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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

325 hedge funds and large institutions have $3.47B invested in iShares ESG Aware MSCI EM ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 66 reducing their positions, and 26 closing their positions.

Holders
325
Holders Change
+30
Holders Change %
+10.17%
% of All Funds
6.58%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
59
Increased
161
Reduced
66
Closed
26
Calls
$1.21M
Puts
$5.75M
Net Calls
-$4.54M
Net Calls Change
-$4.54M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$970M
2
BlackRock
2
BlackRock
New York
$152M
3
5L
3
55I LLC
Massachusetts
$36.4M
4
LPL Financial
4
LPL Financial
California
$167M
5
ECM
5
ETrade Capital Management
Virginia
$66.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
PP
2
Prudential plc
United Kingdom
$138M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$120M
5
BCM
5
Brookstone Capital Management
Illinois
$4.95M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$16.2M 461,193 +28,064 +6%
EI
27
Ellevest Inc
New York
$15.8M 444,616 +53,121 +14%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$14.9M 414,215 +41,719 +11%
Creative Planning
29
Creative Planning
Kansas
$14.9M 418,647 +28,249 +7%
RTS
30
Round Table Services
New Jersey
$14.3M 402,561 -13,410 -3%
HIM
31
HawsGoodwin Investment Management
Tennessee
$13.9M 391,344 +13,119 +3%
NA
32
NewEdge Advisors
Louisiana
$13.4M 376,481 +79,614 +27%
AI
33
Atria Investments
North Carolina
$12.3M 344,874 +68,819 +25%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$12.1M 340,114 +77,692 +30%
Goldman Sachs
35
Goldman Sachs
New York
$12M 337,027 -109,694 -25%
HighTower Advisors
36
HighTower Advisors
Illinois
$12M 336,384 +31,072 +10%
PFG
37
PAX Financial Group
Texas
$10.6M 296,432 +6,632 +2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$10.1M 282,278 -87,067 -24%
PO
39
Private Ocean
California
$9.67M 271,592 +10,050 +4%
IWP
40
Icon Wealth Partners
Texas
$9.66M 271,317 +9,251 +4%
SW
41
SteelPeak Wealth
California
$9.12M 256,056 -115,227 -31%
NNP
42
Nachman Norwood & Parrott
South Carolina
$8.38M 235,379 +206,969 +729%
RC
43
RegentAtlantic Capital
New Jersey
$7.96M 223,496 +51,202 +30%
LWA
44
Lineweaver Wealth Advisors
Ohio
$7.59M 213,095 -1,541 -0.7%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$7.56M 212,347 +1,145 +0.5%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$7.47M 209,835 +5,704 +3%
SHIM
47
Stone House Investment Management
Pennsylvania
$7.24M 203,163 -3,127 -2%
OAP
48
One Advisory Partners
Kansas
$7.16M 201,000 -4,889 -2%
TSA
49
Tri-Star Advisors
Texas
$7.1M 191,397 +55,029 +40%
SHJ
50
Sharkey, Howes & Javer
Colorado
$7.06M 198,299 +23,464 +13%
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