ESGE icon

iShares ESG Aware MSCI EM ETF

492 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
Holders
492
Holders Change
-10
Holders Change %
-1.99%
% of All Funds
7.84%
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
Shares
Change %
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$339K -$3.9M -128,625 -92%
CB
302
Community Bank
New York
$330K +$4.69K +155 +1%
CAMV
303
Concord Asset Management (Virginia)
Virginia
$324K +$20.7K +683 +7%
FA
304
Fiduciary Alliance
South Carolina
$323K +$83.3K +2,750 +35%
LWM
305
Liberty Wealth Management
California
$321K +$1.33K +44 +0.4%
FFA
306
First Foundation Advisors
California
$319K +$17.4K +576 +6%
PHIC
307
Pine Haven Investment Counsel
Massachusetts
$319K +$12.1K +400 +4%
HT
308
Heritage Trust
Oklahoma
$315K
WSWA
309
Warren Street Wealth Advisors
California
$309K -$2.63K -87 -0.8%
FMN
310
Financial Management Network
California
$307K -$18.8K -636 -6%
TSS
311
Two Sigma Securities
New York
$306K +$306K +10,096 New
SWA
312
Stratos Wealth Advisors
Ohio
$300K -$29.4K -970 -9%
SC
313
Stephens Consulting
Michigan
$299K +$8.66K +286 +3%
VFA
314
Valeo Financial Advisors
Indiana
$299K -$333 -11 -0.1%
PPW
315
Presilium Private Wealth
Pennsylvania
$297K +$297K +9,819 New
CFA
316
Cahill Financial Advisors
Minnesota
$296K
OIA
317
OneDigital Investment Advisors
Kansas
$296K -$55.8K -1,843 -16%
BBA
318
BLB&B Advisors
Pennsylvania
$292K +$292K +9,656 New
ATC
319
Argent Trust Co
Tennessee
$292K -$40.5K -1,336 -12%
MYIA
320
Mount Yale Investment Advisors
Colorado
$289K -$71.2K -2,350 -20%
CPP
321
Capasso Planning Partners
South Carolina
$288K -$16.3K -539 -5%
TPCW
322
TD Private Client Wealth
New York
$288K +$8.27K +273 +3%
ECM
323
Evergreen Capital Management
Washington
$287K -$112K -3,709 -28%
SPC
324
Sigma Planning Corp
Michigan
$286K -$38.1K -1,257 -12%
CWM
325
Cornerstone Wealth Management
Missouri
$285K