ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

44 hedge funds and large institutions have $90.3M invested in iShares ESG Aware MSCI EM ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
44
Holders Change
+14
Holders Change %
+46.67%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
20
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$37.5M
2
RTS
2
Round Table Services
New Jersey
$9.69M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.61M
4
UBS Group
4
UBS Group
Switzerland
$23M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Jane Street
2
Jane Street
New York
$366K
3
Wells Fargo
3
Wells Fargo
California
$64K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$37.5M 507,521 +445,241 +715%
UBS Group
2
UBS Group
Switzerland
$23M 311,631 +46,256 +17%
RTS
3
Round Table Services
New Jersey
$9.69M 131,191 +131,191 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.38M 86,403 +918 +1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.61M 48,890 +48,890 New
Morgan Stanley
6
Morgan Stanley
New York
$2.1M 28,413 +14,864 +110%
LPL Financial
7
LPL Financial
California
$1.63M 21,996 +9,816 +81%
PO
8
Private Ocean
California
$902K 12,213 +11,844 +3,210%
BAAM
9
Baker Avenue Asset Management
California
$637K 8,624 +234 +3%
RWM
10
Ritholtz Wealth Management
New York
$614K 8,305 +2,780 +50%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$458K 6,204 +2,683 +76%
Jane Street
12
Jane Street
New York
$366K 4,955 -74,137 -94%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$356K 4,817 +4,817 New
HDIM
14
Hanson & Doremus Investment Management
Vermont
$330K 4,470 +1,390 +45%
GAM
15
Gould Asset Management
California
$312K 4,220 +4,220 New
CWM
16
Connecticut Wealth Management
Connecticut
$304K 3,957 +3,957 New
FLPIM
17
F.L. Putnam Investment Management
Massachusetts
$291K 3,944 +3,944 New
BCI
18
Brinker Capital Investments
Pennsylvania
$223K 3,018 – –
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$207K 2,805 +2,805 New
CG
20
Caprock Group
Idaho
$202K 2,610 +2,610 New
TCOV
21
Trust Company of Vermont
Vermont
$199K 2,691 +693 +35%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$168K 2,280 – –
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$137K 1,852 +1,833 +9,647%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$89K 1,200 – –
IA
25
IFP Advisors
Florida
$86K 1,163 +33 +3%
1
2