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iShares ESG Aware MSCI EM ETF

494 hedge funds and large institutions have $2.75B invested in iShares ESG Aware MSCI EM ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 196 increasing their positions, 187 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 187

2% less capital invested

Capital invested by funds: $2.8B → $2.75B (-$52.7M)

1.48% less ownership

Funds ownership: 68.23%66.76% (-1.5%)

3% less funds holding

Funds holding: 509494 (-15)

12% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 41

Holders
494
Holders Change
-15
Holders Change %
-2.95%
% of All Funds
7.12%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
36
Increased
196
Reduced
187
Closed
41
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
301
WT Wealth Management
Arizona
$309K +$60.3K +1,914 +25%
AWA
302
Aaron Wealth Advisors
Illinois
$305K +$298K +9,469 New
PSCM
303
Per Stirling Capital Management
Texas
$303K +$296K +9,387 New
CWS
304
Cypress Wealth Services
California
$297K -$266K -8,438 -48%
RIA
305
Regal Investment Advisors
Michigan
$297K -$15K -477 -5%
KFSC
306
Keystone Financial Services (Colorado)
Colorado
$294K -$4.29K -136 -1%
PP
307
PDS Planning
Ohio
$294K +$12.2K +388 +4%
CWM
308
Cranbrook Wealth Management
Michigan
$291K
SB
309
Strategic Blueprint
Georgia
$288K -$159K -5,032 -36%
RCWMU
310
Rothschild & Co Wealth Management (UK)
United Kingdom
$288K
ST
311
Spinnaker Trust
Maine
$286K +$11.5K +366 +4%
SC
312
Stephens Consulting
Michigan
$284K +$11.9K +378 +4%
MWP
313
Moller Wealth Partners
$279K +$18.7K +594 +7%
LNC
314
Lincoln National Corp
Pennsylvania
$279K +$6.62K +210 +2%
BBVA
315
Banco Bilbao Vizcaya Argentaria
Spain
$278K
SG
316
Sharper & Granite
California
$270K +$10.9K +345 +4%
CPP
317
Capasso Planning Partners
South Carolina
$267K -$85.9K -2,725 -25%
P
318
&Partners
Tennessee
$261K +$255K +8,088 New
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$254K +$9.04K +287 +4%
WFAG
320
Worth Financial Advisory Group
North Carolina
$253K +$9.61K +305 +4%
CWP
321
Concord Wealth Partners
Virginia
$252K -$87.7K -2,782 -26%
TWM
322
Tradition Wealth Management
Minnesota
$251K -$443K -14,056 -64%
FHA
323
First Horizon Advisors
Tennessee
$248K -$13K -412 -5%
UB
324
Umpqua Bank
Oregon
$248K +$242K +7,685 New
WA
325
Wealth Alliance
New York
$247K -$7.59K -241 -3%