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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

477 hedge funds and large institutions have $5.45B invested in iShares ESG Aware MSCI EM ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 191 increasing their positions, 180 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+7
Holders Change %
+1.49%
% of All Funds
8.38%
Holding in Top 10
20
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25.93%
% of All Funds
0.35%
New
48
Increased
191
Reduced
180
Closed
32
Calls
$4.43M
Puts
$2.07M
Net Calls
+$2.37M
Net Calls Change
-$4.77M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$511M
2
Goldman Sachs
Goldman Sachs
New York
$137M
3
PCA
Personal Capital Advisors
California
$152M
4
Creative Planning
Creative Planning
Kansas
$35.3M
5
Wells Fargo
Wells Fargo
California
$134M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.12B
2
Morgan Stanley
Morgan Stanley
New York
$274M
3
CS
Credit Suisse
Switzerland
$0
4
LPL Financial
LPL Financial
California
$235M
5
PAS
Park Avenue Securities
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
176
STALEY CAPITAL ADVISERS
Pennsylvania
$1.53M – – –
BWM
177
Baystate Wealth Management
Massachusetts
$1.52M -$268K -6,467 -15%
KeyBank National Association
178
KeyBank National Association
Ohio
$1.52M +$220K +5,315 +17%
Deutsche Bank
179
Deutsche Bank
Germany
$1.51M +$165K +3,972 +12%
MBT
180
Montecito Bank & Trust
California
$1.5M -$24.2K -585 -2%
WT
181
Whittier Trust
California
$1.49M – – –
AWA
182
Arete Wealth Advisors
Illinois
$1.47M +$112K +2,707 +8%
MAFM
183
Mid Atlantic Financial Management
Pennsylvania
$1.47M -$706K -17,040 -32%
TWM
184
TriaGen Wealth Management
California
$1.45M +$4.02K +97 +0.3%
FPGK
185
Financial Partners Group (Kansas)
Kansas
$1.45M +$25.4K +613 +2%
JFA
186
JNBA Financial Advisors
Minnesota
$1.45M +$194K +4,692 +16%
Cerity Partners
187
Cerity Partners
New York
$1.37M -$89.7K -2,163 -6%
AA
188
Advisory Alpha
Michigan
$1.36M +$1.36M +32,826 New
JPMPWA
189
J.P. Morgan Private Wealth Advisors
California
$1.35M +$186K +4,489 +16%
KFGK
190
Keystone Financial Group (Kentucky)
Kentucky
$1.29M -$34.4K -829 -3%
Brown Advisory
191
Brown Advisory
Maryland
$1.27M -$66.5K -1,605 -5%
TA
192
Tiedemann Advisors
New York
$1.27M -$44K -1,062 -3%
OMC
193
Old Mission Capital
Illinois
$1.27M -$10.9M -262,029 -90%
HHGA
194
Halbert Hargrove Global Advisors
California
$1.27M +$272K +6,576 +27%
LNWWM
195
Laird Norton Wetherby Wealth Management
California
$1.26M +$995 +24 +0.1%
PWM
196
Perigon Wealth Management
California
$1.24M +$464K +11,201 +60%
AC
197
Apella Capital
Connecticut
$1.23M +$132K +3,177 +12%
OWA
198
One Wealth Advisors
California
$1.22M -$336K -8,110 -22%
AI
199
Accredited Investors
Minnesota
$1.22M +$36.5K +881 +3%
WIA
200
World Investment Advisors
California
$1.22M -$132K -3,193 -10%
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