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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

325 hedge funds and large institutions have $3.47B invested in iShares ESG Aware MSCI EM ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 66 reducing their positions, and 26 closing their positions.

Holders
325
Holders Change
+30
Holders Change %
+10.17%
% of All Funds
6.58%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
59
Increased
161
Reduced
66
Closed
26
Calls
$1.21M
Puts
$5.75M
Net Calls
-$4.54M
Net Calls Change
-$4.54M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$970M
2
BlackRock
2
BlackRock
New York
$152M
3
5L
3
55I LLC
Massachusetts
$36.4M
4
LPL Financial
4
LPL Financial
California
$167M
5
ECM
5
ETrade Capital Management
Virginia
$66.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
PP
2
Prudential plc
United Kingdom
$138M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$120M
5
BCM
5
Brookstone Capital Management
Illinois
$4.95M
Name Market Value Shares Shares
Change 		Shares
Change %
MIM
176
Macroview Investment Management
Maryland
$591K 16,591 +363 +2%
SP
177
Successful Portfolios
Florida
$582K 16,356 -1,676 -9%
JPMPWA
178
J.P. Morgan Private Wealth Advisors
California
$580K 16,276 +1,447 +10%
AWA
179
Alaska Wealth Advisors
Alaska
$579K 16,249 +410 +3%
TFCP
180
Twin Focus Capital Partners
Massachusetts
$574K 16,119 +1,168 +8%
HIM
181
Hanlon Investment Management
New Jersey
$543K 15,240 -23,667 -61%
MM
182
Main Management
California
$524K 14,729 – –
SAM
183
Strategy Asset Managers
California
$523K 14,676 +14,676 New
OPS
184
Orion Portfolio Solutions
Nebraska
$499K 13,999 -1,894 -12%
HTC
185
Haverford Trust Company
Pennsylvania
$494K 13,861 +13,861 New
WWM
186
Western Wealth Management
Colorado
$492K 13,805 +1,777 +15%
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$485K 13,610 – –
KA
188
Kovack Advisors
Florida
$474K 13,325 +801 +6%
SAS
189
Sage Advisory Services
Texas
$474K 13,297 +5,587 +72%
TCOV
190
Trust Company of Vermont
Vermont
$459K 12,891 +2,070 +19%
GC
191
Grimes & Company
Massachusetts
$459K 12,890 +3,594 +39%
IA
192
IFG Advisory
Georgia
$451K 12,679 +2,167 +21%
PIA
193
Perennial Investment Advisors
California
$444K 12,451 +1,432 +13%
WT
194
Whittier Trust
California
$427K 11,985 – –
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$418K 11,733 +987 +9%
BPA
196
Beacon Pointe Advisors
California
$408K 11,445 +1,486 +15%
PA
197
PFG Advisors
Arizona
$406K 11,120 +11,120 New
DWT
198
Dorsey & Whitney Trust
South Dakota
$406K 11,380 +11,380 New
VAG
199
VisionPoint Advisory Group
Texas
$405K 11,360 +71 +0.6%
HDIM
200
Hanson & Doremus Investment Management
Vermont
$401K 11,254 – –
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