We are live on ! Find out more
ESGE icon

iShares ESG Aware MSCI EM ETF

491 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% less ownership

Funds ownership: 66.42%65.77% (-0.65%)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 501491 (-10)

9% less capital invested

Capital invested by funds: $2.97B → $2.72B (-$258M)

17% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 205

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

97% less call options, than puts

Call options by funds: $6K | Put options by funds: $206K

Holders
491
Holders Change
-10
Holders Change %
-2%
% of All Funds
7.79%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
170
Reduced
205
Closed
38
Calls
$6K
Puts
$206K
Net Calls
-$200K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
Prudential plc
United Kingdom
$575K +$602K +19,000 New
Natixis Advisors
227
Natixis Advisors
Massachusetts
$569K +$15.5K +491 +3%
Cerity Partners
228
Cerity Partners
New York
$566K -$1.97M -62,226 -77%
BFEC
229
Benjamin F. Edwards & Company
Missouri
$562K +$15.1K +476 +3%
RFA
230
RTD Financial Advisors
Pennsylvania
$556K +$1.52K +48 +0.3%
CTC
231
Central Trust Company
Missouri
$555K +$14.9K +472 +3%
WS
232
Wedbush Securities
California
$555K +$665 +21 +0.1%
RJT
233
Raymond James Trust
Florida
$551K -$4.53K -143 -0.8%
LNWWM
234
Laird Norton Wetherby Wealth Management
California
$550K +$253 +8 +0%
CIBC Asset Management
235
CIBC Asset Management
Ontario, Canada
$544K
MWM
236
Mascoma Wealth Management
New Hampshire
$538K +$26.6K +840 +5%
TC
237
Trilogy Capital
California
$538K +$53.3K +1,682 +10%
PI
238
PFG Investments
New York
$527K +$44.6K +1,408 +9%
UFA
239
US Financial Advisors
Massachusetts
$521K +$46.3K +1,463 +9%
PIA
240
Perennial Investment Advisors
California
$517K -$57.3K -1,811 -10%
TWM
241
TriaGen Wealth Management
California
$509K -$9.5K -300 -2%
VCP
242
Verus Capital Partners
Arizona
$507K +$86K +2,715 +19%
FPGK
243
Financial Partners Group (Kansas)
Kansas
$506K -$39.8K -1,257 -7%
CCM
244
Coldstream Capital Management
Washington
$500K -$3.96K -125 -0.8%
SW
245
SVB Wealth
Massachusetts
$499K +$17.2K +543 +3%
WBG
246
Wharton Business Group
Pennsylvania
$491K -$40.7K -1,285 -7%
WT
247
Whittier Trust
California
$488K -$203K -6,404 -28%
SPL
248
Smart Portfolios LLC
Washington
$488K -$9.06K -286 -2%
KP
249
Keel Point
Alabama
$484K +$60.6K +1,913 +14%
DFA
250
DHK Financial Advisors
New Hampshire
$480K