ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

171 hedge funds and large institutions have $841M invested in iShares ESG Aware MSCI EM ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
171
Holders Change
+27
Holders Change %
+18.75%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
37
Increased
88
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$12M
2
Bank of America
2
Bank of America
North Carolina
$129M
3
PCA
3
Personal Capital Advisors
California
$43M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.61M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.96M
2
UBS Group
2
UBS Group
Switzerland
$24M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
KeyBank National Association
4
KeyBank National Association
Ohio
$1.67M
5
MM
5
Main Management
California
$571K
Name Holding Trade Value Shares
Change 		Shares
Change %
BEC
76
Blue Edge Capital
Virginia
$495K +$238K +6,623 +92%
CIBC Asset Management
77
CIBC Asset Management
Ontario, Canada
$489K – – –
AG
78
Advisor Group
Arizona
$478K +$244K +6,808 +105%
SBSB
79
Sullivan, Bruyette, Speros & Blaney
Virginia
$464K +$133K +3,690 +40%
BC
80
Brinker Capital
Pennsylvania
$447K -$898 -25 -0.2%
EWM
81
Empirical Wealth Management
Washington
$444K +$444K +12,350 New
MYIA
82
Mount Yale Investment Advisors
Colorado
$436K +$436K +12,846 New
MIAN
83
Mariner Independent Advisor Network
Kansas
$425K +$425K +11,825 New
PAS
84
Park Avenue Securities
New York
$418K +$42.4K +1,179 +11%
HDIM
85
Hanson & Doremus Investment Management
Vermont
$404K – – –
GAM
86
Gould Asset Management
California
$387K +$71.1K +1,980 +23%
CAN
87
Cetera Advisor Networks
California
$384K -$14.4K -400 -4%
TCOV
88
Trust Company of Vermont
Vermont
$375K +$69.2K +1,925 +23%
RFN
89
RDA Financial Network
Iowa
$343K +$343K +9,779 New
US Bancorp
90
US Bancorp
Minnesota
$338K – – –
PFM
91
Parsec Financial Management
North Carolina
$328K +$328K +9,139 New
ACM
92
Anfield Capital Management
California
$317K +$317K +8,941 New
LSAG
93
Lake Street Advisors Group
New Hampshire
$316K +$4.38K +122 +1%
AWA
94
Alaska Wealth Advisors
Alaska
$312K +$312K +8,696 New
LTFS
95
Ladenburg Thalmann Financial Services
Florida
$306K -$80.1K -3,440 -21%
ACA
96
Affinity Capital Advisors
California
$304K +$304K +8,456 New
AIA
97
Arbor Investment Advisors
North Carolina
$297K +$30.7K +855 +12%
CRCM
98
Corbett Road Capital Management
Virginia
$291K +$291K +8,087 New
SCA
99
Snowden Capital Advisors
New York
$288K +$288K +8,022 New
Northern Trust
100
Northern Trust
Illinois
$287K +$287K +8,000 New
2 3
4
5 6