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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

325 hedge funds and large institutions have $3.47B invested in iShares ESG Aware MSCI EM ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 66 reducing their positions, and 26 closing their positions.

Holders
325
Holders Change
+30
Holders Change %
+10.17%
% of All Funds
6.58%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
59
Increased
161
Reduced
66
Closed
26
Calls
$1.21M
Puts
$5.75M
Net Calls
-$4.54M
Net Calls Change
-$4.54M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$970M
2
BlackRock
2
BlackRock
New York
$152M
3
5L
3
55I LLC
Massachusetts
$36.4M
4
LPL Financial
4
LPL Financial
California
$167M
5
ECM
5
ETrade Capital Management
Virginia
$66.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
PP
2
Prudential plc
United Kingdom
$138M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$120M
5
BCM
5
Brookstone Capital Management
Illinois
$4.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
101
Natixis Advisors
Massachusetts
$2.44M 68,606 -1,058 -2%
WI
102
Wintrust Investments
Illinois
$2.43M 68,301 +12,513 +22%
HCM
103
Howland Capital Management
Massachusetts
$2.34M 65,815 +9,625 +17%
TF
104
Trek Financial
Arizona
$2.32M 65,150 +1,168 +2%
B
105
Bailard
California
$2.21M 62,147 +6,070 +11%
FWCM
106
Ferguson Wellman Capital Management
Oregon
$2.18M 61,122 +17,130 +39%
PSUF
107
People's United Financial
Connecticut
$2.16M 60,516 +1,007 +2%
VHAM
108
Van Hulzen Asset Management
California
$2.16M 60,528 +4,138 +7%
TF
109
Tompkins Financial
New York
$2.14M 60,167 +1,125 +2%
MAFM
110
Mid Atlantic Financial Management
Pennsylvania
$2.12M 54,095 +6,808 +14%
RSWM
111
Robertson Stephens Wealth Management
California
$2.04M 57,151 -4,440 -7%
SC
112
Savant Capital
Illinois
$1.92M 53,838 +635 +1%
SHGA
113
Sand Hill Global Advisors
California
$1.86M 52,153 +479 +0.9%
T
114
TRUADVICE
Florida
$1.81M 49,655 +49,655 New
WLIM
115
White Lighthouse Investment Management
Massachusetts
$1.72M 48,316 -6,433 -12%
VWM
116
Venturi Wealth Management
Texas
$1.69M 47,504 -17,514 -27%
FFN
117
Focus Financial Network
Minnesota
$1.68M 47,229 +1,083 +2%
EWM
118
Empirical Wealth Management
Washington
$1.67M 46,887 +12,868 +38%
IWC
119
Integrated Wealth Concepts
Massachusetts
$1.58M 44,350 +1,522 +4%
CA
120
Cetera Advisors
Colorado
$1.57M 43,999 +6,662 +18%
CJA
121
C-J Advisory
California
$1.5M 42,116 -198 -0.5%
SFS
122
Sowell Financial Services
Arkansas
$1.49M 41,753 -3,652 -8%
CAN
123
Cetera Advisor Networks
California
$1.49M 41,733 +6,605 +19%
CC
124
Copperleaf Capital
North Carolina
$1.48M 41,637 -1,978 -5%
MYIA
125
Mount Yale Investment Advisors
Colorado
$1.47M 41,308 +813 +2%
3 4
5
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