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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

109 hedge funds and large institutions have $266M invested in iShares ESG Aware MSCI EM ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 13 reducing their positions, and 17 closing their positions.

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
28
Increased
51
Reduced
13
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$57.5M
2
Bank of America
2
Bank of America
North Carolina
$73.1M
3
PO
3
Private Ocean
California
$7.86M
4
RTS
4
Round Table Services
New Jersey
$7.51M
5
UBS Group
5
UBS Group
Switzerland
$20.2M

Top Sellers

1
RA
1
Rational Advisors
New York
$0
2
TCM
2
Tuttle Capital Management
Connecticut
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.56M
4
FTUS
4
Flow Traders U.S.
New York
$807K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$5K 159 +159 New
IA
102
IFP Advisors
Florida
$4K 116 -2,455 -95%
WANY
103
Wealthspire Advisors (New York)
New York
$4K 116 +116 New
CGI
104
Cougar Global Investments
Ontario, Canada
$3K 83 – –
TFS
105
TrustCore Financial Services
Tennessee
$3K 110 – –
APC
106
Aspire Private Capital
North Carolina
$3K 100 +100 New
RA
107
Rational Advisors
New York
– – -46,020 Closed
TCM
108
Tuttle Capital Management
Connecticut
– – -46,020 Closed
OMC
109
Old Mission Capital
Illinois
– – -21,478 Closed
GAM
110
Gould Asset Management
California
– – -9,785 Closed
RCS
111
Retirement Capital Strategies
California
– – -9,395 Closed
FWM
112
Frontier Wealth Management
Missouri
– – -9,060 Closed
SAS
113
Sage Advisory Services
Texas
– – -7,048 Closed
CTA
114
Chesley Taft & Associates
Illinois
– – -6,500 Closed
CG
115
Caprock Group
Idaho
– – -6,080 Closed
SIAP
116
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– – -2,800 Closed
SFM
117
Signet Financial Management
New Jersey
– – -2,000 Closed
WSTAM
118
Wilbanks Smith & Thomas Asset Management
Virginia
– – -1,555 Closed
EA
119
Elm Advisors
California
– – -1,460 Closed
SPIA
120
Steward Partners Investment Advisory
New York
– – -161 Closed
PA
121
Parallel Advisors
California
– – -156 Closed
APA
122
American Portfolios Advisors
New York
– – -106 Closed
Citigroup
123
Citigroup
New York
– – -89 Closed
LYV
124
Live Your Vision
Pennsylvania
$0 8 – –
KL
125
KWMG LLC
Kansas
$0 8 – –
2 3 4
5
6