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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, 196 increasing their positions, 187 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 187

2% less capital invested

Capital invested by funds: $2.8B → $2.75B (-$52.7M)

1.48% less ownership

Funds ownership: 68.23%66.76% (-1.5%)

3% less funds holding

Funds holding: 509494 (-15)

12% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 41

Holders
494
Holders Change
-15
Holders Change %
-2.95%
% of All Funds
7.12%
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
196
Reduced
187
Closed
41
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Change in
Stake
JPG
251
Jordan Park Group
California
$430K +$18.2K +579 +5%
AAM
252
Ameraudi Asset Management
New York
$429K
CICC
253
Capital Investment Counsel (Colorado)
Colorado
$422K +$413K +13,099 New
PTC
254
Private Trust Company
Ohio
$422K
LRWA
255
Long Run Wealth Advisors
New York
$420K -$3.62K -115 -0.9%
FLA
256
Financial Life Advisors
Texas
$416K -$431K -13,682 -51%
CF
257
Corrigan Financial
Rhode Island
$410K +$29.4K +933 +8%
PGA
258
Portland Global Advisors
Maine
$410K +$1.57K +50 +0.4%
SFG
259
Sage Financial Group
Pennsylvania
$405K -$60.5K -1,919 -13%
FCI
260
Financial Counselors Inc
Kansas
$400K +$108K +3,429 +38%
OIA
261
OneDigital Investment Advisors
Kansas
$399K +$34.1K +1,083 +10%
YIH
262
Y-Intercept (HK)
Hong Kong
$399K -$568K -18,035 -59%
ECM
263
Evergreen Capital Management
Washington
$399K -$6.68K -212 -2%
HR
264
Hardy Reed
Mississippi
$394K +$378 +12 +0.1%
PS
265
Portfolio Strategies
New York
$394K +$385K +12,227 New
PAG
266
Private Advisor Group
New Jersey
$393K -$16.8K -533 -4%
WSWA
267
Warren Street Wealth Advisors
California
$393K -$6.46K -205 -2%
FCM
268
Fortis Capital Management
Washington
$388K +$2.08K +66 +0.6%
VCP
269
Verus Capital Partners
Arizona
$385K -$88.3K -2,804 -19%
UL
270
Unionview LLC
Washington
$379K
APW
271
Austin Private Wealth
Texas
$378K +$10.7K +341 +3%
AFG
272
Atomi Financial Group
New York
$377K +$368K +11,691 New
CCA
273
Cobblestone Capital Advisors
New York
$374K +$10.7K +340 +3%
NP
274
NorthRock Partners
Minnesota
$370K +$4.92K +156 +1%
SRB
275
Shotwell Rutter Baer
Michigan
$370K +$3.34K +106 +1%