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iShares ESG Aware MSCI EM ETF

515 hedge funds and large institutions have $3.03B invested in iShares ESG Aware MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 181 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 44

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 181

3% more funds holding

Funds holding: 500515 (+15)

0.19% more ownership

Funds ownership: 70.19%70.38% (+0.19%)

8% less capital invested

Capital invested by funds: $3.31B → $3.03B (-$280M)

Holders
515
Holders Change
+15
Holders Change %
+3%
% of All Funds
6.78%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
67
Increased
203
Reduced
181
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
226
Schneider Downs Wealth Management Advisors
Pennsylvania
$591K +$37.4K +1,059 +6%
PA
227
Parkside Advisors
California
$591K +$42.2K +1,195 +7%
MBT
228
Montecito Bank & Trust
California
$574K
MA
229
Mutual Advisors
Nebraska
$557K -$68.9K -1,953 -10%
CTC
230
Central Trust Company
Missouri
$557K -$19.2K -544 -3%
PL
231
Plancorp LLC
Missouri
$549K -$14.1K -399 -2%
MFA
232
Morling Financial Advisors
California
$549K +$32.1K +909 +6%
APW
233
Austin Private Wealth
Texas
$544K +$15.6K +442 +3%
LFG
234
Larson Financial Group
Missouri
$543K +$18.9K +537 +3%
BIA
235
Bell Investment Advisors
California
$542K +$50.8K +1,440 +10%
WT
236
Whittier Trust
California
$539K
MOS
237
MGO One Seven
Ohio
$535K +$12.4K +351 +2%
RA
238
RFG Advisory
Alabama
$531K +$165K +4,663 +41%
SPL
239
Smart Portfolios LLC
Washington
$529K +$20.6K +584 +4%
SWG
240
Summit Wealth Group
Vermont
$521K +$16.2K +460 +3%
SFG
241
Sage Financial Group
Pennsylvania
$513K +$89.3K +2,532 +20%
PI
242
PFG Investments
New York
$511K -$98.2K -2,782 -15%
BOPW
243
Brandywine Oak Private Wealth
Pennsylvania
$510K +$15.5K +438 +3%
PP
244
PDS Planning
Ohio
$508K +$5.79K +164 +1%
AA
245
Addison Advisors
Vermont
$504K -$2.29K -65 -0.4%
CAL
246
Capital Analysts LLC
Pennsylvania
$504K +$20.3K +575 +4%
KP
247
Keel Point
Alabama
$498K +$7.3K +207 +1%
BSWM
248
Boston Standard Wealth Management
Massachusetts
$495K +$10.3K +291 +2%
FPCP
249
Fort Point Capital Partners
California
$493K
FWP
250
Falcon Wealth Planning
California
$491K -$26.1K -741 -5%