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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 %
KAS
51
Kestra Advisory Services
Texas
$10.7M 255,607 +180,512 +240%
OAP
52
One Advisory Partners
Kansas
$10.7M 254,429 +53,429 +27%
AWM
53
AE Wealth Management
Kansas
$10.5M 249,068 +170,419 +217%
HPC
54
Hobart Private Capital
North Carolina
$10.4M 247,305 +74,455 +43%
SS
55
Simplicity Solutions
Minnesota
$10.3M 244,378 +167,897 +220%
CFGS
56
Concourse Financial Group Securities
Alabama
$10.1M 241,286 +72,523 +43%
TSA
57
Tri-Star Advisors
Texas
$10.1M 233,191 +41,794 +22%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$10M 239,181 +239,181 New
HFA
59
High Falls Advisors
New York
$10M 238,938 +106,564 +81%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$10M 238,279 +105,009 +79%
SHIM
61
Stone House Investment Management
Pennsylvania
$9.85M 234,637 +31,474 +15%
VHAM
62
Van Hulzen Asset Management
California
$9.46M 225,401 +164,873 +272%
Prudential Financial
63
Prudential Financial
New Jersey
$9.41M 224,141 +90,944 +68%
SMG
64
Spectrum Management Group
Indiana
$9.31M 221,849 +45,170 +26%
TCA
65
Transcend Capital Advisors
New Jersey
$9.29M 143,157 +45,278 +46%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$9.02M 214,905 +26,529 +14%
RC
67
RegentAtlantic Capital
New Jersey
$9M 214,338 -9,158 -4%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$8.98M 214,014 +1,667 +0.8%
WP
69
WealthShield Partners
North Carolina
$8.96M 213,464 +117,959 +124%
CS
70
Comerica Securities
Michigan
$8.66M 206,185 +55,168 +37%
Truist Financial
71
Truist Financial
North Carolina
$8.63M 205,486 +104,665 +104%
AssetMark Inc
72
AssetMark Inc
California
$8.59M 204,604 +177,904 +666%
I
73
INVST
Indiana
$8.46M 201,583 +58,778 +41%
MWM
74
Mission Wealth Management
California
$8.3M 197,799 +43,553 +28%
CWS
75
Cypress Wealth Services
California
$7.92M 188,680 +188,680 New
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