ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

408 hedge funds and large institutions have $5.77B invested in iShares ESG Aware MSCI EM ETF in 2020 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 243 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
408
Holders Change
+83
Holders Change %
+25.54%
% of All Funds
7.24%
Holding in Top 10
33
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+83.33%
% of All Funds
0.59%
New
105
Increased
243
Reduced
39
Closed
16
Calls
$4.99M
Puts
$244K
Net Calls
+$4.75M
Net Calls Change
+$9.29M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.66B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$254M
3
Morgan Stanley
3
Morgan Stanley
New York
$290M
4
LPL Financial
4
LPL Financial
California
$284M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$177M

Top Sellers

1
SW
1
SteelPeak Wealth
California
$0
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$0
3
PWA
3
Physician Wealth Advisors
Utah
$688K
4
5L
4
55I LLC
Massachusetts
$39M
5
VWA
5
Visionary Wealth Advisors
Illinois
$351K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
76
Brookstone Capital Management
Illinois
$7.67M 182,728 +43,754 +31%
BRWA
77
B. Riley Wealth Advisors
Florida
$7.48M 178,147 +36,237 +26%
US Bancorp
78
US Bancorp
Minnesota
$7.31M 174,163 +72,693 +72%
FI
79
FormulaFolio Investments
Michigan
$6.91M 164,518 +164,518 New
SPIA
80
Steward Partners Investment Advisory
New York
$6.9M 164,263 +39,326 +31%
RJA
81
Raymond James & Associates
Florida
$6.79M 161,795 +65,047 +67%
FT
82
Fiduciary Trust
Massachusetts
$6.77M 161,259 +14,231 +10%
IDA
83
Intelligence Driven Advisers
California
$6.77M 161,207 +45,193 +39%
FCA
84
FLC Capital Advisors
California
$6.7M 159,550 +2,399 +2%
EH
85
Equitable Holdings
New York
$6.48M 154,339 +58,845 +62%
LNB
86
Ledyard National Bank
$6.39M 152,193 +15,237 +11%
KeyBank National Association
87
KeyBank National Association
Ohio
$6.38M 152,058 +117,414 +339%
CA
88
Cetera Advisors
Colorado
$6.37M 151,666 +107,667 +245%
SXL
89
Summit X LLC
Missouri
$6.36M 151,329 +23,286 +18%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$6.29M 149,811 +33,632 +29%
CA
91
Crumly & Associates
Illinois
$6.23M 136,910 +136,910 New
OFG
92
Oxford Financial Group
Indiana
$6.16M 146,743 -1,719 -1%
WI
93
WrapManager Inc
California
$6.06M 144,337 +8,414 +6%
EL
94
EQ LLC
Washington
$6.04M 143,929 +143,929 New
AAS
95
Avantax Advisory Services
Texas
$5.89M 140,276 -17,255 -11%
SL
96
SWMG LLC
Texas
$5.86M 131,303 +131,303 New
LFASL
97
Lugano Financial Advisors SA (LFA)
Switzerland
$5.84M 139,097 +26,542 +24%
BCA
98
Biltmore Capital Advisors
New Jersey
$5.71M 135,910 +124,938 +1,139%
DE
99
Day & Ennis
Georgia
$5.62M 133,835 +19,079 +17%
CAM
100
Concorde Asset Management
Michigan
$5.34M 127,182 +29,360 +30%
2 3
4
5 6