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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

270 hedge funds and large institutions have $1.87B invested in iShares ESG Aware MSCI EM ETF in 2020 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 20 closing their positions.

Holders
270
Holders Change
+99
Holders Change %
+57.89%
% of All Funds
5.97%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.27%
New
121
Increased
106
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$451M
2
Bank of America
2
Bank of America
North Carolina
$168M
3
LPL Financial
3
LPL Financial
California
$69.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$74.7M
5
PAS
5
Park Avenue Securities
New York
$52.5M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.52M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
GC
4
Garde Capital
Washington
$0
5
FWM
5
Frontier Wealth Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$451M 16,476,918 +16,103,926 +4,317%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$241M 5,327,081 – –
Bank of America
3
Bank of America
North Carolina
$168M 6,139,453 +2,535,742 +70%
PP
4
Prudential plc
United Kingdom
$79.1M 2,890,067 +1,391,955 +93%
Morgan Stanley
5
Morgan Stanley
New York
$74.7M 2,727,623 +2,281,085 +511%
LPL Financial
6
LPL Financial
California
$69.6M 2,542,245 +2,487,697 +4,561%
PAS
7
Park Avenue Securities
New York
$52.5M 1,917,468 +1,905,841 +16,392%
Osaic Holdings
8
Osaic Holdings
Arizona
$51.4M 1,909,429 +1,909,429 New
UBS Group
9
UBS Group
Switzerland
$40.5M 1,478,587 +811,424 +122%
PCA
10
Personal Capital Advisors
California
$39.7M 1,446,910 +249,384 +21%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$36.5M 1,333,560 +1,333,560 New
BlackRock
12
BlackRock
New York
$32.1M 1,172,321 +647,374 +123%
Wells Fargo
13
Wells Fargo
California
$26M 948,962 +496,002 +110%
Northern Trust
14
Northern Trust
Illinois
$24.9M 908,242 +900,242 +11,253%
ECM
15
ETrade Capital Management
Virginia
$23.2M 846,731 +846,731 New
Ameriprise
16
Ameriprise
Minnesota
$18.8M 698,496 +390,843 +127%
Betterment LLC
17
Betterment LLC
New York
$18.1M 660,785 +187,215 +40%
MML Investors Services
18
MML Investors Services
Massachusetts
$18.1M 660,105 +637,269 +2,791%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$15.3M 558,592 +277,433 +99%
WP
20
WealthSource Partners
California
$14.3M 524,057 +516,340 +6,691%
Goldman Sachs
21
Goldman Sachs
New York
$11.5M 421,418 +48,613 +13%
PFG
22
PAX Financial Group
Texas
$10.5M 367,070 +219,944 +149%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$10.5M 384,189 +341,385 +798%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$10.4M 370,574 +370,574 New
Creative Planning
25
Creative Planning
Kansas
$10.1M 367,214 +70,169 +24%
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