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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

270 hedge funds and large institutions have $1.87B invested in iShares ESG Aware MSCI EM ETF in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+99
Holders Change %
+57.89%
% of All Funds
5.96%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.27%
New
121
Increased
106
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$451M
2
Bank of America
Bank of America
North Carolina
$168M
3
LPL Financial
LPL Financial
California
$69.6M
4
Morgan Stanley
Morgan Stanley
New York
$74.7M
5
PAS
Park Avenue Securities
New York
$52.5M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.52M
3
MWM
Merriman Wealth Management
Washington
$0
4
GC
Garde Capital
Washington
$0
5
FWM
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
126
Mid Atlantic Financial Management
Pennsylvania
$769K +$769K +28,104 New
HIM
127
Hanlon Investment Management
New Jersey
$755K +$755K +27,584 New
AssetMark Inc
128
AssetMark Inc
California
$748K -$81.2K -2,965 -10%
Brown Advisory
129
Brown Advisory
Maryland
$741K – – –
IWC
130
Integrated Wealth Concepts
Massachusetts
$730K +$730K +26,667 New
RWM
131
Ritholtz Wealth Management
New York
$722K +$34.9K +1,275 +5%
CA
132
Cetera Advisors
Colorado
$686K +$686K +25,070 New
PFM
133
Parsec Financial Management
North Carolina
$678K +$428K +15,623 +171%
BAAM
134
Baker Avenue Asset Management
California
$671K +$2.13K +78 +0.3%
MYIA
135
Mount Yale Investment Advisors
Colorado
$644K +$292K +10,685 +83%
RF
136
RHS Financial
California
$639K +$639K +23,357 New
PPW
137
Parcion Private Wealth
Washington
$625K +$625K +22,844 New
APW
138
Austin Private Wealth
Texas
$625K +$625K +22,851 New
Deutsche Bank
139
Deutsche Bank
Germany
$622K -$23.4K -855 -4%
RSWM
140
Robertson Stephens Wealth Management
California
$622K +$622K +22,730 New
BEC
141
Blue Edge Capital
Virginia
$620K +$243K +8,884 +64%
MIAN
142
Mariner Independent Advisor Network
Kansas
$595K +$275K +10,183 +86%
LSAG
143
Lake Street Advisors Group
New Hampshire
$588K +$347K +12,686 +144%
PPP
144
Private Portfolio Partners
New Jersey
$578K +$578K +21,101 New
CG
145
Colony Group
Massachusetts
$572K -$21.2K -775 -4%
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$571K +$169K +6,161 +42%
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$570K +$380K +13,885 +200%
BWM
148
Baystate Wealth Management
Massachusetts
$560K +$58.6K +2,140 +12%
EWM
149
Empirical Wealth Management
Washington
$549K +$211K +7,716 +62%
FI
150
Financial Insights
Washington
$536K +$16.2K +591 +3%
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