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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

144 hedge funds and large institutions have $704M invested in iShares ESG Aware MSCI EM ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
19
Increased
64
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$108M
2
PCA
2
Personal Capital Advisors
California
$31.9M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$3.36M
4
BlackRock
4
BlackRock
New York
$14.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.78M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$56.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.4M
3
Jane Street
3
Jane Street
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$21.9M
5
EI
5
Ellevest Inc
New York
$6.68M
Name Market Value Shares Shares
Change 		Shares
Change %
HHGA
76
Halbert Hargrove Global Advisors
California
$343K 10,548 +10,548 New
PAS
77
Park Avenue Securities
New York
$340K 10,448 +675 +7%
US Bancorp
78
US Bancorp
Minnesota
$306K 9,400 +9,400 New
SBSB
79
Sullivan, Bruyette, Speros & Blaney
Virginia
$300K 9,212 +9,212 New
GAM
80
Gould Asset Management
California
$286K 8,795 +2,680 +44%
LSAG
81
Lake Street Advisors Group
New Hampshire
$282K 8,681 +8,681 New
TCOV
82
Trust Company of Vermont
Vermont
$277K 8,511 +455 +6%
MBT
83
Montecito Bank & Trust
California
$250K 7,700 -1,375 -15%
FLPIM
84
F.L. Putnam Investment Management
Massachusetts
$250K 7,670 -438 -5%
CTA
85
Chesley Taft & Associates
Illinois
$249K 7,660 – –
FC
86
Fiduciary Counselling
Minnesota
$248K 7,637 +7,637 New
AIA
87
Arbor Investment Advisors
North Carolina
$241K 7,411 +247 +3%
V
88
Veritable
Delaware
$240K 7,380 – –
BPA
89
Beacon Pointe Advisors
California
$235K 7,210 -1,946 -21%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$233K 7,162 +929 +15%
BEC
91
Blue Edge Capital
Virginia
$233K 7,162 +7,162 New
AG
92
Advisor Group
Arizona
$212K 6,514 +4,968 +321%
WT
93
Whittier Trust
California
$211K 6,500 – –
CG
94
Caprock Group
Idaho
$202K 6,213 – –
ADL
95
Asset Dedication LLC
California
$194K 5,903 +941 +19%
FHA
96
Flagship Harbor Advisors
Massachusetts
$167K 5,136 -291 -5%
CFG
97
Citizens Financial Group
Rhode Island
$126K 3,874 – –
FANJ
98
Financial Architects (New Jersey)
New Jersey
$104K 3,184 +85 +3%
HT
99
Hefren-Tillotson
Pennsylvania
$102K 3,148 -49 -2%
ASN
100
Advisory Services Network
Georgia
$92K 2,700 – –
2 3
4
5 6