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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
SC
276
Stephens Consulting
Michigan
$415K +$75.3K +2,134 +21%
LRWA
277
Long Run Wealth Advisors
New York
$411K +$1.83K +52 +0.4%
CFGA
278
Cambridge Financial Group (Arizona)
Arizona
$411K -$117K -3,308 -21%
OBWG
279
Onyx Bridge Wealth Group
New York
$409K +$433K +12,259 New
TWM
280
Tradition Wealth Management
Minnesota
$409K +$76K +2,155 +21%
ECM
281
Evergreen Capital Management
Washington
$401K +$7.69K +218 +2%
WA
282
Wealth Alliance
New York
$400K -$212 -6 -0.1%
PHIC
283
Pine Haven Investment Counsel
Massachusetts
$394K
FFA
284
Farther Finance Advisors
California
$391K -$3.46K -98 -0.8%
DE
285
Diversified Enterprises
Delaware
$388K -$49.1K -1,391 -11%
SRB
286
Shotwell Rutter Baer
Michigan
$388K +$12.2K +347 +3%
CA
287
CGN Advisors
Kansas
$387K +$44.4K +1,259 +12%
NP
288
NorthRock Partners
Minnesota
$385K -$3.95K -112 -1%
SWP
289
Sagespring Wealth Partners
Tennessee
$383K +$405K +11,468 New
PPW
290
Presilium Private Wealth
Pennsylvania
$381K +$34.3K +972 +9%
WIA
291
World Investment Advisors
California
$379K +$1.06K +30 +0.3%
WTB
292
Washington Trust Bank
Washington
$374K -$706 -20 -0.2%
UB
293
UMB Bank
Missouri
$373K -$847 -24 -0.2%
EWA
294
EverSource Wealth Advisors
Alabama
$371K +$24.8K +704 +7%
AGWCA
295
Annis Gardner Whiting Capital Advisors
Florida
$368K
ATPW
296
Ashton Thomas Private Wealth
Arizona
$368K +$388K +11,010 New
CB
297
Community Bank
New York
$364K +$5.04K +143 +1%
RPSA
298
Richard P. Slaughter Associates
Texas
$359K -$12.1K -342 -3%
TF
299
TME Financial
California
$358K +$347K +9,828 New
RWM
300
Ritholtz Wealth Management
New York
$355K -$23.1K -655 -6%