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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

477 hedge funds and large institutions have $5.45B invested in iShares ESG Aware MSCI EM ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 191 increasing their positions, 180 reducing their positions, and 32 closing their positions.

Holders
477
Holders Change
+7
Holders Change %
+1.49%
% of All Funds
8.38%
Holding in Top 10
20
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25.93%
% of All Funds
0.35%
New
48
Increased
191
Reduced
180
Closed
32
Calls
$4.43M
Puts
$2.07M
Net Calls
+$2.37M
Net Calls Change
-$4.77M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$511M
2
Goldman Sachs
2
Goldman Sachs
New York
$137M
3
PCA
3
Personal Capital Advisors
California
$152M
4
Creative Planning
4
Creative Planning
Kansas
$35.3M
5
Wells Fargo
5
Wells Fargo
California
$134M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.12B
2
Morgan Stanley
2
Morgan Stanley
New York
$274M
3
CS
3
Credit Suisse
Switzerland
$0
4
LPL Financial
4
LPL Financial
California
$235M
5
PAS
5
Park Avenue Securities
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$11.1M -$2.59M -62,508 -19%
HFA
52
High Falls Advisors
New York
$10.7M -$5.16M -124,510 -33%
CW
53
CreativeOne Wealth
Kansas
$10.5M -$1.96M -47,340 -16%
IWP
54
Icon Wealth Partners
Texas
$10.4M -$4.08M -98,356 -28%
Wealthfront Advisers
55
Wealthfront Advisers
California
$10.3M +$8.75M +211,087 +557%
Jane Street
56
Jane Street
New York
$10.2M +$8.75M +211,048 +602%
SHIM
57
Stone House Investment Management
Pennsylvania
$10.1M – – –
FT
58
Fiduciary Trust
Massachusetts
$10M -$153K -3,697 -2%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$9.95M +$242K +5,846 +2%
SHJ
60
Sharkey, Howes & Javer
Colorado
$9.92M -$3.91M -94,450 -28%
Prudential Financial
61
Prudential Financial
New Jersey
$9.86M -$2.52M -59,559 -20%
PFG
62
PAX Financial Group
Texas
$9.71M -$3.28M -79,229 -25%
AA
63
Acorns Advisers
California
$9.28M +$4.84M +116,896 +109%
LGWM
64
Litman Gregory Wealth Management
California
$9.17M +$8.8M +212,296 +2,380%
RJA
65
Raymond James & Associates
Florida
$9.16M +$826K +19,924 +10%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$9.13M -$281K -6,777 -3%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$9.07M -$1.59M -38,421 -15%
OWA
68
Octavia Wealth Advisors
Ohio
$8.99M +$1.82M +44,143 +25%
LSAG
69
Lake Street Advisors Group
New Hampshire
$8.85M +$7.21M +173,980 +440%
CAN
70
Cetera Advisor Networks
California
$8.82M -$226K -5,464 -3%
AAS
71
Avantax Advisory Services
Texas
$8.77M +$809K +19,538 +10%
RC
72
RegentAtlantic Capital
New Jersey
$7.74M +$586K +14,136 +8%
ASN
73
Advisory Services Network
Georgia
$7.73M -$970K -23,418 -11%
SW
74
SteelPeak Wealth
California
$7.68M -$3.94M -95,102 -34%
BRWA
75
B. Riley Wealth Advisors
Florida
$7.31M -$1.62M -39,029 -18%
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