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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 %
SWM
151
SigFig Wealth Management
California
$837K 23,878 +8,888 +59%
BDWM
152
Brewin Dolphin Wealth Management
Ireland
$829K 23,280 – –
RWM
153
Ritholtz Wealth Management
New York
$825K 23,164 -6,670 -22%
PPW
154
Parcion Private Wealth
Washington
$814K 22,870 -105 -0.5%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$814K 22,856 +1,473 +7%
RF
156
RHS Financial
California
$782K 21,947 -9,058 -29%
BWM
157
Baystate Wealth Management
Massachusetts
$780K 21,893 +690 +3%
CFG
158
Citizens Financial Group
Rhode Island
$778K 21,862 +6,759 +45%
MIAN
159
Mariner Independent Advisor Network
Kansas
$775K 21,751 -7,801 -26%
PAMG
160
Patton Albertson Miller Group
Tennessee
$770K 21,634 +1,931 +10%
CG
161
Colony Group
Massachusetts
$749K 21,034 – –
AA
162
Alesco Advisors
New York
$748K 20,995 +1,185 +6%
FI
163
Financial Insights
Washington
$742K 20,827 +16,297 +360%
AI
164
Accredited Investors
Minnesota
$728K 20,455 +725 +4%
HHGA
165
Halbert Hargrove Global Advisors
California
$719K 20,191 +5,768 +40%
ACA
166
Affinity Capital Advisors
California
$676K 18,971 +5,080 +37%
NFG
167
Next Financial Group
Texas
$669K 18,786 +18,786 New
FAIM
168
Financial Advocates Investment Management
Washington
$668K 18,765 -11,093 -37%
SDWMA
169
Schneider Downs Wealth Management Advisors
Pennsylvania
$660K 18,530 – –
SBSB
170
Sullivan, Bruyette, Speros & Blaney
Virginia
$658K 18,491 +415 +2%
RZH
171
Relyea Zuckerberg Hanson
Connecticut
$645K 17,506 +1,370 +8%
RJT
172
Raymond James Trust
Florida
$644K 18,104 -2,315 -11%
OFG
173
OmniStar Financial Group
North Carolina
$644K 18,077 +662 +4%
IA
174
IFP Advisors
Florida
$601K 16,795 +732 +5%
PI
175
PFS Investments
Georgia
$597K 16,768 +8,679 +107%
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