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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

325 hedge funds and large institutions have $3.47B invested in iShares ESG Aware MSCI EM ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 66 reducing their positions, and 26 closing their positions.

Holders
325
Holders Change
+30
Holders Change %
+10.17%
% of All Funds
6.57%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
59
Increased
161
Reduced
66
Closed
26
Calls
$1.21M
Puts
$5.75M
Net Calls
-$4.54M
Net Calls Change
-$4.54M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$970M
2
BlackRock
2
BlackRock
New York
$152M
3
5L
3
55I LLC
Massachusetts
$36.4M
4
LPL Financial
4
LPL Financial
California
$167M
5
ECM
5
ETrade Capital Management
Virginia
$66.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
PP
2
Prudential plc
United Kingdom
$138M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$120M
5
BCM
5
Brookstone Capital Management
Illinois
$4.95M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
201
Paracle Advisors
Washington
$394K 11,079 – –
RW
202
REDW Wealth
New Mexico
$391K 10,971 – –
BCA
203
Biltmore Capital Advisors
New Jersey
$391K 10,972 +10,972 New
G
204
GenTrust
Florida
$387K 10,866 +2,553 +31%
CWM
205
Cabot Wealth Management
Massachusetts
$381K 10,689 +2,165 +25%
CB
206
Community Bank
New York
$375K 10,535 – –
VCM
207
Vision Capital Management
Oregon
$372K 10,437 +17 +0.2%
Principal Financial Group
208
Principal Financial Group
Iowa
$371K 10,411 -62 -0.6%
AAM
209
Autus Asset Management
Arizona
$371K 10,428 +948 +10%
HGWM
210
Horst & Graben Wealth Management
Oregon
$369K 10,364 +10,364 New
AF
211
Advisornet Financial
Minnesota
$359K 10,075 -44,405 -82%
CAS
212
Cascadia Advisory Services
Oregon
$358K 10,045 +1,767 +21%
AF
213
Affiance Financial
Minnesota
$356K 9,984 +1,544 +18%
GAM
214
Gould Asset Management
California
$355K 9,970 +1,865 +23%
PWM
215
Perigon Wealth Management
California
$349K 9,803 -199 -2%
HB
216
Homrich & Berg
Georgia
$339K 9,521 +1,434 +18%
RCWMU
217
Rothschild & Co Wealth Management (UK)
United Kingdom
$329K 9,229 +4,555 +97%
IFWM
218
Institute for Wealth Management
Colorado
$324K 9,106 +9,106 New
CTC
219
Central Trust Company
Missouri
$316K 8,883 +1,312 +17%
FPGK
220
Financial Partners Group (Kansas)
Kansas
$300K 8,433 +8,433 New
APC
221
Aspire Private Capital
North Carolina
$286K 8,028 +197 +3%
HR
222
Hardy Reed
Mississippi
$286K 8,024 +391 +5%
ADL
223
Asset Dedication LLC
California
$286K 8,068 +1,500 +23%
BJL
224
Brighton Jones LLC
Washington
$286K 8,034 +8,034 New
VWA
225
V Wealth Advisors
Kansas
$285K 8,003 -15,577 -66%
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