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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, 197 increasing their positions, 186 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-15
Holders Change %
-2.95%
% of All Funds
7.16%
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
197
Reduced
186
Closed
41
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
301
Aaron Wealth Advisors
Illinois
$305K +$305K +9,469 New
PSCM
302
Per Stirling Capital Management
Texas
$303K +$303K +9,387 New
CWS
303
Cypress Wealth Services
California
$297K -$272K -8,438 -48%
RIA
304
Regal Investment Advisors
Michigan
$297K -$15.4K -477 -5%
KFSC
305
Keystone Financial Services (Colorado)
Colorado
$294K -$4.38K -136 -1%
PP
306
PDS Planning
Ohio
$294K +$12.5K +388 +4%
CWM
307
Cranbrook Wealth Management
Michigan
$291K
SB
308
Strategic Blueprint
Georgia
$288K -$162K -5,032 -36%
RCWMU
309
Rothschild & Co Wealth Management (UK)
United Kingdom
$288K
ST
310
Spinnaker Trust
Maine
$286K +$11.8K +366 +4%
SC
311
Stephens Consulting
Michigan
$284K +$12.2K +378 +4%
MWP
312
Moller Wealth Partners
$279K +$19.1K +594 +7%
LNC
313
Lincoln National Corp
Pennsylvania
$279K +$6.77K +210 +2%
BBVA
314
Banco Bilbao Vizcaya Argentaria
Spain
$278K
SG
315
Sharper & Granite
California
$270K +$11.2K +345 +4%
CPP
316
Capasso Planning Partners
South Carolina
$267K -$87.8K -2,725 -25%
P
317
&Partners
Tennessee
$261K +$261K +8,088 New
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$254K +$9.25K +287 +4%
WFAG
319
Worth Financial Advisory Group
North Carolina
$253K +$9.83K +305 +4%
CWP
320
Concord Wealth Partners
Virginia
$252K -$89.7K -2,782 -26%
TWM
321
Tradition Wealth Management
Minnesota
$251K -$453K -14,056 -64%
FHA
322
First Horizon Advisors
Tennessee
$248K -$13.3K -412 -5%
UB
323
Umpqua Bank
Oregon
$248K +$248K +7,685 New
WA
324
Wealth Alliance
New York
$247K -$7.77K -241 -3%
AWM
325
AE Wealth Management
Kansas
$247K -$228K -7,089 -48%