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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

270 hedge funds and large institutions have $1.87B invested in iShares ESG Aware MSCI EM ETF in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+99
Holders Change %
+57.89%
% of All Funds
5.96%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.27%
New
121
Increased
106
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$451M
2
Bank of America
Bank of America
North Carolina
$168M
3
LPL Financial
LPL Financial
California
$69.6M
4
Morgan Stanley
Morgan Stanley
New York
$74.7M
5
PAS
Park Avenue Securities
New York
$52.5M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.52M
3
MWM
Merriman Wealth Management
Washington
$0
4
GC
Garde Capital
Washington
$0
5
FWM
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
176
FLC Capital Advisors
California
$337K +$337K +12,462 New
WT
177
Whittier Trust
California
$328K +$150K +5,485 +84%
BPA
178
Beacon Pointe Advisors
California
$323K +$139K +5,053 +76%
SP
179
Successful Portfolios
Florida
$322K +$322K +11,754 New
OFG
180
OmniStar Financial Group
North Carolina
$314K +$314K +11,484 New
HDIM
181
Hanson & Doremus Investment Management
Vermont
$308K – – –
TCOV
182
Trust Company of Vermont
Vermont
$302K +$16.9K +619 +6%
VCM
183
Vision Capital Management
Oregon
$302K +$302K +11,046 New
PA
184
Paracle Advisors
Washington
$301K +$301K +11,013 New
PAMU
185
Pictet Asset Management (UK)
United Kingdom
$292K +$292K +10,650 New
AIS
186
Accurate Investment Solutions
Pennsylvania
$290K +$290K +10,589 New
VC
187
Vicus Capital
Pennsylvania
$287K +$287K +10,472 New
RW
188
REDW Wealth
New Mexico
$285K +$285K +10,396 New
PI
189
PFS Investments
Georgia
$283K +$283K +10,329 New
CFW
190
CA Family Wealth
California
$272K +$272K +9,944 New
IA
191
IFP Advisors
Florida
$262K +$209K +7,385 +390%
CAN
192
Cetera Advisor Networks
California
$257K -$34.9K -1,277 -12%
AIA
193
Arbor Investment Advisors
North Carolina
$254K +$28.1K +1,027 +12%
OBWP
194
O'Brien Wealth Partners
Massachusetts
$254K +$254K +9,400 New
MA
195
Mutual Advisors
Nebraska
$248K +$248K +9,049 New
CA
196
Continuum Advisory
Idaho
$248K +$248K +9,443 New
VC
197
Veracity Capital
Georgia
$246K +$246K +8,974 New
MCM
198
Maxim Capital Management
California
$246K +$246K +8,983 New
VWA
199
V Wealth Advisors
Kansas
$239K +$239K +8,730 New
PAMG
200
Patton Albertson Miller Group
Tennessee
$238K +$238K +8,683 New
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