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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

408 hedge funds and large institutions have $5.77B invested in iShares ESG Aware MSCI EM ETF in 2020 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 243 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
408
Holders Change
+83
Holders Change %
+25.54%
% of All Funds
7.24%
Holding in Top 10
33
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+83.33%
% of All Funds
0.59%
New
105
Increased
243
Reduced
39
Closed
16
Calls
$4.99M
Puts
$244K
Net Calls
+$4.75M
Net Calls Change
+$9.29M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.66B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$254M
3
Morgan Stanley
3
Morgan Stanley
New York
$290M
4
LPL Financial
4
LPL Financial
California
$284M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$177M

Top Sellers

1
SW
1
SteelPeak Wealth
California
$0
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$0
3
PWA
3
Physician Wealth Advisors
Utah
$688K
4
5L
4
55I LLC
Massachusetts
$39M
5
VWA
5
Visionary Wealth Advisors
Illinois
$351K
Name Market Value Shares Shares
Change 		Shares
Change %
WLIM
151
White Lighthouse Investment Management
Massachusetts
$1.77M 42,170 -6,146 -13%
SFS
152
Sowell Financial Services
Arkansas
$1.77M 42,169 +416 +1%
CIAS
153
CFS Investment Advisory Services
New Jersey
$1.71M 40,748 +40,748 New
HSBC Holdings
154
HSBC Holdings
United Kingdom
$1.7M 40,500 +2,500 +7%
PCG
155
Private Capital Group
Connecticut
$1.69M 40,165 +13,616 +51%
PPP
156
Private Portfolio Partners
New Jersey
$1.63M 38,940 +9,404 +32%
FA
157
FDx Advisors
Illinois
$1.63M 38,834 +38,834 New
KWM
158
Keebeck Wealth Management
Illinois
$1.63M 38,834 +38,834 New
SB
159
Strategic Blueprint
Georgia
$1.62M 38,499 +1,624 +4%
WIA
160
World Investment Advisors
California
$1.59M 33,702 +26,986 +402%
VC
161
Veracity Capital
Georgia
$1.53M 36,350 +6,886 +23%
M&T Bank
162
M&T Bank
New York
$1.5M 35,707 +29,790 +503%
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.48M 35,192 +12,336 +54%
PFM
164
Parsec Financial Management
North Carolina
$1.46M 34,677 +4,782 +16%
IA
165
IFP Advisors
Florida
$1.41M 33,469 +16,674 +99%
TWM
166
TriaGen Wealth Management
California
$1.37M 32,666 +32,666 New
TA
167
Tiedemann Advisors
New York
$1.33M 31,716 -3,476 -10%
CG
168
Colony Group
Massachusetts
$1.3M 30,990 +9,956 +47%
AWE
169
Avidian Wealth Enterprises
Texas
$1.3M 30,918 +4,553 +17%
LNWWM
170
Laird Norton Wetherby Wealth Management
California
$1.27M 30,344 +30,344 New
PAMG
171
Patton Albertson Miller Group
Tennessee
$1.26M 26,655 +5,021 +23%
FIA
172
Foundations Investment Advisors
Arizona
$1.25M 28,226 +20,464 +264%
WT
173
Whittier Trust
California
$1.22M 29,098 +17,113 +143%
KP
174
Keel Point
Alabama
$1.22M 29,071 +107 +0.4%
ACA
175
Affinity Capital Advisors
California
$1.22M 29,064 +10,093 +53%
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