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iShares ESG Aware MSCI EM ETF

491 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% less ownership

Funds ownership: 66.42%65.77% (-0.65%)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 501491 (-10)

9% less capital invested

Capital invested by funds: $2.97B → $2.72B (-$258M)

17% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 205

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

97% less call options, than puts

Call options by funds: $6K | Put options by funds: $206K

Holders
491
Holders Change
-10
Holders Change %
-2%
% of All Funds
7.79%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
170
Reduced
205
Closed
38
Calls
$6K
Puts
$206K
Net Calls
-$200K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
351
One Capital Management
California
$233K +$20.4K +645 +9%
WWM
352
WT Wealth Management
Arizona
$232K +$243K +7,666 New
KFSC
353
Keystone Financial Services (Colorado)
Colorado
$231K -$85.4K -2,697 -26%
GDP
354
Great Diamond Partners
Maine
$231K +$5.79K +183 +2%
FDCDDQ
355
Federation des caisses Desjardins du Quebec
Quebec, Canada
$230K -$1.11K -35 -0.5%
API
356
Advisor Partners II
California
$228K +$238K +7,518 New
BIA
357
Bigelow Investment Advisors
Maine
$227K -$633 -20 -0.3%
PFO
358
Pathstone Family Office
New Jersey
$226K +$236K +7,468 New
3LCM
359
3D/L Capital Management
Connecticut
$226K -$22.3K -703 -9%
CA
360
CGN Advisors
Kansas
$226K +$22.5K +711 +11%
WFAG
361
Worth Financial Advisory Group
North Carolina
$224K +$10.8K +340 +5%
EFN
362
Equita Financial Network
Pennsylvania
$223K +$234K +7,376 New
LW
363
Libra Wealth
California
$223K -$19.2K -605 -8%
LFG
364
Leverty Financial Group
Wisconsin
$223K +$1.39K +44 +0.6%
SIC
365
Sigma Investment Counselors
Michigan
$222K
AIM
366
Acropolis Investment Management
Missouri
$217K
AFG
367
ABLE Financial Group
Arizona
$217K -$26.5K -838 -10%
CT
368
Cambridge Trust
Massachusetts
$215K +$30.7K +970 +16%
P
369
&Partners
Tennessee
$211K +$221K +6,974 New
TFO
370
Tarbox Family Office
California
$211K -$206K -6,504 -48%
ODIJL
371
One Day In July LLC
Vermont
$203K -$5.79K -183 -3%
SG
372
Sharper & Granite
California
$203K
PA
373
PFG Advisors
Arizona
$201K -$142K -4,498 -40%
MBFW
374
Morton Brown Family Wealth
Pennsylvania
$201K +$10.2K +321 +5%
MHR
375
Matthew Hamilton Rosenberg
$195K -$201K -6,357 -50%