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iShares ESG Aware MSCI EM ETF

568 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 322 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+19
Holders Change %
+3.46%
% of All Funds
8.99%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
322
Reduced
114
Closed
48
Calls
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
326
Strategic Point Investment Advisors
Rhode Island
$504K +$60.8K +1,655 +14%
MWM
327
Mascoma Wealth Management
New Hampshire
$497K +$156K +4,234 +46%
VAS
328
Vestmark Advisory Solutions
Massachusetts
$494K +$210K +5,731 +74%
HIM
329
Hanlon Investment Management
New Jersey
$483K +$136K +3,694 +39%
OWM
330
Opes Wealth Management
California
$480K -$142K -3,870 -23%
SP
331
Successful Portfolios
Florida
$480K +$64.9K +1,767 +16%
PAMG
332
Patton Albertson Miller Group
Tennessee
$478K -$585K -15,955 -55%
CCM
333
Coldstream Capital Management
Washington
$476K +$10.5K +286 +2%
CWAG
334
Compton Wealth Advisory Group
Virginia
$474K
SPL
335
Smart Portfolios LLC
Washington
$474K +$36K +979 +8%
RCM
336
Rain Capital Management
Oregon
$472K
G
337
GenTrust
Florida
$470K
PA
338
Parallel Advisors
California
$469K +$190K +5,103 +68%
OLVIG
339
Oliver Lagore Vanvalin Investment Group
Michigan
$464K +$464K +12,242 New
AA
340
Addison Advisors
Vermont
$463K +$183K +4,989 +66%
EWA
341
EP Wealth Advisors
California
$460K +$460K +12,514 New
LA
342
LexAurum Advisors
Kansas
$459K +$95.1K +2,593 +26%
AG
343
Ascent Group
Virginia
$450K +$3.75K +102 +0.8%
FMN
344
Financial Management Network
California
$449K +$3.81K +100 +0.9%
SG
345
StoneX Group
New York
$447K -$151K -4,114 -25%
FCI
346
Financial Counselors Inc
Kansas
$445K
OFP
347
OLIO Financial Planning
Virginia
$444K +$174K +4,733 +64%
KCA
348
Karn Couzens & Associates
Connecticut
$443K -$1.54K -42 -0.3%
HR
349
Hardy Reed
Mississippi
$438K
WFA
350
Wade Financial Advisory
California
$436K +$436K +11,870 New