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iShares ESG Aware MSCI EM ETF

510 hedge funds and large institutions have $2.8B invested in iShares ESG Aware MSCI EM ETF in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 192 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+18
Holders Change %
+3.66%
% of All Funds
7.48%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
75
Increased
182
Reduced
192
Closed
49
Calls
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
301
Apollon Wealth Management
South Carolina
$349K -$74.4K -2,322 -18%
SRB
302
Shotwell Rutter Baer
Michigan
$348K +$348K +11,139 New
PHIC
303
Pine Haven Investment Counsel
Massachusetts
$344K +$6.41K +200 +2%
CWP
304
Concord Wealth Partners
Virginia
$340K -$144K -4,489 -30%
AF
305
Advisornet Financial
Minnesota
$337K -$27.7K -863 -8%
HT
306
Heritage Trust
Oklahoma
$333K
HNB
307
Huntington National Bank
Ohio
$330K -$437K
WAP
308
Wealthcare Advisory Partners
Pennsylvania
$330K +$53.1K +1,657 +19%
PPW
309
Presilium Private Wealth
Pennsylvania
$322K +$7.57K +236 +2%
VFA
310
Valeo Financial Advisors
Indiana
$318K +$1.44K +45 +0.5%
WN
311
Williams & Novak
California
$316K +$316K +9,844 New
MPW
312
MA Private Wealth
California
$313K +$17K +531 +6%
RIA
313
Regal Investment Advisors
Michigan
$311K -$84.3K -2,629 -21%
ATC
314
Argent Trust Co
Tennessee
$309K
BBA
315
BLB&B Advisors
Pennsylvania
$309K -$513 -16 -0.2%
IAIM
316
International Assets Investment Management
Florida
$307K +$307K +9,591 New
Massachusetts Financial Services
317
Massachusetts Financial Services
Massachusetts
$306K +$15.4K +480 +5%
TPCW
318
TD Private Client Wealth
New York
$304K -$898 -28 -0.3%
FMN
319
Financial Management Network
California
$298K -$26.5K -845 -8%
KFSC
320
Keystone Financial Services (Colorado)
Colorado
$297K +$52.2K +1,627 +21%
CWM
321
Cranbrook Wealth Management
Michigan
$290K
FCI
322
Financial Counselors Inc
Kansas
$288K
RCWMU
323
Rothschild & Co Wealth Management (UK)
United Kingdom
$287K
CG
324
Caprock Group
Idaho
$281K +$5.32K +166 +2%
PP
325
PDS Planning
Ohio
$280K +$23.1K +721 +9%