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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

99 hedge funds and large institutions have $172M invested in iShares ESG Aware MSCI EM ETF in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
99
Holders Change
+25
Holders Change %
+33.78%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
37
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$71.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.41M
3
Betterment LLC
3
Betterment LLC
New York
$5.09M
4
FTUS
4
Flow Traders U.S.
New York
$1.89M
5
RA
5
Rational Advisors
New York
$1.54M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$17.7M
2
RTS
2
Round Table Services
New Jersey
$3.31M
3
Jane Street
3
Jane Street
New York
$794K
4
LGWM
4
Litman Gregory Wealth Management
California
$2.04M
5
CWM
5
Cornerstone Wealth Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WSTAM
76
Wilbanks Smith & Thomas Asset Management
Virginia
$52K 1,555 +1,555 New
EA
77
Elm Advisors
California
$49K 1,460 +1,460 New
AG
78
Advisor Group
Arizona
$47K 1,417 -1,015 -42%
FHA
79
First Horizon Advisors
Tennessee
$38K 1,163 – –
MWM
80
Mascoma Wealth Management
New Hampshire
$38K 1,150 +1,076 +1,454%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$34K 1,010 +1,010 New
LFA
82
Legacy Financial Advisors
Kentucky
$23K 692 – –
PAI
83
Pittenger & Anderson Inc
Nebraska
$22K 650 +650 New
SIS
84
Sound Income Strategies
Florida
$18K 540 – –
FEG
85
Financial Enhancement Group
Indiana
$14K 412 -280 -40%
GWM
86
Geneos Wealth Management
Colorado
$14K 439 +439 New
AF
87
Advisornet Financial
Minnesota
$12K 362 +228 +170%
WAM
88
Wealthspire Advisors (Maryland)
Maryland
$12K 372 +372 New
YWP
89
YorkBridge Wealth Partners
New York
$11K 340 – –
WAM
90
Watermark Asset Management
California
$9K 270 +270 New
PA
91
Parallel Advisors
California
$5K 156 – –
SPIA
92
Steward Partners Investment Advisory
New York
$5K 161 – –
TFS
93
TrustCore Financial Services
Tennessee
$4K 110 – –
APA
94
American Portfolios Advisors
New York
$3.54K 106 – –
CGI
95
Cougar Global Investments
Ontario, Canada
$3K 83 -2 -2%
Citigroup
96
Citigroup
New York
$3K 89 +89 New
CFA
97
Carroll Financial Associates
North Carolina
$1K 32 – –
CWM
98
Cornerstone Wealth Management
Missouri
– – -12,303 Closed
ASN
99
Advisory Services Network
Georgia
– – -80 Closed
DZ Bank
100
DZ Bank
Germany
– – -3 Closed
1 2 3
4
5