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iShares ESG Aware MSCI EM ETF

493 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 208 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
7.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
208
Reduced
165
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
326
Stratos Wealth Advisors
Ohio
$279K +$279K +8,314 New
BSB
327
Bangor Savings Bank
Maine
$277K +$43.1K +1,285 +18%
AWM
328
AE Wealth Management
Kansas
$277K +$20.4K +608 +8%
P
329
&Partners
Tennessee
$274K +$2.85K +85 +1%
AWM
330
Apollon Wealth Management
South Carolina
$271K -$79.9K -2,382 -23%
OWMIAS
331
One Wealth Management Investment & Advisory Services
Florida
$270K +$270K +8,048 New
TFO
332
Tarbox Family Office
California
$266K +$38.2K +1,138 +17%
UB
333
Umpqua Bank
Oregon
$258K
KWM
334
Kingsview Wealth Management
Oregon
$258K +$42.9K +1,279 +20%
GDP
335
Great Diamond Partners
Maine
$249K -$7.61K -227 -3%
CGL
336
Clarius Group LLC
Washington
$247K
SIC
337
Sigma Investment Counselors
Michigan
$246K
SWP
338
Stratos Wealth Partners
Ohio
$245K -$11.9K -355 -5%
PSCM
339
Per Stirling Capital Management
Texas
$245K -$70.1K -2,090 -22%
LFG
340
Leverty Financial Group
Wisconsin
$244K +$23.2K +693 +11%
MYIA
341
Mount Yale Investment Advisors
Colorado
$240K -$7.88K -235 -3%
MBFW
342
Morton Brown Family Wealth
Pennsylvania
$239K -$272 -8 -0.1%
VW
343
Veridan Wealth
Oregon
$238K +$238K +6,067 New
MWM
344
Meridian Wealth Management
Kentucky
$237K +$237K +7,058 New
CA
345
CGN Advisors
Kansas
$235K +$235K +6,997 New
HB
346
HTLF Bank
Colorado
$233K +$24.1K +718 +11%
HFA
347
High Falls Advisors
New York
$232K +$7.91K +236 +4%
WCWM
348
Willow Creek Wealth Management
California
$229K
CA
349
Continuum Advisory
Idaho
$229K +$18.3K +545 +9%
BIA
350
Bigelow Investment Advisors
Maine
$229K -$7.68K -229 -3%