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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

451 hedge funds and large institutions have $6.19B invested in iShares ESG Aware MSCI EM ETF in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 202 increasing their positions, 130 reducing their positions, and 24 closing their positions.

Holders
451
Holders Change
+43
Holders Change %
+10.54%
% of All Funds
7.94%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.49%
New
73
Increased
202
Reduced
130
Closed
24
Calls
$5.15M
Puts
–
Net Calls
+$5.15M
Net Calls Change
+$402K

Top Buyers

1
Jane Street
1
Jane Street
New York
$218M
2
Bank of America
2
Bank of America
North Carolina
$459M
3
Morgan Stanley
3
Morgan Stanley
New York
$358M
4
PP
4
Prudential plc
United Kingdom
$261M
5
Wells Fargo
5
Wells Fargo
California
$92.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.43B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$201M
3
PAS
3
Park Avenue Securities
New York
$149M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$156M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$461K
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
151
First Horizon Advisors
Tennessee
$2.11M 48,649 +38,926 +400%
CAM
152
Concorde Asset Management
Michigan
$2.05M 47,207 -79,975 -63%
SPC
153
Sigma Planning Corp
Michigan
$2.04M 46,996 -452 -1%
MAFM
154
Mid Atlantic Financial Management
Pennsylvania
$2M 46,118 -10,254 -18%
CJA
155
C-J Advisory
California
$1.93M 44,504 +501 +1%
MIAN
156
Mariner Independent Advisor Network
Kansas
$1.89M 43,700 -24,476 -36%
KWM
157
Keebeck Wealth Management
Illinois
$1.87M 43,158 +4,324 +11%
T
158
TRUADVICE
Florida
$1.86M 41,597 +1,392 +3%
IWS
159
Insight Wealth Strategies
California
$1.77M 40,842 +31,379 +332%
SFS
160
Sowell Financial Services
Arkansas
$1.76M 39,858 -2,311 -5%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$1.75M 40,500 – –
PA
162
PFG Advisors
Arizona
$1.68M 38,756 +9,833 +34%
OWM
163
Orgel Wealth Management
Wisconsin
$1.67M 38,592 +38,592 New
WLIM
164
White Lighthouse Investment Management
Massachusetts
$1.63M 37,670 -4,500 -11%
4WM
165
4J Wealth Management
Virginia
$1.63M 37,562 +29,889 +390%
PFM
166
Parsec Financial Management
North Carolina
$1.62M 37,457 +2,780 +8%
SCA
167
STALEY CAPITAL ADVISERS
Pennsylvania
$1.6M 37,000 +37,000 New
MBT
168
Montecito Bank & Trust
California
$1.59M 36,721 +9,537 +35%
ACA
169
Affinity Capital Advisors
California
$1.58M 36,555 +7,491 +26%
WT
170
Whittier Trust
California
$1.56M 36,021 +6,923 +24%
WA
171
Wealth Alliance
New York
$1.55M 35,683 +12,169 +52%
CIAS
172
Capital Investment Advisory Services
North Carolina
$1.51M 34,872 +22,056 +172%
BCI
173
Brinker Capital Investments
Pennsylvania
$1.48M 34,263 +14,137 +70%
BEC
174
Blue Edge Capital
Virginia
$1.48M 34,153 +5,259 +18%
TWM
175
TriaGen Wealth Management
California
$1.46M 33,751 +1,085 +3%
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