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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

144 hedge funds and large institutions have $704M invested in iShares ESG Aware MSCI EM ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
19
Increased
64
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$108M
2
PCA
2
Personal Capital Advisors
California
$31.9M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$3.36M
4
BlackRock
4
BlackRock
New York
$14.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.78M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$56.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.4M
3
Jane Street
3
Jane Street
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$21.9M
5
EI
5
Ellevest Inc
New York
$6.68M
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
126
Liberty Wealth Management
California
$10K 322 – –
Citigroup
127
Citigroup
New York
$9K 289 – –
LFG
128
LifePlan Financial Group
Ohio
$9K 270 +86 +47%
AIP
129
Ameritas Investment Partners
Nebraska
$9K 290 +290 New
CFGS
130
Concourse Financial Group Securities
Alabama
$6K 176 +176 New
AIC
131
Ameritas Investment Company
Nebraska
$6K 198 +198 New
EW
132
Evoke Wealth
California
$4.2K 129 +129 New
PWMG
133
Prestige Wealth Management Group
New Jersey
$4K 135 – –
TFS
134
TrustCore Financial Services
Tennessee
$4K 110 – –
NFG
135
Next Financial Group
Texas
$4K 114 – –
IA
136
IFP Advisors
Florida
$4K 127 +127 New
APC
137
Aspire Private Capital
North Carolina
$3K 100 – –
EIP
138
Ellis Investment Partners
Pennsylvania
$3K 94 – –
VNA
139
Valley National Advisers
Pennsylvania
$3K 85 +61 +254%
SF
140
Synovus Financial
Georgia
$2K 75 – –
CGI
141
Cougar Global Investments
Ontario, Canada
$2K 48 – –
TRCT
142
Tower Research Capital (TRC)
New York
$1K 21 -51 -71%
CFA
143
Carroll Financial Associates
North Carolina
$1K 32 – –
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$1K 20 +20 New
Jane Street
145
Jane Street
New York
– – -224,541 Closed
AC
146
Arjuna Capital
North Carolina
– – -9,838 Closed
TC
147
TownSquare Capital
Utah
– – -8,283 Closed
FAM
148
Formidable Asset Management
Ohio
– – -7,734 Closed
PA
149
Paracle Advisors
Washington
– – -6,141 Closed
MWM
150
Mascoma Wealth Management
New Hampshire
– – -2,296 Closed
3 4 5
6
7