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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

408 hedge funds and large institutions have $5.77B invested in iShares ESG Aware MSCI EM ETF in 2020 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 243 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
408
Holders Change
+83
Holders Change %
+25.54%
% of All Funds
7.24%
Holding in Top 10
33
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+83.33%
% of All Funds
0.59%
New
105
Increased
243
Reduced
39
Closed
16
Calls
$4.99M
Puts
$244K
Net Calls
+$4.75M
Net Calls Change
+$9.29M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.66B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$254M
3
Morgan Stanley
3
Morgan Stanley
New York
$290M
4
LPL Financial
4
LPL Financial
California
$284M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$177M

Top Sellers

1
SW
1
SteelPeak Wealth
California
$0
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$0
3
PWA
3
Physician Wealth Advisors
Utah
$688K
4
5L
4
55I LLC
Massachusetts
$39M
5
VWA
5
Visionary Wealth Advisors
Illinois
$351K
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
176
Baron Financial Group
New Jersey
$1.22M 28,985 +1,155 +4%
PA
177
PFG Advisors
Arizona
$1.21M 28,923 +17,803 +160%
BEC
178
Blue Edge Capital
Virginia
$1.21M 28,894 +2,029 +8%
LSAG
179
Lake Street Advisors Group
New Hampshire
$1.18M 28,020 -122 -0.4%
MBT
180
Montecito Bank & Trust
California
$1.14M 27,184 -10,922 -29%
LWP
181
Laurel Wealth Planning
Minnesota
$1.13M 26,888 +26,888 New
BWM
182
Baystate Wealth Management
Massachusetts
$1.11M 26,504 +4,611 +21%
OFG
183
OmniStar Financial Group
North Carolina
$1.11M 26,409 +8,332 +46%
P
184
Pitcairn
Pennsylvania
$1.09M 25,883 +25,883 New
AI
185
Accredited Investors
Minnesota
$1.08M 25,689 +5,234 +26%
PI
186
PFS Investments
Georgia
$1.04M 23,744 +6,976 +42%
RWM
187
Ritholtz Wealth Management
New York
$1.03M 24,535 +1,371 +6%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$1.01M 24,087 +17,824 +285%
TFCP
189
Twin Focus Capital Partners
Massachusetts
$1.01M 24,057 +7,938 +49%
FI
190
Financial Insights
Washington
$999K 23,800 +2,973 +14%
WA
191
Wealth Alliance
New York
$988K 23,514 +23,514 New
BDWM
192
Brewin Dolphin Wealth Management
Ireland
$977K 23,280 – –
PPW
193
Parcion Private Wealth
Washington
$960K 22,870 – –
AA
194
Alesco Advisors
New York
$957K 22,795 +1,800 +9%
SBSB
195
Sullivan, Bruyette, Speros & Blaney
Virginia
$952K 22,668 +4,177 +23%
OPWM
196
Oxinas Partners Wealth Management
Indiana
$949K 22,607 +22,607 New
CCFM
197
Clear Creek Financial Management
Washington
$948K 22,609 +22,609 New
FCA
198
FinTrust Capital Advisors
South Carolina
$941K 22,416 +4,366 +24%
FPGK
199
Financial Partners Group (Kansas)
Kansas
$941K 20,489 +12,056 +143%
SP
200
Successful Portfolios
Florida
$939K 22,359 +6,003 +37%
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