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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 %
PAG
151
Private Advisor Group
New Jersey
$534K +$121K +4,419 +29%
RJT
152
Raymond James Trust
Florida
$533K +$533K +19,474 New
BAM
153
Belpointe Asset Management
Nevada
$523K +$523K +19,091 New
CB
154
Community Bank
New York
$513K – – –
HFA
155
High Falls Advisors
New York
$512K +$512K +18,689 New
SDWMA
156
Schneider Downs Wealth Management Advisors
Pennsylvania
$507K +$507K +18,524 New
AI
157
Accredited Investors
Minnesota
$491K +$107K +3,910 +28%
SPC
158
Sigma Planning Corp
Michigan
$483K +$483K +17,643 New
US Bancorp
159
US Bancorp
Minnesota
$463K +$206K +7,534 +80%
BCI
160
Brinker Capital Investments
Pennsylvania
$462K +$60.9K +2,227 +15%
SBSB
161
Sullivan, Bruyette, Speros & Blaney
Virginia
$454K +$101K +3,699 +29%
DAS
162
Dynamic Advisor Solutions
Arizona
$442K +$248K +9,059 +128%
MIM
163
Macroview Investment Management
Maryland
$436K +$436K +15,912 New
HHGA
164
Halbert Hargrove Global Advisors
California
$427K +$11.1K +407 +3%
MM
165
Main Management
California
$407K -$27.3K -999 -6%
FCA
166
FinTrust Capital Advisors
South Carolina
$400K +$378K +13,790 +1,692%
BC
167
Brinker Capital
Pennsylvania
$399K +$58.2K +2,123 +17%
GTAM
168
Global Trust Asset Management
Florida
$398K -$89.8K -3,285 -18%
ACA
169
Affinity Capital Advisors
California
$396K +$149K +5,087 +60%
AA
170
Alesco Advisors
New York
$396K +$396K +14,470 New
CIBC Asset Management
171
CIBC Asset Management
Ontario, Canada
$373K – – –
Renaissance Technologies
172
Renaissance Technologies
New York
$361K +$361K +13,200 New
AWA
173
Alaska Wealth Advisors
Alaska
$360K +$122K +4,440 +51%
RFN
174
RDA Financial Network
Iowa
$345K +$77.6K +2,839 +29%
PCG
175
Private Capital Group
Connecticut
$337K +$337K +12,297 New
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