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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 %
SAM
201
Strategy Asset Managers
California
$1.2M +$60.9K +1,470 +5%
FAIM
202
Financial Advocates Investment Management
Washington
$1.2M -$117K -2,815 -9%
FI
203
Financial Insights
Washington
$1.14M +$127K +3,056 +12%
HTC
204
Haverford Trust Company
Pennsylvania
$1.14M -$23.6K -570 -2%
GIA
205
Goodwin Investment Advisory
Georgia
$1.13M +$480K +11,603 +73%
APA
206
American Portfolios Advisors
New York
$1.11M -$54.5K -1,314 -5%
PPP
207
Private Portfolio Partners
New Jersey
$1.11M -$320K -7,722 -22%
SB
208
Strategic Blueprint
Georgia
$1.1M -$186K -4,476 -14%
RWM
209
Ritholtz Wealth Management
New York
$1.08M -$166K -4,003 -13%
GRP
210
Global Retirement Partners
California
$1.08M -$45.6K -1,100 -4%
OPWM
211
Oxinas Partners Wealth Management
Indiana
$1.07M +$75.4K +1,820 +8%
MG
212
Mather Group
Illinois
$1.06M +$223K +5,378 +26%
CG
213
Colony Group
Massachusetts
$1.04M +$21.5K +520 +2%
CCFM
214
Clear Creek Financial Management
Washington
$1.03M +$31.7K +765 +3%
IF
215
Intrua Financial
Texas
$1.02M -$102K -2,416 -9%
HI
216
Harbour Investments
Wisconsin
$1.01M +$610K +14,719 +152%
PI
217
PFS Investments
Georgia
$994K +$143K +3,395 +17%
PPW
218
Parcion Private Wealth
Washington
$978K – – –
BDWM
219
Brewin Dolphin Wealth Management
Ireland
$965K – – –
CB
220
Commerce Bank
Missouri
$961K +$141K +3,401 +17%
CTC
221
Central Trust Company
Missouri
$959K -$134K -3,238 -12%
RJT
222
Raymond James Trust
Florida
$958K +$142K +3,432 +17%
MIS
223
Morningstar Investment Services
Illinois
$955K +$170K +4,119 +22%
GT
224
Glenmede Trust
Pennsylvania
$955K +$955K +23,050 New
IA
225
IFG Advisory
Georgia
$940K +$116K +2,803 +14%
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