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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

144 hedge funds and large institutions have $704M invested in iShares ESG Aware MSCI EM ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 12 closing their positions.

Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
19
Increased
64
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$108M
2
PCA
2
Personal Capital Advisors
California
$31.9M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$3.36M
4
BlackRock
4
BlackRock
New York
$14.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.78M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$56.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.4M
3
Jane Street
3
Jane Street
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$21.9M
5
EI
5
Ellevest Inc
New York
$6.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$241M 5,327,081 – –
Bank of America
2
Bank of America
North Carolina
$108M 3,329,184 +280,807 +9%
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$56.2M 1,726,988 -1,847,181 -52%
PP
4
Prudential plc
United Kingdom
$48.5M 1,492,443 +485 +0%
PCA
5
Personal Capital Advisors
California
$31.9M 982,146 +156,704 +19%
UBS Group
6
UBS Group
Switzerland
$21.9M 674,575 -32,820 -5%
BlackRock
7
BlackRock
New York
$14.8M 455,330 +99,438 +28%
Morgan Stanley
8
Morgan Stanley
New York
$12.2M 374,908 +85,655 +30%
Betterment LLC
9
Betterment LLC
New York
$12.1M 356,196 – –
Goldman Sachs
10
Goldman Sachs
New York
$10.4M 318,303 -447,541 -58%
Wells Fargo
11
Wells Fargo
California
$9.73M 298,993 +51,790 +21%
Ameriprise
12
Ameriprise
Minnesota
$9.18M 282,494 +15,550 +6%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$8.34M 256,471 +15,030 +6%
Creative Planning
14
Creative Planning
Kansas
$8.3M 255,053 +22,531 +10%
RTS
15
Round Table Services
New Jersey
$8.09M 248,558 -3,855 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.78M 208,551 +92,760 +80%
EI
17
Ellevest Inc
New York
$6.68M 205,356 -23,949 -10%
PO
18
Private Ocean
California
$6.63M 203,840 +17,655 +9%
NA
19
Nottingham Advisors
New York
$5.56M 170,862 -865 -0.5%
RC
20
RegentAtlantic Capital
New Jersey
$5.21M 160,137 +64,213 +67%
OFG
21
Oxford Financial Group
Indiana
$4.69M 144,072 +18,792 +15%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$3.36M 103,194 +100,588 +3,860%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$3.13M 96,292 +52,982 +122%
MWM
24
Mission Wealth Management
California
$3.03M 93,208 +12,990 +16%
LGWM
25
Litman Gregory Wealth Management
California
$2.34M 71,980 +9,628 +15%
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