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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

408 hedge funds and large institutions have $5.77B invested in iShares ESG Aware MSCI EM ETF in 2020 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 243 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
408
Holders Change
+83
Holders Change %
+25.54%
% of All Funds
7.24%
Holding in Top 10
33
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+83.33%
% of All Funds
0.59%
New
105
Increased
243
Reduced
39
Closed
16
Calls
$4.99M
Puts
$244K
Net Calls
+$4.75M
Net Calls Change
+$9.29M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.66B
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$254M
3
Morgan Stanley
3
Morgan Stanley
New York
$290M
4
LPL Financial
4
LPL Financial
California
$284M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$177M

Top Sellers

1
SW
1
SteelPeak Wealth
California
$0
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$0
3
PWA
3
Physician Wealth Advisors
Utah
$688K
4
5L
4
55I LLC
Massachusetts
$39M
5
VWA
5
Visionary Wealth Advisors
Illinois
$351K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.66B 39,495,802 +12,253,864 +45%
Morgan Stanley
2
Morgan Stanley
New York
$290M 6,914,613 +3,554,696 +106%
LPL Financial
3
LPL Financial
California
$284M 6,766,935 +2,090,784 +45%
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$254M 6,050,050 +6,050,050 New
Bank of America
5
Bank of America
North Carolina
$242M 5,757,696 +469,768 +9%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$241M 5,327,081 – –
PP
7
Prudential plc
United Kingdom
$211M 5,025,584 +1,157,905 +30%
BlackRock
8
BlackRock
New York
$207M 4,935,841 +677,033 +16%
Osaic Holdings
9
Osaic Holdings
Arizona
$177M 4,205,438 +1,161,602 +38%
PAS
10
Park Avenue Securities
New York
$172M 4,086,478 +1,122,977 +38%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$116M 2,767,683 +667,210 +32%
Northern Trust
12
Northern Trust
Illinois
$100M 2,393,787 +431,906 +22%
PCA
13
Personal Capital Advisors
California
$97.3M 2,318,843 +334,511 +17%
MML Investors Services
14
MML Investors Services
Massachusetts
$74.1M 1,764,976 +559,048 +46%
UBS Group
15
UBS Group
Switzerland
$72.3M 1,722,946 +140,867 +9%
Wells Fargo
16
Wells Fargo
California
$63.3M 1,507,405 +366,442 +32%
Ameriprise
17
Ameriprise
Minnesota
$56.1M 1,326,267 +297,728 +29%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$48.1M 1,144,592 +425,294 +59%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$42.1M 1,001,793 +52,721 +6%
Goldman Sachs
20
Goldman Sachs
New York
$39.7M 946,804 +609,777 +181%
5L
21
55I LLC
Massachusetts
$39M 928,501 -93,022 -9%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$38.7M 922,958 +461,765 +100%
WP
23
WealthSource Partners
California
$38.1M 906,730 +187,698 +26%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$37.9M 721,578 +158,787 +28%
Betterment LLC
25
Betterment LLC
New York
$37.9M 901,859 +86,290 +11%
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