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iShares ESG Aware MSCI EM ETF

494 hedge funds and large institutions have $2.75B invested in iShares ESG Aware MSCI EM ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 197 increasing their positions, 186 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-15
Holders Change %
-2.95%
% of All Funds
7.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
36
Increased
197
Reduced
186
Closed
41
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Shares
Change %
RF
226
RHS Financial
California
$504K -$104K -3,233 -17%
CFGS
227
Concourse Financial Group Securities
Alabama
$495K +$34.5K +1,070 +7%
BWP
228
BSW Wealth Partners
Colorado
$492K -$58K -1,799 -11%
PA
229
Parkside Advisors
California
$490K +$33.4K +1,035 +7%
BOPW
230
Brandywine Oak Private Wealth
Pennsylvania
$489K +$21.7K +674 +5%
SWG
231
Summit Wealth Group
Vermont
$483K +$11.4K +353 +2%
TWM
232
TriaGen Wealth Management
California
$481K -$8.28K -257 -2%
SAS
233
Sage Advisory Services
Texas
$480K +$25.4K +786 +6%
FPCP
234
Fort Point Capital Partners
California
$479K +$4K +124 +0.8%
SPL
235
Smart Portfolios LLC
Washington
$475K -$3.96K -123 -0.8%
FWP
236
Falcon Wealth Planning
California
$475K +$61.7K +1,913 +15%
KP
237
Keel Point
Alabama
$471K
EFN
238
Equita Financial Network
Pennsylvania
$469K +$210K +6,504 +81%
HWM
239
HB Wealth Management
Georgia
$468K +$18.6K +577 +4%
RWM
240
Ritholtz Wealth Management
New York
$466K -$6.45K -200 -1%
BIA
241
Bell Investment Advisors
California
$454K +$32.5K +1,009 +8%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$442K -$847K -26,287 -66%
CAL
243
Capital Analysts LLC
Pennsylvania
$442K +$35.4K +1,099 +9%
GWMR
244
GC Wealth Management RIA
Massachusetts
$439K +$439K +13,635 New
BSWM
245
Boston Standard Wealth Management
Massachusetts
$439K +$41.2K +1,278 +10%
CIBC Asset Management
246
CIBC Asset Management
Ontario, Canada
$439K -$141K -4,360 -24%
PWA
247
Prairie Wealth Advisors
Nebraska
$437K +$437K +13,559 New
PIA
248
Perennial Investment Advisors
California
$436K +$7.7K +239 +2%
LFG
249
Larson Financial Group
Missouri
$434K +$29.7K +923 +7%
JPG
250
Jordan Park Group
California
$430K +$18.7K +579 +5%