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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

99 hedge funds and large institutions have $172M invested in iShares ESG Aware MSCI EM ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
99
Holders Change
+25
Holders Change %
+33.78%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
37
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.41M
3
Betterment LLC
3
Betterment LLC
New York
$5.09M
4
FTUS
4
Flow Traders U.S.
New York
$1.89M
5
RA
5
Rational Advisors
New York
$1.54M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$17.7M
2
RTS
2
Round Table Services
New Jersey
$3.31M
3
Jane Street
3
Jane Street
New York
$794K
4
LGWM
4
Litman Gregory Wealth Management
California
$2.04M
5
CWM
5
Cornerstone Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
51
Sage Advisory Services
Texas
$235K +$235K +7,048 New
CTA
52
Chesley Taft & Associates
Illinois
$217K +$217K +6,500 New
PAS
53
Park Avenue Securities
New York
$213K +$213K +6,360 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$212K +$212K +6,360 New
AI
55
Accredited Investors
Minnesota
$210K +$210K +6,290 New
BCI
56
Brinker Capital Investments
Pennsylvania
$204K +$2.27K +68 +1%
CG
57
Caprock Group
Idaho
$203K – – –
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$172K +$40.9K +1,226 +31%
Deutsche Bank
59
Deutsche Bank
Germany
$167K +$167K +5,000 New
FANJ
60
Financial Architects (New Jersey)
New Jersey
$140K – – –
FHA
61
Flagship Harbor Advisors
Massachusetts
$130K +$38K +1,139 +41%
WTC
62
WhitTier Trust Company
Nevada
$123K – – –
AssetMark Inc
63
AssetMark Inc
California
$112K +$112K +3,350 New
ADL
64
Asset Dedication LLC
California
$96K +$80K +2,361 +499%
SIAP
65
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$93K – – –
IA
66
IFP Advisors
Florida
$86K +$1.67K +50 +2%
RFC
67
Regions Financial Corp
Alabama
$85K – – –
HT
68
Hefren-Tillotson
Pennsylvania
$84K +$84K +2,544 New
WT
69
Whittier Trust
California
$83K – – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$80K – – –
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$75K +$56.9K +1,679 +313%
HCA
72
Heck Capital Advisors
Wisconsin
$67.7K – – –
SFM
73
Signet Financial Management
New Jersey
$67K – – –
BBA
74
Braun-Bostich & Associates
Pennsylvania
$67K +$19.3K +581 +41%
GRP
75
Global Retirement Partners
California
$67K +$36.1K +1,082 +117%
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