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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

451 hedge funds and large institutions have $6.19B invested in iShares ESG Aware MSCI EM ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 202 increasing their positions, 130 reducing their positions, and 24 closing their positions.

Holders
451
Holders Change
+43
Holders Change %
+10.54%
% of All Funds
7.94%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.49%
New
73
Increased
202
Reduced
130
Closed
24
Calls
$5.15M
Puts
–
Net Calls
+$5.15M
Net Calls Change
+$402K

Top Buyers

1
Jane Street
1
Jane Street
New York
$218M
2
Bank of America
2
Bank of America
North Carolina
$459M
3
Morgan Stanley
3
Morgan Stanley
New York
$358M
4
PP
4
Prudential plc
United Kingdom
$261M
5
Wells Fargo
5
Wells Fargo
California
$92.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.43B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$201M
3
PAS
3
Park Avenue Securities
New York
$149M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$156M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$461K
Name Market Value Shares Shares
Change 		Shares
Change %
HPWM
101
Highland Private Wealth Management
Washington
$5.44M 125,614 +2,304 +2%
SXL
102
Summit X LLC
Missouri
$5.38M 123,554 -27,775 -18%
LGWM
103
Litman Gregory Wealth Management
California
$5.35M 123,449 +10,206 +9%
OWA
104
Outlook Wealth Advisors
Texas
$5.23M 120,846 +120,846 New
ASN
105
Advisory Services Network
Georgia
$5.18M 119,580 -7,242 -6%
LWM
106
Liberty Wealth Management
California
$4.92M 110,260 – –
TAIM
107
TD Ameritrade Investment Management
Nebraska
$4.7M 111,967 – –
EL
108
EQ LLC
Washington
$4.6M 106,090 -37,839 -26%
RA
109
RFG Advisory
Alabama
$4.5M 103,919 -8,797 -8%
CWM
110
Connecticut Wealth Management
Connecticut
$4.49M 89,568 -3,486 -4%
SCA
111
Snowden Capital Advisors
New York
$4.42M 102,007 +9,233 +10%
CAN
112
Cetera Advisor Networks
California
$4.41M 101,853 +36,835 +57%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$4.39M 101,246 -137,935 -58%
I
114
INVST
Indiana
$4.31M 98,114 -103,469 -51%
MWP
115
Meridian Wealth Partners
Pennsylvania
$4.26M 98,242 +98,242 New
NL
116
NWAM LLC
Washington
$4.18M 96,549 -972 -1%
QCG
117
Quadrant Capital Group
Ohio
$4.09M 94,434 – –
BHWM
118
Bay Harbor Wealth Management
Maryland
$4.02M 92,849 -15,012 -14%
WF
119
Williams Financial
Vermont
$3.91M 90,273 -33,807 -27%
MCIA
120
Mountain Capital Investment Advisors
Colorado
$3.83M 88,191 -4,073 -4%
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.7M 85,325 -16,134 -16%
B
122
Bailard
California
$3.68M 85,021 +12,222 +17%
EWM
123
Empirical Wealth Management
Washington
$3.6M 83,003 +22,262 +37%
FIA
124
Foundations Investment Advisors
Arizona
$3.43M 78,903 +50,677 +180%
TWM
125
Tradition Wealth Management
Minnesota
$3.32M 76,533 -5,005 -6%
3 4
5
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