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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

137 hedge funds and large institutions have $761M invested in iShares ESG Aware MSCI EM ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
137
Holders Change
+8
Holders Change %
+6.2%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
25
Increased
66
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$122M
2
PP
2
Prudential plc
United Kingdom
$50.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$26M
4
Jane Street
4
Jane Street
New York
$7.63M
5
PCA
5
Personal Capital Advisors
California
$28.1M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.39M
2
Bank of America
2
Bank of America
North Carolina
$104M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$571K
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$1.45M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.78M
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
76
Formidable Asset Management
Ohio
$263K 7,734 +7,734 New
CTA
77
Chesley Taft & Associates
Illinois
$260K 7,660 – –
V
78
Veritable
Delaware
$251K 7,380 – –
AIA
79
Arbor Investment Advisors
North Carolina
$244K 7,164 +726 +11%
BC
80
Brinker Capital
Pennsylvania
$232K 6,838 +6,838 New
WT
81
Whittier Trust
California
$221K 6,500 +4,000 +160%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$212K 6,233 -2,006 -24%
CG
83
Caprock Group
Idaho
$211K 6,213 +47 +0.8%
PA
84
Paracle Advisors
Washington
$208K 6,141 -301 -5%
GAM
85
Gould Asset Management
California
$208K 6,115 +6,115 New
FHA
86
Flagship Harbor Advisors
Massachusetts
$184K 5,427 -41 -0.7%
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$182K 5,320 +2,433 +84%
ADL
88
Asset Dedication LLC
California
$168K 4,962 +366 +8%
HPC
89
HM Payson & Co
Maine
$151K 4,450 +4,450 New
CFG
90
Citizens Financial Group
Rhode Island
$132K 3,874 +30 +0.8%
HT
91
Hefren-Tillotson
Pennsylvania
$109K 3,197 +270 +9%
FANJ
92
Financial Architects (New Jersey)
New Jersey
$105K 3,099 +105 +4%
HCA
93
Heck Capital Advisors
Wisconsin
$104K 3,067 +180 +6%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$100K 2,942 +999 +51%
ASN
95
Advisory Services Network
Georgia
$92K 2,700 – –
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$89K 2,606 +2,606 New
PAI
97
Pittenger & Anderson Inc
Nebraska
$84K 2,458 – –
MWM
98
Mascoma Wealth Management
New Hampshire
$78K 2,296 +427 +23%
SPIA
99
Steward Partners Investment Advisory
New York
$75K 2,229 +2,229 New
VFA
100
Valeo Financial Advisors
Indiana
$66K 1,942 +444 +30%
2 3
4
5 6