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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 285 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.21%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
285
Reduced
81
Closed
23
Calls
$7.13M
Puts
–
Net Calls
+$7.13M
Net Calls Change
+$1.98M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.68B
2
PP
Prudential plc
United Kingdom
$366M
3
Goldman Sachs
Goldman Sachs
New York
$116M
4
CS
Credit Suisse
Switzerland
$46.4M
5
Bank of America
Bank of America
North Carolina
$518M

Top Sellers

1
Jane Street
Jane Street
New York
$1.58M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.63M
3
Citadel Advisors
Citadel Advisors
Florida
$296K
4
Creative Planning
Creative Planning
Kansas
$18.3M
5
SWM
Sugarloaf Wealth Management
Georgia
$71K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
126
Quadrant Capital Group
Ohio
$4.26M – – –
WF
127
Williams Financial
Vermont
$4.25M +$172K +3,802 +4%
NL
128
NWAM LLC
Washington
$4.02M -$342K -7,579 -8%
VAS
129
Vestmark Advisory Solutions
Massachusetts
$3.94M +$3.66M +80,956 +1,277%
TWM
130
Tradition Wealth Management
Minnesota
$3.56M +$102K +2,270 +3%
HWMA
131
Heritage Wealth Management (Arizona)
Arizona
$3.56M +$606K +13,429 +21%
TPWA
132
TRUE Private Wealth Advisors
Oregon
$3.55M +$568K +12,578 +19%
TF
133
Trek Financial
Arizona
$3.55M +$361K +7,987 +11%
RSWM
134
Robertson Stephens Wealth Management
California
$3.54M +$604K +13,377 +21%
MA
135
Mutual Advisors
Nebraska
$3.51M +$2.89M +63,897 +459%
RIA
136
Regal Investment Advisors
Michigan
$3.48M +$3.48M +77,063 New
HCM
137
Howland Capital Management
Massachusetts
$3.42M +$112K +2,477 +3%
WA
138
Wealth Alliance
New York
$3.28M +$1.67M +37,006 +104%
MIAN
139
Mariner Independent Advisor Network
Kansas
$3.23M +$1.26M +27,863 +64%
CWM
140
Connecticut Wealth Management
Connecticut
$3.21M -$836K -18,528 -21%
AWA
141
Arkadios Wealth Advisors
Georgia
$3.17M +$28.8K +639 +0.9%
UCFA
142
United Capital Financial Advisors
Texas
$3.17M +$2.87M +63,460 +952%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$3.13M +$2.06M +45,619 +192%
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.13M +$904K +20,022 +41%
DAS
145
Dynamic Advisor Solutions
Arizona
$3.06M +$41K +908 +1%
TCA
146
Transcend Capital Advisors
New Jersey
$3.02M +$274K +6,054 +10%
Allianz Asset Management
147
Allianz Asset Management
Germany
$3.02M – – –
SHGA
148
Sand Hill Global Advisors
California
$2.99M +$119K +2,645 +4%
SWM
149
SigFig Wealth Management
California
$2.98M +$728K +16,128 +32%
PAG
150
Private Advisor Group
New Jersey
$2.73M -$172K -3,804 -6%
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