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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

470 hedge funds and large institutions have $6.96B invested in iShares ESG Aware MSCI EM ETF in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 285 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
8.21%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.47%
New
47
Increased
285
Reduced
81
Closed
23
Calls
$7.13M
Puts
–
Net Calls
+$7.13M
Net Calls Change
+$1.98M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.68B
2
PP
Prudential plc
United Kingdom
$366M
3
Goldman Sachs
Goldman Sachs
New York
$116M
4
CS
Credit Suisse
Switzerland
$46.4M
5
Bank of America
Bank of America
North Carolina
$518M

Top Sellers

1
Jane Street
Jane Street
New York
$1.58M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.63M
3
Citadel Advisors
Citadel Advisors
Florida
$296K
4
Creative Planning
Creative Planning
Kansas
$18.3M
5
SWM
Sugarloaf Wealth Management
Georgia
$71K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
176
Sowell Financial Services
Arkansas
$1.71M -$91.4K -2,025 -5%
WLIM
177
White Lighthouse Investment Management
Massachusetts
$1.7M +$2.8K +62 +0.2%
OWA
178
One Wealth Advisors
California
$1.7M +$602K +13,330 +55%
LSAG
179
Lake Street Advisors Group
New Hampshire
$1.68M +$480K +11,296 +40%
SCA
180
STALEY CAPITAL ADVISERS
Pennsylvania
$1.67M – – –
MBT
181
Montecito Bank & Trust
California
$1.66M -$2.84K -63 -0.2%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$1.65M +$360K +7,984 +28%
WT
183
Whittier Trust
California
$1.63M +$2.08K +46 +0.1%
LFAS
184
Level Four Advisory Services
Texas
$1.63M +$1.04M +23,045 +177%
Cerity Partners
185
Cerity Partners
New York
$1.58M +$832K +18,424 +111%
Jane Street
186
Jane Street
New York
$1.58M -$225M -4,990,820 -99%
PPP
187
Private Portfolio Partners
New Jersey
$1.56M +$122K +2,694 +8%
FPGK
188
Financial Partners Group (Kansas)
Kansas
$1.55M +$304K +6,727 +24%
BFG
189
Baron Financial Group
New Jersey
$1.52M +$94.4K +2,090 +7%
TWM
190
TriaGen Wealth Management
California
$1.47M +$46.3K +1,096 +3%
WIA
191
World Investment Advisors
California
$1.47M +$56.9K +1,261 +4%
Deutsche Bank
192
Deutsche Bank
Germany
$1.47M +$37.2K +823 +3%
Brown Advisory
193
Brown Advisory
Maryland
$1.46M -$1.23M -27,194 -46%
Qube Research & Technologies (QRT)
194
Qube Research & Technologies (QRT)
United Kingdom
$1.45M +$1.45M +32,189 New
KFGK
195
Keystone Financial Group (Kentucky)
Kentucky
$1.44M +$18.8K +417 +1%
OPS
196
Orion Portfolio Solutions
Nebraska
$1.44M +$479K +10,615 +50%
FAIM
197
Financial Advocates Investment Management
Washington
$1.44M +$1.08M +23,904 +304%
TA
198
Tiedemann Advisors
New York
$1.43M – – –
BEC
199
Blue Edge Capital
Virginia
$1.43M -$114K -2,518 -7%
KeyBank National Association
200
KeyBank National Association
Ohio
$1.42M +$37.7K +835 +3%
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