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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

408 hedge funds and large institutions have $5.77B invested in iShares ESG Aware MSCI EM ETF in 2020 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 243 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
408
Holders Change
+83
Holders Change %
+25.54%
% of All Funds
7.24%
Holding in Top 10
33
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+83.33%
% of All Funds
0.59%
New
105
Increased
243
Reduced
39
Closed
16
Calls
$4.99M
Puts
$244K
Net Calls
+$4.75M
Net Calls Change
+$9.29M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.66B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$254M
3
Morgan Stanley
3
Morgan Stanley
New York
$290M
4
LPL Financial
4
LPL Financial
California
$284M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$177M

Top Sellers

1
SW
1
SteelPeak Wealth
California
$0
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$0
3
PWA
3
Physician Wealth Advisors
Utah
$688K
4
5L
4
55I LLC
Massachusetts
$39M
5
VWA
5
Visionary Wealth Advisors
Illinois
$351K
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
101
Advisory Services Network
Georgia
$5.32M 126,822 +16,853 +15%
WF
102
Williams Financial
Vermont
$5.21M 124,080 +124,080 New
HPWM
103
Highland Private Wealth Management
Washington
$5.18M 123,310 +1,840 +2%
RA
104
RFG Advisory
Alabama
$5.01M 112,716 +21,253 +23%
LWM
105
Liberty Wealth Management
California
$4.92M 110,260 -2,214 -2%
LGWM
106
Litman Gregory Wealth Management
California
$4.75M 113,243 +3,573 +3%
TAIM
107
TD Ameritrade Investment Management
Nebraska
$4.7M 111,967 +20,746 +23%
BHWM
108
Bay Harbor Wealth Management
Maryland
$4.53M 107,861 +22,153 +26%
CWM
109
Connecticut Wealth Management
Connecticut
$4.49M 93,054 +19,404 +26%
CCWA
110
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.26M 101,459 +101,459 New
FWCM
111
Ferguson Wellman Capital Management
Oregon
$4.1M 97,617 +36,495 +60%
NL
112
NWAM LLC
Washington
$4.09M 97,521 +97,521 New
MCIA
113
Mountain Capital Investment Advisors
Colorado
$4.05M 92,264 +2,029 +2%
QCG
114
Quadrant Capital Group
Ohio
$3.96M 94,434 – –
OWA
115
Octavia Wealth Advisors
Ohio
$3.9M 92,907 +92,907 New
SCA
116
Snowden Capital Advisors
New York
$3.89M 92,774 +4,846 +6%
NA
117
Nottingham Advisors
New York
$3.67M 87,507 -12,598 -13%
TF
118
Trek Financial
Arizona
$3.66M 87,053 +21,903 +34%
AWA
119
Arkadios Wealth Advisors
Georgia
$3.62M 86,330 +85,779 +15,568%
PSUF
120
People's United Financial
Connecticut
$3.59M 85,387 +24,871 +41%
RIA
121
Regal Investment Advisors
Michigan
$3.45M 82,135 +82,135 New
TWM
122
Tradition Wealth Management
Minnesota
$3.42M 81,538 +81,538 New
Citadel Advisors
123
Citadel Advisors
Florida
$3.21M 76,493 +76,493 New
FWP
124
Firethorn Wealth Partners
Georgia
$3.08M 73,408 +73,408 New
B
125
Bailard
California
$3.06M 72,799 +10,652 +17%
3 4
5
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