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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

477 hedge funds and large institutions have $5.45B invested in iShares ESG Aware MSCI EM ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 191 increasing their positions, 180 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+7
Holders Change %
+1.49%
% of All Funds
8.38%
Holding in Top 10
20
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25.93%
% of All Funds
0.35%
New
48
Increased
191
Reduced
180
Closed
32
Calls
$4.43M
Puts
$2.07M
Net Calls
+$2.37M
Net Calls Change
-$4.77M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$511M
2
Goldman Sachs
Goldman Sachs
New York
$137M
3
PCA
Personal Capital Advisors
California
$152M
4
Creative Planning
Creative Planning
Kansas
$35.3M
5
Wells Fargo
Wells Fargo
California
$134M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.12B
2
Morgan Stanley
Morgan Stanley
New York
$274M
3
CS
Credit Suisse
Switzerland
$0
4
LPL Financial
LPL Financial
California
$235M
5
PAS
Park Avenue Securities
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
126
Howland Capital Management
Massachusetts
$3.12M -$15.2K -366 -0.5%
UCFA
127
United Capital Financial Advisors
Texas
$3.12M +$215K +5,197 +7%
MIAN
128
Mariner Independent Advisor Network
Kansas
$3.06M -$3.26K -76 -0.1%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$3.03M +$158K +3,803 +5%
AWA
130
Arkadios Wealth Advisors
Georgia
$2.99M +$83.9K +2,025 +3%
TF
131
Tompkins Financial
New York
$2.97M +$2.97M +71,596 New
CWM
132
Connecticut Wealth Management
Connecticut
$2.94M – – –
TPWA
133
TRUE Private Wealth Advisors
Oregon
$2.9M -$360K -8,678 -11%
BHWM
134
Bay Harbor Wealth Management
Maryland
$2.86M -$1.39M -33,565 -33%
WA
135
Wealth Alliance
New York
$2.83M -$183K -4,407 -6%
MCIA
136
Mountain Capital Investment Advisors
Colorado
$2.75M -$1.88M -45,014 -41%
SHGA
137
Sand Hill Global Advisors
California
$2.71M -$35K -845 -1%
NL
138
NWAM LLC
Washington
$2.71M -$978K -23,585 -27%
RSWM
139
Robertson Stephens Wealth Management
California
$2.68M -$569K -13,726 -18%
TF
140
Trek Financial
Arizona
$2.65M -$603K -14,552 -19%
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.61M -$270K -6,507 -9%
DAS
142
Dynamic Advisor Solutions
Arizona
$2.56M -$248K -5,991 -9%
CCWA
143
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.46M -$1.58M -38,008 -39%
WF
144
Williams Financial
Vermont
$2.43M -$1.47M -35,457 -38%
SC
145
Savant Capital
Illinois
$2.41M +$383K +9,245 +19%
Allianz Asset Management
146
Allianz Asset Management
Germany
$2.36M -$414K -10,000 -15%
RIA
147
Regal Investment Advisors
Michigan
$2.32M -$874K -21,090 -27%
FHA
148
First Horizon Advisors
Tennessee
$2.26M -$174K -4,191 -7%
PFM
149
Parsec Financial Management
North Carolina
$2.26M +$408K +9,708 +22%
PA
150
PFG Advisors
Arizona
$2.26M +$36.5K +881 +2%
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