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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

477 hedge funds and large institutions have $5.45B invested in iShares ESG Aware MSCI EM ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 191 increasing their positions, 180 reducing their positions, and 32 closing their positions.

Holders
477
Holders Change
+7
Holders Change %
+1.49%
% of All Funds
8.38%
Holding in Top 10
20
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25.93%
% of All Funds
0.35%
New
48
Increased
191
Reduced
180
Closed
32
Calls
$4.43M
Puts
$2.07M
Net Calls
+$2.37M
Net Calls Change
-$4.77M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$511M
2
Goldman Sachs
2
Goldman Sachs
New York
$137M
3
PCA
3
Personal Capital Advisors
California
$152M
4
Creative Planning
4
Creative Planning
Kansas
$35.3M
5
Wells Fargo
5
Wells Fargo
California
$134M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.12B
2
Morgan Stanley
2
Morgan Stanley
New York
$274M
3
CS
3
Credit Suisse
Switzerland
$0
4
LPL Financial
4
LPL Financial
California
$235M
5
PAS
5
Park Avenue Securities
New York
$115M
Name Market Value Shares Shares
Change 		Shares
Change %
HPC
76
Hobart Private Capital
North Carolina
$7.29M 175,960 -47,842 -21%
PCIG
77
Partners Capital Investment Group
Massachusetts
$7.21M 173,856 +33,051 +23%
VHAM
78
Van Hulzen Asset Management
California
$7.05M 170,083 -15,026 -8%
CA
79
Crumly & Associates
Illinois
$6.99M 168,585 -8,291 -5%
TFCP
80
Twin Focus Capital Partners
Massachusetts
$6.91M 166,802 +32,417 +24%
AWM
81
AE Wealth Management
Kansas
$6.8M 164,113 -57,508 -26%
CFGS
82
Concourse Financial Group Securities
Alabama
$6.68M 161,103 -56,793 -26%
WL
83
WIT LLC
District of Columbia
$6.6M 159,261 -93,198 -37%
EH
84
Equitable Holdings
New York
$6.57M 158,605 +12,335 +8%
LFASL
85
Lugano Financial Advisors SA (LFA)
Switzerland
$6.36M 153,495 +2,438 +2%
BCM
86
Brookstone Capital Management
Illinois
$6.36M 150,914 -52,646 -26%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$6.21M 149,904 -6,764 -4%
OAP
88
One Advisory Partners
Kansas
$6.08M 146,795 -64,442 -31%
HPWM
89
Highland Private Wealth Management
Washington
$6.01M 144,997 +19,469 +16%
SMG
90
Spectrum Management Group
Indiana
$6M 144,885 -37,266 -20%
DE
91
Day & Ennis
Georgia
$5.98M 144,301 +5,753 +4%
PSUF
92
People's United Financial
Connecticut
$5.93M 143,118 +9,896 +7%
OFG
93
Oxford Financial Group
Indiana
$5.92M 142,774 +1,357 +1%
TSA
94
Tri-Star Advisors
Texas
$5.8M 137,276 -64,228 -32%
CWS
95
Cypress Wealth Services
California
$5.75M 138,669 +6,028 +5%
WI
96
WrapManager Inc
California
$5.59M 134,792 -746 -0.6%
SEI Investments
97
SEI Investments
Pennsylvania
$5.37M 129,605 +31,364 +32%
BCA
98
Biltmore Capital Advisors
New Jersey
$5.24M 126,383 -50,588 -29%
SPIA
99
Steward Partners Investment Advisory
New York
$5.1M 123,126 -21,908 -15%
FCA
100
FLC Capital Advisors
California
$5.05M 121,783 -4,449 -4%
2 3
4
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