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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

270 hedge funds and large institutions have $1.87B invested in iShares ESG Aware MSCI EM ETF in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+99
Holders Change %
+57.89%
% of All Funds
5.96%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.27%
New
121
Increased
106
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$451M
2
Bank of America
Bank of America
North Carolina
$168M
3
LPL Financial
LPL Financial
California
$69.6M
4
Morgan Stanley
Morgan Stanley
New York
$74.7M
5
PAS
Park Avenue Securities
New York
$52.5M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.52M
3
MWM
Merriman Wealth Management
Washington
$0
4
GC
Garde Capital
Washington
$0
5
FWM
Frontier Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
V
201
Veritable
Delaware
$229K +$27.3K +1,000 +14%
BBA
202
Braun-Bostich & Associates
Pennsylvania
$229K +$226K +8,622 +8,290%
AAM
203
Autus Asset Management
Arizona
$228K +$69.5K +2,535 +44%
GAM
204
Gould Asset Management
California
$226K -$68.8K -2,515 -23%
SAS
205
Sage Advisory Services
Texas
$218K – – –
CG
206
Caprock Group
Idaho
$211K – – –
CTA
207
Chesley Taft & Associates
Illinois
$210K – – –
CIAS
208
Capital Investment Advisory Services
North Carolina
$210K +$210K +7,669 New
FC
209
Fiduciary Counselling
Minnesota
$209K – – –
HWA
210
Hilltop Wealth Advisors
North Carolina
$208K +$208K +7,614 New
JFA
211
JNBA Financial Advisors
Minnesota
$196K +$126K +4,616 +181%
OPS
212
Orion Portfolio Solutions
Nebraska
$188K +$188K +6,851 New
TFO
213
Tarbox Family Office
California
$178K +$158K +5,785 +800%
ADL
214
Asset Dedication LLC
California
$158K -$2.42K -89 -2%
SWA
215
Stratos Wealth Advisors
Ohio
$155K +$155K +5,657 New
PA
216
Parallel Advisors
California
$135K -$50.7K -1,864 -27%
FA
217
Forefront Analytics
Pennsylvania
$117K +$82.9K +3,029 +241%
CTC
218
Central Trust Company
Missouri
$108K +$52.8K +1,931 +96%
CFG
219
Citizens Financial Group
Rhode Island
$107K – – –
FANJ
220
Financial Architects (New Jersey)
New Jersey
$105K +$17.9K +658 +21%
HT
221
Hefren-Tillotson
Pennsylvania
$104K +$9.91K +362 +11%
LFASL
222
Lugano Financial Advisors SA (LFA)
Switzerland
$93K – – –
MAM
223
Meeder Asset Management
Ohio
$84K +$36.7K +1,340 +78%
FHA
224
Flagship Harbor Advisors
Massachusetts
$77K -$44.3K -1,627 -37%
PAI
225
Pittenger & Anderson Inc
Nebraska
$77K -$1.2K -44 -2%
7 8
9
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