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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

295 hedge funds and large institutions have $3B invested in iShares ESG Aware MSCI EM ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 50 reducing their positions, and 34 closing their positions.

Holders
295
Holders Change
+25
Holders Change %
+9.26%
% of All Funds
6.06%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
61
Increased
166
Reduced
50
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$796M
2
BlackRock
2
BlackRock
New York
$112M
3
LPL Financial
3
LPL Financial
California
$137M
4
PP
4
Prudential plc
United Kingdom
$140M
5
Citadel Advisors
5
Citadel Advisors
Florida
$45.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$166M
2
CFG
2
Cooper Financial Group
California
$201K
3
MCIA
3
Mountain Capital Investment Advisors
Colorado
$0
4
NA
4
Nottingham Advisors
New York
$0
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DE
76
Day & Ennis
Georgia
$3.57M 111,397 +48,999 +79%
Prudential Financial
77
Prudential Financial
New Jersey
$3.5M 109,000 +49,298 +83%
CWM
78
Connecticut Wealth Management
Connecticut
$3.5M 92,337 +19,830 +27%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$3.48M 108,574 -1,133 -1%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$3.4M 105,963 +10,595 +11%
AAS
81
Avantax Advisory Services
Texas
$3.27M 101,834 +23,264 +30%
VWA
82
Visionary Wealth Advisors
Illinois
$3.17M 98,656 +98,656 New
LWM
83
Liberty Wealth Management
California
$3.1M 96,483 +34,101 +55%
CAM
84
Concorde Asset Management
Michigan
$3.09M 96,205 +26,137 +37%
LGWM
85
Litman Gregory Wealth Management
California
$3.06M 95,466 +16,267 +21%
QCG
86
Quadrant Capital Group
Ohio
$3.03M 94,434 +94,434 New
SCA
87
Snowden Capital Advisors
New York
$2.85M 88,937 -11,784 -12%
EH
88
Equitable Holdings
New York
$2.75M 85,635 +45,527 +114%
WI
89
WrapManager Inc
California
$2.72M 84,826 +84,826 New
WP
90
WealthShield Partners
North Carolina
$2.68M 83,666 +31,099 +59%
TA
91
Tiedemann Advisors
New York
$2.61M 81,506 +48,534 +147%
TAIM
92
TD Ameritrade Investment Management
Nebraska
$2.6M 81,055 +8,225 +11%
ASN
93
Advisory Services Network
Georgia
$2.53M 78,952 +26,340 +50%
TPWA
94
TRUE Private Wealth Advisors
Oregon
$2.51M 78,105 +41,505 +113%
BHWM
95
Bay Harbor Wealth Management
Maryland
$2.45M 76,482 +38,477 +101%
US Bancorp
96
US Bancorp
Minnesota
$2.43M 75,716 +58,782 +347%
Truist Financial
97
Truist Financial
North Carolina
$2.4M 74,670 -16,966 -19%
Natixis Advisors
98
Natixis Advisors
Massachusetts
$2.24M 69,664 +9,182 +15%
SB
99
Strategic Blueprint
Georgia
$2.09M 65,015 -12,195 -16%
VWM
100
Venturi Wealth Management
Texas
$2.09M 65,018 +29,216 +82%
2 3
4
5 6