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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

477 hedge funds and large institutions have $5.45B invested in iShares ESG Aware MSCI EM ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 191 increasing their positions, 180 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+7
Holders Change %
+1.49%
% of All Funds
8.38%
Holding in Top 10
20
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25.93%
% of All Funds
0.35%
New
48
Increased
191
Reduced
180
Closed
32
Calls
$4.43M
Puts
$2.07M
Net Calls
+$2.37M
Net Calls Change
-$4.77M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$511M
2
Goldman Sachs
Goldman Sachs
New York
$137M
3
PCA
Personal Capital Advisors
California
$152M
4
Creative Planning
Creative Planning
Kansas
$35.3M
5
Wells Fargo
Wells Fargo
California
$134M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.12B
2
Morgan Stanley
Morgan Stanley
New York
$274M
3
CS
Credit Suisse
Switzerland
$0
4
LPL Financial
LPL Financial
California
$235M
5
PAS
Park Avenue Securities
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
151
Tradition Wealth Management
Minnesota
$2.24M -$1.03M -24,859 -32%
MHR
152
Matthew Hamilton Rosenberg
$2.21M +$2.21M +53,394 New
LWP
153
Laurel Wealth Planning
Minnesota
$2.21M +$610K +14,725 +38%
OPS
154
Orion Portfolio Solutions
Nebraska
$2.16M +$843K +20,340 +64%
SWM
155
Spire Wealth Management
Virginia
$2.15M -$89.4K -2,189 -4%
OWM
156
Orgel Wealth Management
Wisconsin
$2.11M +$214K +5,176 +11%
BCI
157
Brinker Capital Investments
Pennsylvania
$2.03M +$74.2K +1,712 +4%
SWM
158
SigFig Wealth Management
California
$2.02M -$713K -17,193 -26%
TCA
159
Transcend Capital Advisors
New Jersey
$1.99M -$863K -20,174 -30%
NFG
160
Next Financial Group
Texas
$1.92M -$361K -8,709 -16%
CJA
161
C-J Advisory
California
$1.9M +$8.62K +208 +0.5%
ACA
162
Affinity Capital Advisors
California
$1.83M +$185K +4,461 +11%
CIAS
163
Capital Investment Advisory Services
North Carolina
$1.73M +$164K +3,965 +10%
BEC
164
Blue Edge Capital
Virginia
$1.68M +$371K +8,955 +28%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$1.68M – – –
GC
166
Garde Capital
Washington
$1.62M +$845K +20,391 +109%
CAM
167
Concorde Asset Management
Michigan
$1.61M -$543K -13,116 -25%
MYIA
168
Mount Yale Investment Advisors
Colorado
$1.6M -$514K -12,402 -24%
PAMG
169
Patton Albertson Miller Group
Tennessee
$1.6M -$56.3K -1,357 -3%
WLIM
170
White Lighthouse Investment Management
Massachusetts
$1.57M +$6.42K +155 +0.4%
Citigroup
171
Citigroup
New York
$1.56M +$284K +6,863 +22%
KWM
172
Keebeck Wealth Management
Illinois
$1.55M -$662K -15,973 -30%
BFG
173
Baron Financial Group
New Jersey
$1.55M +$154K +3,725 +11%
SPC
174
Sigma Planning Corp
Michigan
$1.55M -$324K -7,823 -17%
VWM
175
Venturi Wealth Management
Texas
$1.54M -$733K -17,683 -32%
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