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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 %
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$6.98M 195,913 +87,339 +80%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$6.71M 188,376 +38,629 +26%
Stifel Financial
53
Stifel Financial
Missouri
$6.69M 187,739 +30,327 +19%
SMG
54
Spectrum Management Group
Indiana
$6.29M 176,679 +1,685 +1%
HPC
55
Hobart Private Capital
North Carolina
$6.16M 172,850 +31,067 +22%
CFGS
56
Concourse Financial Group Securities
Alabama
$6.01M 168,763 +21,585 +15%
FCA
57
FLC Capital Advisors
California
$5.86M 157,151 +28,938 +23%
AAS
58
Avantax Advisory Services
Texas
$5.62M 157,531 +55,697 +55%
TCA
59
Transcend Capital Advisors
New Jersey
$5.61M 97,879 +70,281 +255%
MWM
60
Mission Wealth Management
California
$5.49M 154,246 -5,472 -3%
FAAS
61
First Allied Advisory Services
California
$5.44M 152,701 +7,318 +5%
CS
62
Comerica Securities
Michigan
$5.38M 151,017 +11,216 +8%
OFG
63
Oxford Financial Group
Indiana
$5.29M 148,462 +2,416 +2%
FT
64
Fiduciary Trust
Massachusetts
$5.24M 147,028 +14,046 +11%
I
65
INVST
Indiana
$5.14M 142,805 +16,665 +13%
BRWA
66
B. Riley Wealth Advisors
Florida
$5.03M 141,910 +15,820 +13%
BCM
67
Brookstone Capital Management
Illinois
$4.95M 138,974 -154,733 -53%
LNB
68
Ledyard National Bank
$4.88M 136,956 +136,956 New
WI
69
WrapManager Inc
California
$4.84M 135,923 +51,097 +60%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$4.75M 133,270 +11,295 +9%
Prudential Financial
71
Prudential Financial
New Jersey
$4.74M 133,197 +24,197 +22%
PWA
72
Physician Wealth Advisors
Utah
$4.69M 127,421 +20,768 +19%
SPIA
73
Steward Partners Investment Advisory
New York
$4.45M 124,937 +4,889 +4%
HPWM
74
Highland Private Wealth Management
Washington
$4.33M 121,470 +1,200 +1%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$4.14M 116,179 +10,216 +10%
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