We are live on ! Find out more
ESGE icon

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
SG
326
Sharper & Granite
California
$284K -$8.47K -240 -3%
UL
327
Unionview LLC
Washington
$284K -$11.4K -324 -4%
AWA
328
Aaron Wealth Advisors
Illinois
$281K +$3.03K +86 +1%
TIM
329
Tortoise Investment Management
New York
$279K -$2.12K -60 -0.7%
VW
330
Veridan Wealth
Oregon
$277K +$286K +8,094 New
AFG
331
Atomi Financial Group
New York
$276K +$12.7K +361 +5%
LWA
332
Lifelong Wealth Advisors
Minnesota
$275K +$291K +8,238 New
JSW
333
Journey Strategic Wealth
New Jersey
$273K +$52.2K +1,479 +22%
CPP
334
Capasso Planning Partners
South Carolina
$268K +$5.19K +147 +2%
TFO
335
Tarbox Family Office
California
$267K +$2.15K +61 +0.8%
SWP
336
Stratos Wealth Partners
Ohio
$265K +$26.4K +748 +10%
AI
337
Atria Investments
North Carolina
$264K -$55.9K -1,584 -17%
Pathstone Holdings
338
Pathstone Holdings
New Jersey
$264K -$33.6K -953 -11%
HB
339
HTLF Bank
Colorado
$261K
GDP
340
Great Diamond Partners
Maine
$251K +$7.55K +214 +3%
PSCM
341
Per Stirling Capital Management
Texas
$250K -$5.96K -169 -2%
LFG
342
Leverty Financial Group
Wisconsin
$247K +$3.74K +106 +1%
AWM
343
AE Wealth Management
Kansas
$246K -$26K -738 -9%
SIC
344
Sigma Investment Counselors
Michigan
$245K
SB
345
Strategic Blueprint
Georgia
$245K -$74.9K -2,124 -22%
ATC
346
Argent Trust Co
Tennessee
$244K -$131K -3,701 -34%
FHA
347
Flagship Harbor Advisors
Massachusetts
$243K +$47.6K +1,350 +23%
IAA
348
Independent Advisor Alliance
North Carolina
$242K +$255K +7,239 New
JC
349
JB Capital
Connecticut
$235K +$248K +7,036 New
TSS
350
Two Sigma Securities
New York
$234K +$248K +7,023 New