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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

129 hedge funds and large institutions have $606M invested in iShares ESG Aware MSCI EM ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
129
Holders Change
+20
Holders Change %
+18.35%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
29
Increased
53
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$241M
2
Bank of America
2
Bank of America
North Carolina
$112M
3
PCA
3
Personal Capital Advisors
California
$21.1M
4
NA
4
Nottingham Advisors
New York
$5.95M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.94M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$204K
2
Jane Street
2
Jane Street
New York
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.09M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.36M
5
PO
5
Private Ocean
California
$5.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$241M 5,327,081 +5,309,610 +30,391%
Bank of America
2
Bank of America
North Carolina
$112M 3,289,187 +904,651 +38%
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$63.8M 1,875,000 – –
UBS Group
4
UBS Group
Switzerland
$23.1M 678,596 +19,452 +3%
PCA
5
Personal Capital Advisors
California
$21.1M 618,110 +618,110 New
Betterment LLC
6
Betterment LLC
New York
$10.2M 299,735 +80,236 +37%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.94M 291,788 +146,149 +100%
BlackRock
8
BlackRock
New York
$9.84M 288,730 +25,019 +9%
Morgan Stanley
9
Morgan Stanley
New York
$8.99M 263,990 +68,804 +35%
RTS
10
Round Table Services
New Jersey
$8.58M 251,999 +7,024 +3%
Ameriprise
11
Ameriprise
Minnesota
$8.38M 246,046 +96,007 +64%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$6.93M 203,502 +32,419 +19%
Creative Planning
13
Creative Planning
Kansas
$6.28M 184,348 +76,507 +71%
Wells Fargo
14
Wells Fargo
California
$6.14M 180,158 +83,034 +85%
NA
15
Nottingham Advisors
New York
$5.95M 174,622 +163,316 +1,445%
PO
16
Private Ocean
California
$5.47M 160,431 -95,945 -37%
EI
17
Ellevest Inc
New York
$4.91M 221,062 +117,868 +114%
OFG
18
Oxford Financial Group
Indiana
$3.71M 108,853 +78,749 +262%
CWM
19
Connecticut Wealth Management
Connecticut
$2.67M 78,429 +1,971 +3%
Goldman Sachs
20
Goldman Sachs
New York
$2.36M 69,366 -109,191 -61%
MWM
21
Mission Wealth Management
California
$2.32M 68,183 +11,883 +21%
LGWM
22
Litman Gregory Wealth Management
California
$2.12M 62,193 -3,545 -5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.09M 61,334 -120,631 -66%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.88M 55,270 +24,091 +77%
RC
25
RegentAtlantic Capital
New Jersey
$1.87M 54,757 +31,041 +131%
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