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iShares ESG Aware MSCI EM ETF

295 hedge funds and large institutions have $3B invested in iShares ESG Aware MSCI EM ETF in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 50 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 50

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

60% more capital invested

Capital invested by funds: $1.87B → $3B (+$1.13B)

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

9% more funds holding

Funds holding: 270295 (+25)

1.03% less ownership

Funds ownership: 93.78%92.75% (-1%)

Holders
295
Holders Change
+25
Holders Change %
+9.26%
% of All Funds
6.05%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
61
Increased
166
Reduced
50
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$796M +$250M +8,322,874 +51%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$241M
Bank of America
3
Bank of America
North Carolina
$166M -$29.4M -978,609 -16%
PP
4
Prudential plc
United Kingdom
$140M +$44.1M +1,467,161 +51%
LPL Financial
5
LPL Financial
California
$137M +$52.1M +1,733,825 +68%
Morgan Stanley
6
Morgan Stanley
New York
$113M +$24.3M +809,539 +30%
BlackRock
7
BlackRock
New York
$112M +$69.8M +2,323,238 +198%
Osaic Holdings
8
Osaic Holdings
Arizona
$91.3M +$28.2M +937,237 +49%
PAS
9
Park Avenue Securities
New York
$91M +$27.6M +918,569 +48%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$63.9M +$19.7M +656,774 +49%
Northern Trust
11
Northern Trust
Illinois
$56.8M +$25.9M +863,008 +95%
PCA
12
Personal Capital Advisors
California
$56.5M +$9.48M +315,650 +22%
ECM
13
ETrade Capital Management
Virginia
$49.8M +$21.2M +707,206 +84%
Citadel Advisors
14
Citadel Advisors
Florida
$45.6M +$42.7M +1,423,073 New
UBS Group
15
UBS Group
Switzerland
$45.5M -$1.81M -60,119 -4%
Wells Fargo
16
Wells Fargo
California
$36.8M +$5.93M +197,423 +21%
MML Investors Services
17
MML Investors Services
Massachusetts
$35.3M +$13.2M +440,633 +67%
Ameriprise
18
Ameriprise
Minnesota
$31.4M +$8.27M +275,384 +39%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$28.7M +$21.6M +720,365 +413%
Betterment LLC
20
Betterment LLC
New York
$24.4M +$3.01M +100,319 +15%
WP
21
WealthSource Partners
California
$22.7M +$5.52M +183,773 +35%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$22.2M +$9.2M +306,317 +80%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$20.2M +$2.12M +70,416 +13%
5L
24
55I LLC
Massachusetts
$17.2M +$7.3M +243,040 +83%
Goldman Sachs
25
Goldman Sachs
New York
$14.3M +$760K +25,303 +6%