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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
AWM
326
AE Wealth Management
Kansas
$247K -$223K -7,089 -48%
SWP
327
Stratos Wealth Partners
Ohio
$247K +$29.3K +929 +14%
GDP
328
Great Diamond Partners
Maine
$246K +$662 +21 +0.3%
AFG
329
ABLE Financial Group
Arizona
$243K +$9.42K +299 +4%
MYIA
330
Mount Yale Investment Advisors
Colorado
$239K +$233K +7,403 New
CGL
331
Clarius Group LLC
Washington
$237K
SIC
332
Sigma Investment Counselors
Michigan
$236K
OWA
333
Octavia Wealth Advisors
Ohio
$236K -$199K -6,324 -46%
FIM
334
Freedom Investment Management
Connecticut
$236K -$4.66K -148 -2%
FDCP
335
Foster Dykema Cabot & Partners
Massachusetts
$235K +$230K +7,291 New
MRC
336
Millburn Ridgefield Corp
New York
$232K -$335K -10,628 -60%
LW
337
Libra Wealth
California
$232K
BIA
338
Bigelow Investment Advisors
Maine
$227K
MBFW
339
Morton Brown Family Wealth
Pennsylvania
$226K +$11.1K +352 +5%
BSB
340
Bangor Savings Bank
Maine
$225K +$90.8K +2,883 +70%
TIM
341
Tortoise Investment Management
New York
$222K +$10.9K +347 +5%
FPGK
342
Financial Partners Group (Kansas)
Kansas
$221K -$332K -10,544 -61%
WCWM
343
Willow Creek Wealth Management
California
$220K -$18.7K -594 -8%
SEIA
344
Signature Estate & Investment Advisors
California
$219K +$215K +6,809 New
TFO
345
Tarbox Family Office
California
$219K
IAIM
346
International Assets Investment Management
Florida
$217K -$90.4K -2,870 -30%
EPW
347
Evergreen Private Wealth
Colorado
$217K +$32.7K +1,039 +18%
PBF
348
Petix & Botte Financial
California
$217K +$212K +6,721 New
TDWM
349
Topel & Distasi Wealth Management
California
$217K +$212K +6,721 New
MAWA
350
Moss Adams Wealth Advisors
Washington
$217K -$760K -24,115 -78%