bank of America
North Carolina
$168M
3
LPL Financial
3
LPL Financial
California
$69.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.7M
5
PAS
5
Park Avenue Securities
New York
$52.5M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.52M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
GC
4
Garde Capital
Washington
$0
5
FWM
5
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$9.94M +$2.61M +95,392 +36%
RTS
27
Round Table Services
New Jersey
$9.93M +$2.86M +104,622 +41%
EI
28
Ellevest Inc
New York
$9.38M +$2.13M +77,653 +29%
5L
29
55I LLC
Massachusetts
$8.33M +$8.33M +292,271 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$6.75M +$6.75M +249,514 New
PO
31
Private Ocean
California
$6.23M +$83.5K +3,052 +1%
MCIA
32
Mountain Capital Investment Advisors
Colorado
$5.82M +$5.82M +204,111 New
Fidelity Investments
33
Fidelity Investments
Massachusetts
$5.76M +$5.76M +210,335 +1,912,136%
CFG
34
Cooper Financial Group
California
$5.72M +$5.72M +208,817 New
Jane Street
35
Jane Street
New York
$5.63M +$5.63M +205,539 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$5.63M +$5.63M +205,516 New
SW
37
SteelPeak Wealth
California
$5.37M +$5.37M +196,075 New
RC
38
RegentAtlantic Capital
New Jersey
$5.22M -$166K -6,067 -3%
BCM
39
Brookstone Capital Management
Illinois
$5.05M +$5.05M +184,434 New
NA
40
NewEdge Advisors
Louisiana
$4.9M +$4.9M +179,155 New
AI
41
Atria Investments
North Carolina
$4.78M +$4.78M +174,727 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$4.77M +$1.57M +57,515 +49%
IWP
43
Icon Wealth Partners
Texas
$4.67M +$4.67M +170,708 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$4.37M +$2.71M +98,856 +163%
SHIM
45
Stone House Investment Management
Pennsylvania
$4.35M +$4.35M +158,957 New
NA
46
Nottingham Advisors
New York
$4.25M -$465K -16,974 -10%
LWA
47
Lineweaver Wealth Advisors
Ohio
$4.21M +$4.21M +153,490 New
HighTower Advisors
48
HighTower Advisors
Illinois
$3.93M +$2.91M +106,504 +284%
OFG
49
Oxford Financial Group
Indiana
$3.74M -$216K -7,901 -5%
PWA
50
Physician Wealth Advisors
Utah
$3.68M +$3.68M +127,456 New
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