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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

325 hedge funds and large institutions have $3.47B invested in iShares ESG Aware MSCI EM ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 66 reducing their positions, and 26 closing their positions.

Holders
325
Holders Change
+30
Holders Change %
+10.17%
% of All Funds
6.58%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
59
Increased
161
Reduced
66
Closed
26
Calls
$1.21M
Puts
$5.75M
Net Calls
-$4.54M
Net Calls Change
-$4.54M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$970M
2
BlackRock
2
BlackRock
New York
$152M
3
5L
3
55I LLC
Massachusetts
$36.4M
4
LPL Financial
4
LPL Financial
California
$167M
5
ECM
5
ETrade Capital Management
Virginia
$66.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
PP
2
Prudential plc
United Kingdom
$138M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$120M
5
BCM
5
Brookstone Capital Management
Illinois
$4.95M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
126
Cornerstone Wealth Management
Missouri
$1.37M 38,504 -18,370 -32%
MBT
127
Montecito Bank & Trust
California
$1.36M 38,106 -2,244 -6%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$1.35M 38,000 – –
SPC
129
Sigma Planning Corp
Michigan
$1.32M 37,136 -4,943 -12%
SB
130
Strategic Blueprint
Georgia
$1.31M 36,875 -28,140 -43%
TA
131
Tiedemann Advisors
New York
$1.25M 35,192 -46,314 -57%
KeyBank National Association
132
KeyBank National Association
Ohio
$1.23M 34,644 +2,206 +7%
Brown Advisory
133
Brown Advisory
Maryland
$1.16M 32,683 +5,616 +21%
BCI
134
Brinker Capital Investments
Pennsylvania
$1.13M 31,620 +13,907 +79%
DAS
135
Dynamic Advisor Solutions
Arizona
$1.13M 31,589 +15,689 +99%
PFM
136
Parsec Financial Management
North Carolina
$1.07M 29,895 -1,980 -6%
PPP
137
Private Portfolio Partners
New Jersey
$1.05M 29,536 +3,701 +14%
VC
138
Veracity Capital
Georgia
$1.05M 29,464 +7,090 +32%
SEI Investments
139
SEI Investments
Pennsylvania
$1.05M 29,313 +17,083 +140%
Renaissance Technologies
140
Renaissance Technologies
New York
$1.03M 29,000 +29,000 New
KP
141
Keel Point
Alabama
$1.03M 28,964 – –
LSAG
142
Lake Street Advisors Group
New Hampshire
$1M 28,142 +12,032 +75%
BFG
143
Baron Financial Group
New Jersey
$991K 27,830 +27,830 New
Deutsche Bank
144
Deutsche Bank
Germany
$975K 27,387 -16,900 -38%
BEC
145
Blue Edge Capital
Virginia
$957K 26,865 +3,129 +13%
AssetMark Inc
146
AssetMark Inc
California
$951K 26,700 +85 +0.3%
PCG
147
Private Capital Group
Connecticut
$945K 26,549 -50 -0.2%
AWE
148
Avidian Wealth Enterprises
Texas
$939K 26,365 +3,790 +17%
3AM
149
3EDGE Asset Management
Florida
$902K 25,338 +16,414 +184%
PAG
150
Private Advisor Group
New Jersey
$870K 25,935 +1,437 +6%
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