ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

325 hedge funds and large institutions have $3.47B invested in iShares ESG Aware MSCI EM ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 66 reducing their positions, and 26 closing their positions.

Holders
325
Holders Change
+30
Holders Change %
+10.17%
% of All Funds
6.58%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
59
Increased
161
Reduced
66
Closed
26
Calls
$1.21M
Puts
$5.75M
Net Calls
-$4.54M
Net Calls Change
-$4.54M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$970M
2
BlackRock
2
BlackRock
New York
$152M
3
5L
3
55I LLC
Massachusetts
$36.4M
4
LPL Financial
4
LPL Financial
California
$167M
5
ECM
5
ETrade Capital Management
Virginia
$66.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
PP
2
Prudential plc
United Kingdom
$138M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$120M
5
BCM
5
Brookstone Capital Management
Illinois
$4.95M
Name Market Value Shares Shares
Change 		Shares
Change %
IDA
76
Intelligence Driven Advisers
California
$4.13M 116,014 +116,014 New
DE
77
Day & Ennis
Georgia
$4.09M 114,756 +3,359 +3%
LFASL
78
Lugano Financial Advisors SA (LFA)
Switzerland
$4.05M 112,555 +107,079 +1,955%
LWM
79
Liberty Wealth Management
California
$4.01M 112,474 +15,991 +17%
ASN
80
Advisory Services Network
Georgia
$3.92M 109,969 +31,017 +39%
LGWM
81
Litman Gregory Wealth Management
California
$3.91M 109,670 +14,204 +15%
US Bancorp
82
US Bancorp
Minnesota
$3.61M 101,470 +25,754 +34%
Truist Financial
83
Truist Financial
North Carolina
$3.59M 100,821 +26,151 +35%
NA
84
Nottingham Advisors
New York
$3.57M 100,105 +100,105 New
CAM
85
Concorde Asset Management
Michigan
$3.49M 97,822 +1,617 +2%
RJA
86
Raymond James & Associates
Florida
$3.45M 96,748 +66,785 +223%
EH
87
Equitable Holdings
New York
$3.4M 95,494 +9,859 +12%
WP
88
WealthShield Partners
North Carolina
$3.4M 95,505 +11,839 +14%
MCIA
89
Mountain Capital Investment Advisors
Colorado
$3.38M 90,235 +90,235 New
QCG
90
Quadrant Capital Group
Ohio
$3.36M 94,434 – –
VWA
91
Visionary Wealth Advisors
Illinois
$3.32M 93,154 -5,502 -6%
RA
92
RFG Advisory
Alabama
$3.26M 91,463 -38,068 -29%
TAIM
93
TD Ameritrade Investment Management
Nebraska
$3.25M 91,221 +10,166 +13%
SCA
94
Snowden Capital Advisors
New York
$3.13M 87,928 -1,009 -1%
BHWM
95
Bay Harbor Wealth Management
Maryland
$3.05M 85,708 +9,226 +12%
AWM
96
AE Wealth Management
Kansas
$2.8M 78,649 -93,441 -54%
SS
97
Simplicity Solutions
Minnesota
$2.72M 76,481 -82,431 -52%
KAS
98
Kestra Advisory Services
Texas
$2.67M 75,095 +75,095 New
TPWA
99
TRUE Private Wealth Advisors
Oregon
$2.65M 74,364 -3,741 -5%
CWM
100
Connecticut Wealth Management
Connecticut
$2.62M 73,650 -18,687 -20%
2 3
4
5 6