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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
BDFN
251
Bond & Devick Financial Network
Minnesota
$478K -$15.7K -495 -3%
ASFA
252
All Season Financial Advisors
Colorado
$476K -$22.9K -724 -4%
MRC
253
Millburn Ridgefield Corp
New York
$466K +$93.3K +2,946 +24%
BF
254
Brooklyn FI
New York
$462K +$176K +5,566 +57%
SB
255
Strategic Blueprint
Georgia
$457K -$207K -6,550 -30%
CWP
256
Concord Wealth Partners
Virginia
$457K -$23.4K -738 -5%
WWP
257
Waypoint Wealth Partners
California
$454K +$475K +14,990 New
PTC
258
Private Trust Company
Ohio
$452K -$19.6K -620 -4%
OWA
259
Octavia Wealth Advisors
Ohio
$447K -$21.9M -691,587 -98%
FPCP
260
Fort Point Capital Partners
California
$446K -$27.1K -855 -5%
PL
261
Plancorp LLC
Missouri
$446K +$8.9K +281 +2%
RWM
262
Ritholtz Wealth Management
New York
$445K -$15K -475 -3%
SCA
263
Snowden Capital Advisors
New York
$445K -$109K -3,427 -19%
SFP
264
Shepherd Financial Partners
Massachusetts
$444K -$3.17K -100 -0.7%
WWP
265
WR Wealth Planners
Missouri
$444K +$918 +29 +0.2%
SWG
266
Summit Wealth Group
Vermont
$441K +$3.93K +124 +0.9%
MWP
267
Meridian Wealth Partners
Pennsylvania
$441K +$37.6K +1,188 +9%
Wealth Enhancement Advisory Services
268
Wealth Enhancement Advisory Services
Minnesota
$440K +$460K +14,526 New
HNB
269
Huntington National Bank
Ohio
$437K
PAG
270
Private Advisor Group
New Jersey
$427K +$2.72K +86 +0.6%
SAS
271
Sage Advisory Services
Texas
$427K +$15.8K +499 +4%
BOPW
272
Brandywine Oak Private Wealth
Pennsylvania
$427K +$14.7K +463 +3%
HWM
273
HB Wealth Management
Georgia
$423K +$10.1K +320 +2%
SFG
274
Sage Financial Group
Pennsylvania
$423K +$7.76K +245 +2%
CGL
275
Clarius Group LLC
Washington
$419K +$80K +2,527 +22%