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iShares ESG Aware MSCI EM ETF
ESGE

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.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

253% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 15

128% more capital invested

Capital invested by funds: $266M → $606M (+$340M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

38.34% more ownership

Funds ownership: 63.82% → 102.15% (+38%)

18% more funds holding

Funds holding: 109 → 129 (+20)

Holders
129
Holders Change
+20
Holders Change %
+18.35%
% of All Funds
2.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
29
Increased
53
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$177M
2
Bank of America
Bank of America
North Carolina
+$30.1M
3
PCA
Personal Capital Advisors
California
+$20.6M
4
NA
Nottingham Advisors
New York
+$5.43M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.86M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8M
2
Jane Street
Jane Street
New York
-$4.14M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.01M
4
Goldman Sachs
Goldman Sachs
New York
-$3.63M
5
PO
Private Ocean
California
-$3.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
126
Carroll Financial Associates
North Carolina
$1K – – –
VNA
127
Valley National Advisers
Pennsylvania
$1K +$798 +24 New
Jane Street
128
Jane Street
New York
– -$4.14M -135,158 Closed
BWP
129
BSW Wealth Partners
Colorado
– -$1.97M -64,324 Closed
FTUS
130
Flow Traders U.S.
New York
– -$807K -26,305 Closed
CNBT
131
Canandaigua National Bank & Trust
New York
– -$203K -6,627 Closed
EWA
132
ERTS Wealth Advisors
Michigan
– -$32K -1,043 Closed
PMFA
133
Plante Moran Financial Advisors
Michigan
– -$8K -257 Closed
WANY
134
Wealthspire Advisors (New York)
New York
– -$4K -116 Closed
2 3 4 5
6