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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 285 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.21%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
285
Reduced
81
Closed
23
Calls
$7.13M
Puts
–
Net Calls
+$7.13M
Net Calls Change
+$1.98M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.68B
2
PP
Prudential plc
United Kingdom
$366M
3
Goldman Sachs
Goldman Sachs
New York
$116M
4
CS
Credit Suisse
Switzerland
$46.4M
5
Bank of America
Bank of America
North Carolina
$518M

Top Sellers

1
Jane Street
Jane Street
New York
$1.58M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.63M
3
Citadel Advisors
Citadel Advisors
Florida
$296K
4
Creative Planning
Creative Planning
Kansas
$18.3M
5
SWM
Sugarloaf Wealth Management
Georgia
$71K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
151
First Horizon Advisors
Tennessee
$2.65M +$458K +10,140 +21%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$2.63M -$26.1M -577,561 -91%
NFG
153
Next Financial Group
Texas
$2.49M -$24.7K -548 -1%
FWP
154
Firethorn Wealth Partners
Georgia
$2.49M +$48.6K +1,077 +2%
VWM
155
Venturi Wealth Management
Texas
$2.48M +$8.99K +199 +0.4%
SWM
156
Spire Wealth Management
Virginia
$2.46M +$175K +3,903 +8%
PA
157
PFG Advisors
Arizona
$2.42M +$671K +14,860 +38%
KWM
158
Keebeck Wealth Management
Illinois
$2.42M +$466K +10,322 +24%
MAFM
159
Mid Atlantic Financial Management
Pennsylvania
$2.37M +$290K +6,420 +14%
CAM
160
Concorde Asset Management
Michigan
$2.34M +$210K +4,643 +10%
MYIA
161
Mount Yale Investment Advisors
Colorado
$2.31M +$21.7K +480 +0.9%
SC
162
Savant Capital
Illinois
$2.21M -$3.7K -82 -0.2%
OWM
163
Orgel Wealth Management
Wisconsin
$2.07M +$327K +7,249 +19%
CJA
164
C-J Advisory
California
$2.06M +$50.1K +1,109 +2%
SPC
165
Sigma Planning Corp
Michigan
$2.04M -$80.9K -1,791 -4%
BCI
166
Brinker Capital Investments
Pennsylvania
$2.03M +$485K +10,744 +31%
PFM
167
Parsec Financial Management
North Carolina
$1.99M +$295K +6,523 +17%
BWM
168
Baystate Wealth Management
Massachusetts
$1.95M +$496K +10,981 +34%
HSBC Holdings
169
HSBC Holdings
United Kingdom
$1.83M – – –
PAMG
170
Patton Albertson Miller Group
Tennessee
$1.8M +$407K +9,004 +29%
ACA
171
Affinity Capital Advisors
California
$1.8M +$147K +3,247 +9%
LWP
172
Laurel Wealth Planning
Minnesota
$1.75M +$462K +10,226 +36%
T
173
TRUADVICE
Florida
$1.71M -$7.76K -188 -0.5%
CIAS
174
Capital Investment Advisory Services
North Carolina
$1.71M +$135K +3,000 +9%
Wealthfront Advisers
175
Wealthfront Advisers
California
$1.71M +$1.71M +37,867 New
5 6
7
8 9