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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

549 hedge funds and large institutions have $5.42B invested in iShares ESG Aware MSCI EM ETF in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 205 increasing their positions, 178 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+72
Holders Change %
+15.09%
% of All Funds
8.48%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.23%
New
121
Increased
205
Reduced
178
Closed
43
Calls
–
Puts
$926K
Net Calls
-$926K
Net Calls Change
-$3.29M

Top Buyers

1
Jane Street
Jane Street
New York
+$388M
2
Bank of America
Bank of America
North Carolina
+$93.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$28.2M
4
PCA
Personal Capital Advisors
California
+$20.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14.2M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$192M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$127M
3
PP
Prudential plc
United Kingdom
-$125M
4
Osaic Holdings
Osaic Holdings
Arizona
-$22.1M
5
LPL Financial
LPL Financial
California
-$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
176
Objective Capital Management
Ohio
$1.71M +$1.71M +42,950 New
SWM
177
Spire Wealth Management
Virginia
$1.7M -$394K -9,912 -19%
BFG
178
Baron Financial Group
New Jersey
$1.69M +$200K +5,035 +13%
JFA
179
JNBA Financial Advisors
Minnesota
$1.66M +$275K +6,918 +20%
KWS
180
Keystone Wealth Services
California
$1.66M +$1.66M +41,695 New
NCM
181
Northland Capital Management
Minnesota
$1.62M +$1.62M +40,862 New
WLIM
182
White Lighthouse Investment Management
Massachusetts
$1.5M -$3.58K -90 -0.2%
BWM
183
Baystate Wealth Management
Massachusetts
$1.49M +$24K +604 +2%
LWP
184
Laurel Wealth Planning
Minnesota
$1.47M -$649K -16,332 -31%
SCA
185
STALEY CAPITAL ADVISERS
Pennsylvania
$1.47M – – –
PWMG
186
Provence Wealth Management Group
California
$1.45M +$1.45M +36,589 New
MBT
187
Montecito Bank & Trust
California
$1.45M +$14K +353 +1%
Deutsche Bank
188
Deutsche Bank
Germany
$1.43M -$13.9K -350 -1%
WT
189
Whittier Trust
California
$1.43M – – –
AWM
190
Apollon Wealth Management
South Carolina
$1.43M +$1.43M +35,929 New
BEC
191
Blue Edge Capital
Virginia
$1.41M -$201K -5,064 -12%
AWA
192
Arete Wealth Advisors
Illinois
$1.4M -$19.9K -499 -1%
WCWM
193
Willow Creek Wealth Management
California
$1.38M +$1.15M +28,884 +494%
TWM
194
TriaGen Wealth Management
California
$1.37M -$15.5K -390 -1%
JPMPWA
195
J.P. Morgan Private Wealth Advisors
California
$1.37M +$74.6K +1,876 +6%
BF
196
BOK Financial
Oklahoma
$1.35M +$935K +23,538 +223%
AC
197
Apella Capital
Connecticut
$1.32M +$140K +3,525 +12%
TA
198
Tiedemann Advisors
New York
$1.28M +$64.5K +1,624 +5%
MYIA
199
Mount Yale Investment Advisors
Colorado
$1.27M -$265K -6,666 -17%
AI
200
Accredited Investors
Minnesota
$1.26M +$87.6K +2,204 +7%
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