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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

295 hedge funds and large institutions have $3B invested in iShares ESG Aware MSCI EM ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 50 reducing their positions, and 34 closing their positions.

Holders
295
Holders Change
+25
Holders Change %
+9.26%
% of All Funds
6.06%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
61
Increased
166
Reduced
50
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$796M
2
BlackRock
2
BlackRock
New York
$112M
3
LPL Financial
3
LPL Financial
California
$137M
4
PP
4
Prudential plc
United Kingdom
$140M
5
Citadel Advisors
5
Citadel Advisors
Florida
$45.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$166M
2
CFG
2
Cooper Financial Group
California
$201K
3
MCIA
3
Mountain Capital Investment Advisors
Colorado
$0
4
NA
4
Nottingham Advisors
New York
$0
5
LFPWM
5
Leicht Financial Planning & Wealth Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
176
IFP Advisors
Florida
$520K 16,063 +6,785 +73%
RZH
177
Relyea Zuckerberg Hanson
Connecticut
$518K 16,136 +16,136 New
LSAG
178
Lake Street Advisors Group
New Hampshire
$517K 16,110 -5,379 -25%
DAS
179
Dynamic Advisor Solutions
Arizona
$510K 15,900 -256 -2%
OPS
180
Orion Portfolio Solutions
Nebraska
$510K 15,893 +9,042 +132%
AWA
181
Alaska Wealth Advisors
Alaska
$508K 15,839 +2,703 +21%
CFG
182
Citizens Financial Group
Rhode Island
$485K 15,103 +11,178 +285%
SWM
183
SigFig Wealth Management
California
$481K 14,990 +14,990 New
TFCP
184
Twin Focus Capital Partners
Massachusetts
$480K 14,951 +14,951 New
JPMPWA
185
J.P. Morgan Private Wealth Advisors
California
$476K 14,829 +14,829 New
MM
186
Main Management
California
$473K 14,729 -154 -1%
BC
187
Brinker Capital
Pennsylvania
$468K 14,603 +39 +0.3%
HHGA
188
Halbert Hargrove Global Advisors
California
$463K 14,423 -1,188 -8%
ACA
189
Affinity Capital Advisors
California
$446K 13,891 +348 +3%
CIBC Asset Management
190
CIBC Asset Management
Ontario, Canada
$437K 13,610 – –
KA
191
Kovack Advisors
Florida
$402K 12,524 +12,524 New
SEI Investments
192
SEI Investments
Pennsylvania
$394K 12,230 +12,230 New
VAG
193
VisionPoint Advisory Group
Texas
$393K 11,289 +11,289 New
WWM
194
Western Wealth Management
Colorado
$386K 12,028 +12,028 New
WT
195
Whittier Trust
California
$384K 11,985 – –
MCM
196
Maxim Capital Management
California
$371K 10,501 +1,518 +17%
HDIM
197
Hanson & Doremus Investment Management
Vermont
$361K 11,254 – –
PA
198
Paracle Advisors
Washington
$355K 11,079 +66 +0.6%
PIA
199
Perennial Investment Advisors
California
$353K 11,019 +11,019 New
RW
200
REDW Wealth
New Mexico
$352K 10,971 +575 +6%
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