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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

270 hedge funds and large institutions have $1.87B invested in iShares ESG Aware MSCI EM ETF in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 20 closing their positions.

Holders
270
Holders Change
+99
Holders Change %
+57.89%
% of All Funds
5.96%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.27%
New
121
Increased
106
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$451M
2
Bank of America
2
Bank of America
North Carolina
$168M
3
LPL Financial
3
LPL Financial
California
$69.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.7M
5
PAS
5
Park Avenue Securities
New York
$52.5M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.52M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
GC
4
Garde Capital
Washington
$0
5
FWM
5
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
101
Horst & Graben Wealth Management
Oregon
$1.4M +$1.4M +50,977 New
MBT
102
Montecito Bank & Trust
California
$1.35M +$1.14M +41,512 +539%
Bank Julius Baer & Co
103
Bank Julius Baer & Co
Switzerland
$1.23M +$1.23M +44,950 New
CC
104
Copperleaf Capital
North Carolina
$1.18M +$1.18M +42,988 New
SPIA
105
Steward Partners Investment Advisory
New York
$1.16M +$1.06M +38,931 +1,106%
SFS
106
Sowell Financial Services
Arkansas
$1.14M +$492K +17,984 +76%
RCA
107
Rowland Carmichael Advisors
Arizona
$1.1M +$1.09M +39,900 +11,532%
EH
108
Equitable Holdings
New York
$1.1M +$1.1M +40,108 New
VFM
109
Vivid Financial Management
California
$1.05M +$309K +11,305 +42%
FWCM
110
Ferguson Wellman Capital Management
Oregon
$1.04M +$244K +8,902 +30%
HSBC Holdings
111
HSBC Holdings
United Kingdom
$1.04M – – –
BHWM
112
Bay Harbor Wealth Management
Maryland
$1.04M +$1.04M +38,005 New
SC
113
Savant Capital
Illinois
$1.01M +$327K +11,956 +48%
TPWA
114
TRUE Private Wealth Advisors
Oregon
$1M +$986K +36,049 +6,542%
VWM
115
Venturi Wealth Management
Texas
$980K +$980K +35,802 New
B
116
Bailard
California
$971K -$97.5K -3,561 -9%
VHAM
117
Van Hulzen Asset Management
California
$956K +$956K +34,929 New
KeyBank National Association
118
KeyBank National Association
Ohio
$926K -$348K -12,698 -27%
TA
119
Tiedemann Advisors
New York
$902K +$902K +32,972 New
FAIM
120
Financial Advocates Investment Management
Washington
$893K +$893K +32,624 New
CWM
121
Cornerstone Wealth Management
Missouri
$874K +$874K +31,946 New
PGAM
122
Princeton Global Asset Management
New Jersey
$805K +$805K +29,430 New
KP
123
Keel Point
Alabama
$801K +$6.6K +241 +0.8%
Stifel Financial
124
Stifel Financial
Missouri
$771K +$771K +28,163 New
CJA
125
C-J Advisory
California
$769K +$198K +7,228 +35%
3 4
5
6 7