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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

61 hedge funds and large institutions have $158M invested in iShares ESG Aware MSCI EM ETF in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
+17
Holders Change %
+38.64%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
29
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$41.8M
2
Bank of America
2
Bank of America
North Carolina
$51.1M
3
Jane Street
3
Jane Street
New York
$11.9M
4
BlackRock
4
BlackRock
New York
$8.27M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.2M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.27M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
CG
4
Caprock Group
Idaho
$0
5
GAM
5
Gould Asset Management
California
$227K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$51.1M 674,746 +167,225 +33%
UBS Group
2
UBS Group
Switzerland
$41.8M 552,298 +240,667 +77%
RTS
3
Round Table Services
New Jersey
$13.4M 176,801 +45,610 +35%
Jane Street
4
Jane Street
New York
$11.9M 157,648 +152,693 +3,082%
BlackRock
5
BlackRock
New York
$8.27M 109,270 +109,218 +210,035%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.27M 82,739 -3,664 -4%
Morgan Stanley
7
Morgan Stanley
New York
$6.2M 81,871 +53,458 +188%
LPL Financial
8
LPL Financial
California
$2.62M 34,640 +12,644 +57%
LGWM
9
Litman Gregory Wealth Management
California
$2.36M 31,154 +6,017 +24%
TF
10
Tompkins Financial
New York
$1.33M 17,570 +17,570 New
Goldman Sachs
11
Goldman Sachs
New York
$1.28M 16,883 +16,883 New
Citadel Advisors
12
Citadel Advisors
Florida
$1.13M 14,964 +14,964 New
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$1.02M 13,437 +11,157 +489%
PO
14
Private Ocean
California
$955K 12,620 +407 +3%
BAAM
15
Baker Avenue Asset Management
California
$662K 8,739 +115 +1%
RWM
16
Ritholtz Wealth Management
New York
$641K 8,470 +165 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$594K 7,846 +7,846 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$569K 7,497 +1,293 +21%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$485K 6,409 +6,409 New
CWM
20
Connecticut Wealth Management
Connecticut
$444K 5,981 +2,024 +51%
HDIM
21
Hanson & Doremus Investment Management
Vermont
$415K 5,481 +1,011 +23%
FLPIM
22
F.L. Putnam Investment Management
Massachusetts
$400K 5,284 +1,340 +34%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$364K 4,806 +2,954 +160%
Ameriprise
24
Ameriprise
Minnesota
$355K 4,692 +4,692 New
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$352K 4,648 -169 -4%
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