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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

129 hedge funds and large institutions have $606M invested in iShares ESG Aware MSCI EM ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
129
Holders Change
+20
Holders Change %
+18.35%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
29
Increased
53
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$241M
2
Bank of America
2
Bank of America
North Carolina
$112M
3
PCA
3
Personal Capital Advisors
California
$21.1M
4
NA
4
Nottingham Advisors
New York
$5.95M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.94M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$204K
2
Jane Street
2
Jane Street
New York
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.09M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.36M
5
PO
5
Private Ocean
California
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
101
Global Retirement Partners
California
$20K +$1.31K +38 +7%
SIS
102
Sound Income Strategies
Florida
$18K – – –
FEG
103
Financial Enhancement Group
Indiana
$18K +$3.85K +112 +27%
KPW
104
Kore Private Wealth
New York
$17K – – –
AIM
105
Advantage Investment Management
Iowa
$16K – – –
AF
106
Advisornet Financial
Minnesota
$16K – – –
CA
107
Cetera Advisors
Colorado
$16K +$16K +465 New
GWM
108
Geneos Wealth Management
Colorado
$14K – – –
CAW
109
Cornerstone Advisors (Washington)
Washington
$13K -$441 -13 -3%
WAM
110
Wealthspire Advisors (Maryland)
Maryland
$13K – – –
AOWM
111
Alpha Omega Wealth Management
Virginia
$13K +$867 +25 +7%
YWP
112
YorkBridge Wealth Partners
New York
$12K – – –
LWCFA
113
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$11K +332 New
CWM
114
Cranbrook Wealth Management
Michigan
$10K +$10K +301 New
IC
115
Inscription Capital
Texas
$9K – – –
LFG
116
LifePlan Financial Group
Ohio
$6K – – –
Citigroup
117
Citigroup
New York
$6K +$6K +162 New
TFS
118
TrustCore Financial Services
Tennessee
$4K – – –
RCA
119
Rowland Carmichael Advisors
Arizona
$4K +$4K +121 New
PGA
120
Premia Global Advisors
Florida
$4K +$4K +131 New
APC
121
Aspire Private Capital
North Carolina
$3K – – –
CGI
122
Cougar Global Investments
Ontario, Canada
$3K +$264 +8 +10%
SF
123
Synovus Financial
Georgia
$3K +$3K +75 New
RCAG
124
Rehmann Capital Advisory Group
Michigan
$2.18K +$2.18K +64 New
IA
125
IFP Advisors
Florida
$2K -$2.64K -66 -57%
2 3 4
5
6