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iShares ESG MSCI EM Leaders ETF
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Overview Fund Activity

26 hedge funds and large institutions have $821M invested in iShares ESG MSCI EM Leaders ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
12
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
Ilmarinen Mutual Pension Insurance
Finland
$799M
2
FTUS
Flow Traders U.S.
New York
$4.83M
3
Jane Street
Jane Street
New York
$2.98M
4
5L
55I LLC
Massachusetts
$2.15M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.39M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$750K
2
Bank of America
Bank of America
North Carolina
$748K
3
WP
WealthSource Partners
California
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
KWM
Keebeck Wealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$799M +$22.4M +367,000 +3%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$5.39M +$645K +10,450 +14%
FTUS
3
Flow Traders U.S.
New York
$4.83M +$1.36M +22,180 +39%
Jane Street
4
Jane Street
New York
$2.98M +$1.34M +21,988 +82%
5L
5
55I LLC
Massachusetts
$2.15M +$708K +11,578 +49%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$779K +$122K +1,989 +18%
AssetMark Inc
7
AssetMark Inc
California
$750K -$846K -13,843 -53%
Bank of America
8
Bank of America
North Carolina
$748K -$843K -13,792 -53%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$515K +$492K +8,054 +2,171%
RSWM
10
Robertson Stephens Wealth Management
California
$491K +$48.6K +796 +11%
Northern Trust
11
Northern Trust
Illinois
$453K +$453K +7,407 New
BBA
12
BLB&B Advisors
Pennsylvania
$419K +$174K +2,850 +71%
MWM
13
Modera Wealth Management
New Jersey
$306K +$306K +5,000 New
OMC
14
Old Mission Capital
Illinois
$304K +$6.11K +100 +2%
OWA
15
One Wealth Advisors
California
$266K +$266K +4,350 New
BDF
16
Balasa Dinverno & Foltz
$224K +$36K +589 +19%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$199K -$6.52K -107 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$197K -$30.6K -500 -13%
MHR
19
Matthew Hamilton Rosenberg
$103K +$103K +1,687 New
Osaic Holdings
20
Osaic Holdings
Arizona
$87K +$36.3K +601 +72%
COCM
21
Charter Oak Capital Management
New Hampshire
$66K – – –
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$63K +$63K +1,033 New
PCM
23
Penserra Capital Management
California
$30K +$30K +504 New
SWM
24
Spire Wealth Management
Virginia
$4K – – –
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4K +70 New
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