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iShares ESG Aware MSCI EM ETF

515 hedge funds and large institutions have $3.03B invested in iShares ESG Aware MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 181 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 44

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 181

3% more funds holding

Funds holding: 500515 (+15)

0.19% more ownership

Funds ownership: 70.19%70.38% (+0.19%)

8% less capital invested

Capital invested by funds: $3.31B → $3.03B (-$280M)

Holders
515
Holders Change
+15
Holders Change %
+3%
% of All Funds
6.78%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
67
Increased
203
Reduced
181
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WN
301
Williams & Novak
California
$351K +$8.26K +234 +2%
EWP
302
Elevation Wealth Partners
California
$346K +$4.59K +130 +1%
CA
303
Capital Advantage
California
$346K +$365K +10,357 New
TPCW
304
TD Private Client Wealth
New York
$344K +$8.15K +231 +2%
GC
305
Garde Capital
Washington
$335K -$343K -9,734 -49%
VFA
306
Valeo Financial Advisors
Indiana
$331K
SEIA
307
Signature Estate & Investment Advisors
California
$327K +$565 +16 +0.2%
PFGIA
308
Patriot Financial Group Insurance Agency
Massachusetts
$326K -$138K -3,919 -29%
ST
309
Spinnaker Trust
Maine
$322K -$6.74K -191 -2%
FWI
310
Facet Wealth Inc
Maryland
$321K +$2.4K +68 +0.7%
Massachusetts Financial Services
311
Massachusetts Financial Services
Massachusetts
$314K -$121K -3,441 -27%
WWM
312
WT Wealth Management
Arizona
$311K +$353 +10 +0.1%
BBA
313
BLB&B Advisors
Pennsylvania
$310K -$2.43K -69 -0.7%
MCM
314
MAI Capital Management
Ohio
$307K +$2.5K +71 +0.8%
CWL
315
Causey Wealth LLC
Colorado
$307K +$324K +9,182 New
KWA
316
Kingswood Wealth Advisors
California
$304K +$321K +9,107 New
RCWMU
317
Rothschild & Co Wealth Management (UK)
United Kingdom
$298K
OWCM
318
One Wealth Capital Management
Arizona
$297K +$314K +8,907 New
AWM
319
Apollon Wealth Management
South Carolina
$295K -$11.7K -331 -4%
RIM
320
RW Investment Management
Idaho
$294K -$47K -1,332 -13%
KFSC
321
Keystone Financial Services (Colorado)
Colorado
$291K +$494 +14 +0.2%
BWL
322
Bogart Wealth LLC
Virginia
$291K -$50.2K -1,422 -14%
MWP
323
Moller Wealth Partners
$290K +$1.24K +35 +0.4%
FCI
324
Financial Counselors Inc
Kansas
$289K -$112K -3,166 -27%
BWP
325
BSW Wealth Partners
Colorado
$285K -$4.06K -115 -1%