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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

549 hedge funds and large institutions have $5.42B invested in iShares ESG Aware MSCI EM ETF in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 205 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+72
Holders Change %
+15.09%
% of All Funds
8.48%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.23%
New
121
Increased
205
Reduced
178
Closed
43
Calls
–
Puts
$926K
Net Calls
-$926K
Net Calls Change
-$3.29M

Top Buyers

1
Jane Street
1
Jane Street
New York
$398M
2
Bank of America
2
Bank of America
North Carolina
$584M
3
Citadel Advisors
3
Citadel Advisors
Florida
$28.2M
4
PCA
4
Personal Capital Advisors
California
$167M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$17.7M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$947M
3
PP
3
Prudential plc
United Kingdom
$197M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$94.5M
5
LPL Financial
5
LPL Financial
California
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
51
Old Mission Capital
Illinois
$12.6M +$11.4M +285,756 +933%
IWC
52
Integrated Wealth Concepts
Massachusetts
$12M -$1.28M -32,170 -10%
FT
53
Fiduciary Trust
Massachusetts
$12M +$2.44M +61,310 +25%
AI
54
Atria Investments
North Carolina
$11.2M -$2.91M -73,213 -21%
CW
55
CreativeOne Wealth
Kansas
$10.9M +$861K +21,672 +9%
Truist Financial
56
Truist Financial
North Carolina
$10.9M -$3.91M -98,408 -26%
OWA
57
Octavia Wealth Advisors
Ohio
$10.4M +$1.75M +44,138 +20%
AAS
58
Avantax Advisory Services
Texas
$10.4M +$1.94M +48,725 +23%
Amundi
59
Amundi
France
$10.2M +$10.2M +249,893 New
Stifel Financial
60
Stifel Financial
Missouri
$9.99M -$681K -17,134 -6%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$9.91M +$1.15M +28,819 +13%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$9.77M +$220K +5,537 +2%
IWP
63
Icon Wealth Partners
Texas
$9.23M -$777K -19,558 -8%
Prudential Financial
64
Prudential Financial
New Jersey
$9.07M -$714K -17,022 -7%
MCIA
65
Mountain Capital Investment Advisors
Colorado
$8.72M +$6.03M +148,266 +225%
SHJ
66
Sharkey, Howes & Javer
Colorado
$8.69M -$825K -20,763 -9%
LGWM
67
Litman Gregory Wealth Management
California
$8.6M -$193K -4,847 -2%
HFA
68
High Falls Advisors
New York
$8.31M -$1.95M -49,036 -19%
LSAG
69
Lake Street Advisors Group
New Hampshire
$8.23M -$261K -6,572 -3%
BPWM
70
Badgley Phelps Wealth Managers
Washington
$8.21M -$4.37M -109,956 -35%
RC
71
RegentAtlantic Capital
New Jersey
$7.66M +$240K +6,026 +3%
PFG
72
PAX Financial Group
Texas
$7.66M -$1.66M -41,684 -18%
RJA
73
Raymond James & Associates
Florida
$7.53M -$1.25M -31,467 -14%
WL
74
WIT LLC
District of Columbia
$7.51M +$1.17M +29,540 +19%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$7.5M -$9.76M -245,596 -57%
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