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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
ACA
251
Affinity Capital Advisors
California
$490K -$126K -3,584 -20%
FIM
252
Freedom Investment Management
Connecticut
$480K +$163K +4,609 +47%
SCA
253
Snowden Capital Advisors
New York
$479K +$29.1K +824 +6%
MWP
254
Meridian Wealth Partners
Pennsylvania
$475K -$29.4K -834 -6%
HR
255
Hardy Reed
Mississippi
$473K +$58.1K +1,646 +13%
WBG
256
Wharton Business Group
Pennsylvania
$463K -$75K -2,125 -13%
RIA
257
Regal Investment Advisors
Michigan
$454K +$15.5K +440 +3%
CIBC Asset Management
258
CIBC Asset Management
Ontario, Canada
$454K
WSWA
259
Warren Street Wealth Advisors
California
$450K +$69.6K +1,973 +17%
SW
260
SVB Wealth
Massachusetts
$446K +$472K +13,372 New
UBP
261
Union Bancaire Privee
Switzerland
$446K +$505K +14,310 New
TWM
262
TriaGen Wealth Management
California
$445K -$18K -509 -4%
CF
263
Corrigan Financial
Rhode Island
$444K +$18.3K +518 +4%
AAM
264
Ameraudi Asset Management
New York
$444K
PFA
265
Pure Financial Advisors
California
$444K +$69.7K +1,976 +17%
CCM
266
Coldstream Capital Management
Washington
$441K -$5.26K -149 -1%
FCM
267
Fortis Capital Management
Washington
$440K +$12K +339 +3%
PTC
268
Private Trust Company
Ohio
$437K
SAS
269
Sage Advisory Services
Texas
$434K +$7.76K +220 +2%
BWP
270
BlueStem Wealth Partners
Minnesota
$431K +$456K +12,912 New
PGA
271
Portland Global Advisors
Maine
$431K -$3.53K -100 -0.8%
WAP
272
Wealthcare Advisory Partners
Pennsylvania
$429K -$16.1K -457 -3%
SWA
273
Sax Wealth Advisors
New Jersey
$419K -$207K -5,863 -32%
MPW
274
MA Private Wealth
California
$417K +$3.81K +108 +0.9%
AIFS
275
A&I Financial Services
Colorado
$416K +$440K +12,457 New