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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

325 hedge funds and large institutions have $3.47B invested in iShares ESG Aware MSCI EM ETF in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 66 reducing their positions, and 26 closing their positions.

Holders
325
Holders Change
+30
Holders Change %
+10.17%
% of All Funds
6.58%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.36%
New
59
Increased
161
Reduced
66
Closed
26
Calls
$1.21M
Puts
$5.75M
Net Calls
-$4.54M
Net Calls Change
-$4.54M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$970M
2
BlackRock
2
BlackRock
New York
$152M
3
5L
3
55I LLC
Massachusetts
$36.4M
4
LPL Financial
4
LPL Financial
California
$167M
5
ECM
5
ETrade Capital Management
Virginia
$66.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
PP
2
Prudential plc
United Kingdom
$138M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$120M
5
BCM
5
Brookstone Capital Management
Illinois
$4.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$970M 27,241,938 +2,442,146 +10%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$241M 5,327,081 – –
Bank of America
3
Bank of America
North Carolina
$188M 5,287,928 +127,084 +2%
LPL Financial
4
LPL Financial
California
$167M 4,676,151 +400,081 +9%
BlackRock
5
BlackRock
New York
$152M 4,258,808 +763,249 +22%
PP
6
Prudential plc
United Kingdom
$138M 3,867,679 -489,549 -11%
Morgan Stanley
7
Morgan Stanley
New York
$120M 3,359,917 -177,245 -5%
Osaic Holdings
8
Osaic Holdings
Arizona
$107M 3,043,836 +197,170 +7%
PAS
9
Park Avenue Securities
New York
$106M 2,963,501 +127,464 +4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$74.8M 2,100,473 +110,139 +6%
PCA
11
Personal Capital Advisors
California
$70.7M 1,984,332 +221,772 +13%
Northern Trust
12
Northern Trust
Illinois
$69.9M 1,961,881 +190,631 +11%
ECM
13
ETrade Capital Management
Virginia
$66.3M 1,862,245 +308,308 +20%
UBS Group
14
UBS Group
Switzerland
$56.3M 1,582,079 +163,611 +12%
MML Investors Services
15
MML Investors Services
Massachusetts
$42.9M 1,205,928 +105,190 +10%
Wells Fargo
16
Wells Fargo
California
$40.6M 1,140,963 -5,422 -0.5%
Ameriprise
17
Ameriprise
Minnesota
$36.7M 1,028,539 +54,659 +6%
5L
18
55I LLC
Massachusetts
$36.4M 1,021,523 +486,212 +91%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$33.8M 949,072 +54,420 +6%
Betterment LLC
20
Betterment LLC
New York
$29M 815,569 +54,465 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$25.6M 719,298 +28,792 +4%
WP
22
WealthSource Partners
California
$25.6M 719,032 +11,202 +2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$22.3M 626,117 -2,891 -0.5%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$21.9M 562,791 +192,217 +52%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$16.6M 466,375 +92,772 +25%
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