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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 %
MWM
51
Mission Wealth Management
California
$3.62M +$540K +19,744 +18%
HIM
52
HawsGoodwin Investment Management
Tennessee
$3.53M +$3.53M +129,002 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$3.26M +$1.19M +43,361 +57%
SMG
54
Spectrum Management Group
Indiana
$3.24M +$3.24M +118,535 New
SHJ
55
Sharkey, Howes & Javer
Colorado
$3.24M +$3.24M +118,450 New
FT
56
Fiduciary Trust
Massachusetts
$3.08M +$653K +23,854 +27%
HPWM
57
Highland Private Wealth Management
Washington
$3.04M +$1.12M +41,040 +59%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$3M +$3M +109,707 New
AF
59
Advisornet Financial
Minnesota
$2.95M +$2.94M +107,329 +23,383%
LFPWM
60
Leicht Financial Planning & Wealth Management
New Jersey
$2.95M +$2.95M +107,549 New
AWM
61
AE Wealth Management
Kansas
$2.92M +$2.92M +106,830 New
CFGS
62
Concourse Financial Group Securities
Alabama
$2.83M +$2.78M +101,500 +5,382%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$2.81M +$1.33M +48,670 +90%
SCA
64
Snowden Capital Advisors
New York
$2.76M +$2.54M +92,699 +1,156%
CS
65
Comerica Securities
Michigan
$2.71M +$2.71M +99,046 New
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$2.68M +$1.11M +40,608 +71%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$2.61M +$1.32M +48,383 +103%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.54M +$2.54M +92,715 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$2.52M -$6.63M -242,104 -72%
Truist Financial
70
Truist Financial
North Carolina
$2.51M +$1.36M +49,805 +119%
HPC
71
Hobart Private Capital
North Carolina
$2.48M +$2.48M +90,618 New
SXL
72
Summit X LLC
Missouri
$2.33M +$2.33M +85,696 New
FAAS
73
First Allied Advisory Services
California
$2.26M +$2.26M +82,618 New
BRWA
74
B. Riley Wealth Advisors
Florida
$2.22M +$2.22M +81,158 New
RA
75
RFG Advisory
Alabama
$2.21M +$2.21M +80,861 New
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