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iShares ESG Aware MSCI EM ETF

502 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI EM ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 217 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
217
Reduced
181
Closed
41
Calls
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$458K
Name Holding Trade Value Shares
Change
Shares
Change %
CGL
301
Clarius Group LLC
Washington
$358K +$110K +3,467 +44%
PA
302
PFG Advisors
Arizona
$352K -$114K -3,591 -24%
FMN
303
Financial Management Network
California
$351K -$46.8K -1,464 -12%
FWP
304
Falcon Wealth Planning
California
$349K +$86.3K +2,727 +33%
ATC
305
Argent Trust Co
Tennessee
$347K
SWA
306
Stratos Wealth Advisors
Ohio
$344K -$45.4K -1,436 -12%
CB
307
Community Bank
New York
$340K
SPC
308
Sigma Planning Corp
Michigan
$339K -$102K -3,227 -23%
CC
309
Copperleaf Capital
North Carolina
$338K +$99.3K +3,138 +42%
FAIM
310
Financial Advocates Investment Management
Washington
$337K +$23.4K +741 +7%
HR
311
Hardy Reed
Mississippi
$335K
LWM
312
Liberty Wealth Management
California
$334K -$29K -916 -8%
HT
313
Heritage Trust
Oklahoma
$329K +$329K +10,390 New
KFSC
314
Keystone Financial Services (Colorado)
Colorado
$327K +$158 +5 +0%
WSWA
315
Warren Street Wealth Advisors
California
$326K +$7.12K +225 +2%
FA
316
FDx Advisors
Illinois
$324K +$69.3K +2,189 +27%
SAM
317
Strategy Asset Managers
California
$321K -$127K -4,013 -28%
PHIC
318
Pine Haven Investment Counsel
Massachusetts
$320K +$21.7K +686 +7%
AWE
319
Avidian Wealth Enterprises
Texas
$320K -$18.5K -586 -5%
CPP
320
Capasso Planning Partners
South Carolina
$318K +$54.8K +1,731 +21%
HNB
321
Huntington National Bank
Ohio
$317K -$254K
HF
322
HRT Financial
New York
$317K -$625K -19,800 -66%
CAMV
323
Concord Asset Management (Virginia)
Virginia
$316K +$9.08K +287 +3%
FFA
324
First Foundation Advisors
California
$315K
WTB
325
Washington Trust Bank
Washington
$315K +$34.7K +1,098 +12%