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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

408 hedge funds and large institutions have $5.77B invested in iShares ESG Aware MSCI EM ETF in 2020 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 243 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
408
Holders Change
+83
Holders Change %
+25.54%
% of All Funds
7.24%
Holding in Top 10
33
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+83.33%
% of All Funds
0.59%
New
105
Increased
243
Reduced
39
Closed
16
Calls
$4.99M
Puts
$244K
Net Calls
+$4.75M
Net Calls Change
+$9.29M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.66B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$254M
3
Morgan Stanley
3
Morgan Stanley
New York
$290M
4
LPL Financial
4
LPL Financial
California
$284M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$177M

Top Sellers

1
SW
1
SteelPeak Wealth
California
$0
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$0
3
PWA
3
Physician Wealth Advisors
Utah
$688K
4
5L
4
55I LLC
Massachusetts
$39M
5
VWA
5
Visionary Wealth Advisors
Illinois
$351K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$31.2M 743,130 +403,016 +118%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$30.6M 729,238 +262,863 +56%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$26.2M 623,453 -2,664 -0.4%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$26M 592,600 +178,385 +43%
EI
30
Ellevest Inc
New York
$22.7M 540,396 +95,780 +22%
NA
31
NewEdge Advisors
Louisiana
$22.2M 529,114 +152,633 +41%
RTS
32
Round Table Services
New Jersey
$22.1M 527,248 +124,687 +31%
Creative Planning
33
Creative Planning
Kansas
$21.6M 515,347 +96,700 +23%
AI
34
Atria Investments
North Carolina
$19.8M 472,693 +127,819 +37%
HighTower Advisors
35
HighTower Advisors
Illinois
$18.5M 440,748 +104,364 +31%
HIM
36
HawsGoodwin Investment Management
Tennessee
$17.7M 422,208 +30,864 +8%
FLPIM
37
F.L. Putnam Investment Management
Massachusetts
$16.2M 386,904 +386,904 New
IWC
38
Integrated Wealth Concepts
Massachusetts
$15.9M 378,232 +333,882 +753%
IWP
39
Icon Wealth Partners
Texas
$15M 357,332 +86,015 +32%
TLFA
40
True Link Financial Advisors
California
$14M 334,241 +334,241 New
NNP
41
Nachman Norwood & Parrott
South Carolina
$13.8M 328,942 +93,563 +40%
PFG
42
PAX Financial Group
Texas
$13.6M 324,134 +27,702 +9%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$13.6M 323,169 +113,334 +54%
PO
44
Private Ocean
California
$13.5M 321,025 +49,433 +18%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$13.1M 313,049 +30,771 +11%
Stifel Financial
46
Stifel Financial
Missouri
$11.8M 281,592 +93,853 +50%
LWA
47
Lineweaver Wealth Advisors
Ohio
$11.8M 281,584 +68,489 +32%
CS
48
Credit Suisse
Switzerland
$11.5M 274,606 +274,606 New
HNW
49
High Note Wealth
Minnesota
$11.5M 274,003 +274,003 New
SHJ
50
Sharkey, Howes & Javer
Colorado
$11.1M 264,744 +66,445 +34%
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