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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

270 hedge funds and large institutions have $1.87B invested in iShares ESG Aware MSCI EM ETF in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 20 closing their positions.

Holders
270
Holders Change
+99
Holders Change %
+57.89%
% of All Funds
5.96%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.27%
New
121
Increased
106
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$451M
2
Bank of America
2
Bank of America
North Carolina
$168M
3
LPL Financial
3
LPL Financial
California
$69.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.7M
5
PAS
5
Park Avenue Securities
New York
$52.5M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.52M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
GC
4
Garde Capital
Washington
$0
5
FWM
5
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
76
Litman Gregory Wealth Management
California
$2.17M -$84.6K -3,090 -4%
AAS
77
Avantax Advisory Services
Texas
$2.15M +$2.15M +78,570 New
SB
78
Strategic Blueprint
Georgia
$2.11M +$2.11M +77,210 New
WLIM
79
White Lighthouse Investment Management
Massachusetts
$2.01M +$645K +23,556 +47%
TAIM
80
TD Ameritrade Investment Management
Nebraska
$1.99M +$385K +14,078 +24%
CWM
81
Connecticut Wealth Management
Connecticut
$1.99M – – –
RJA
82
Raymond James & Associates
Florida
$1.96M +$1.96M +71,498 New
CWS
83
Cypress Wealth Services
California
$1.93M +$1.93M +70,422 New
CAM
84
Concorde Asset Management
Michigan
$1.92M +$1.92M +70,068 New
WI
85
Wintrust Investments
Illinois
$1.84M +$1.84M +67,223 New
C1AG
86
Client 1st Advisory Group
Florida
$1.79M +$1.79M +65,314 New
HCM
87
Howland Capital Management
Massachusetts
$1.79M +$131K +4,770 +8%
SMG
88
Smart Money Group
Texas
$1.78M +$1.78M +63,415 New
LWM
89
Liberty Wealth Management
California
$1.72M +$1.7M +61,596 +7,837%
DE
90
Day & Ennis
Georgia
$1.71M +$1.71M +62,398 New
Natixis Advisors
91
Natixis Advisors
Massachusetts
$1.66M +$124K +4,522 +8%
Prudential Financial
92
Prudential Financial
New Jersey
$1.63M +$1.63M +59,702 New
BWP
93
Bernardo Wealth Planning
Pennsylvania
$1.62M +$1.62M +59,297 New
TF
94
Tompkins Financial
New York
$1.61M +$39.3K +1,435 +3%
I
95
INVST
Indiana
$1.58M +$1.58M +60,251 New
SS
96
Simplicity Solutions
Minnesota
$1.54M +$1.54M +56,249 New
ASN
97
Advisory Services Network
Georgia
$1.44M +$854K +31,219 +146%
WP
98
WealthShield Partners
North Carolina
$1.44M +$1.44M +52,567 New
TF
99
Trek Financial
Arizona
$1.42M +$1.42M +51,853 New
PSUF
100
People's United Financial
Connecticut
$1.41M +$913K +33,338 +185%
2 3
4
5 6