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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 %
KP
51
Keel Point
Alabama
$1.04M +$8.56K +238 +0.8%
Brown Advisory
52
Brown Advisory
Maryland
$973K – – –
VFM
53
Vivid Financial Management
California
$945K +$945K +27,085 New
RWM
54
Ritholtz Wealth Management
New York
$902K -$17.9K -497 -2%
SC
55
Savant Capital
Illinois
$893K +$60.2K +1,676 +7%
BAAM
56
Baker Avenue Asset Management
California
$878K +$3.38K +94 +0.4%
SFS
57
Sowell Financial Services
Arkansas
$853K +$33.6K +934 +4%
Deutsche Bank
58
Deutsche Bank
Germany
$846K +$384K +10,705 +83%
MML Investors Services
59
MML Investors Services
Massachusetts
$820K +$269K +7,495 +49%
CG
60
Colony Group
Massachusetts
$779K +$9.78K +272 +1%
ASN
61
Advisory Services Network
Georgia
$769K +$672K +18,693 +692%
CJA
62
C-J Advisory
California
$750K +$107K +2,992 +17%
GC
63
Garde Capital
Washington
$714K +$144K +4,017 +25%
FI
64
Financial Insights
Washington
$683K +$243K +6,766 +55%
CB
65
Community Bank
New York
$674K – – –
BWM
66
Baystate Wealth Management
Massachusetts
$658K +$33.7K +937 +5%
PSUF
67
People's United Financial
Connecticut
$646K +$646K +17,979 New
FWM
68
Frontier Wealth Management
Missouri
$642K – – –
GTAM
69
Global Trust Asset Management
Florida
$641K -$18.5K -515 -3%
MM
70
Main Management
California
$571K -$98.4K -2,738 -15%
HHGA
71
Halbert Hargrove Global Advisors
California
$546K +$167K +4,656 +44%
PAG
72
Private Advisor Group
New Jersey
$542K +$28.5K +792 +6%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$529K -$35.7K -994 -6%
BCI
74
Brinker Capital Investments
Pennsylvania
$527K +$72.1K +2,007 +16%
AI
75
Accredited Investors
Minnesota
$504K +$7.83K +218 +2%
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3
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