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iShares ESG Aware MSCI EM ETF

509 hedge funds and large institutions have $2.8B invested in iShares ESG Aware MSCI EM ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 192 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
74
Increased
182
Reduced
192
Closed
49
Calls
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Shares
Change %
CGL
351
Clarius Group LLC
Washington
$236K -$207K -6,471 -47%
OWMIAS
352
One Wealth Management Investment & Advisory Services
Florida
$236K +$236K +7,358 New
LFG
353
Leverty Financial Group
Wisconsin
$236K
SIC
354
Sigma Investment Counselors
Michigan
$235K
CT
355
Cambridge Trust
Massachusetts
$235K +$7.37K +230 +3%
AWE
356
Avidian Wealth Enterprises
Texas
$233K -$33.1K -1,033 -12%
AFG
357
ABLE Financial Group
Arizona
$232K +$2.31K +72 +1%
LW
358
Libra Wealth
California
$230K -$5.51K -172 -2%
WWP
359
WR Wealth Planners
Missouri
$228K -$242K -7,545 -51%
CAMV
360
Concord Asset Management (Virginia)
Virginia
$228K -$114K -3,569 -33%
BIA
361
Bigelow Investment Advisors
Maine
$226K -$14.5K -453 -6%
HFA
362
High Falls Advisors
New York
$225K -$651K -20,312 -74%
AWA
363
Arete Wealth Advisors
Illinois
$219K +$219K +6,828 New
TFO
364
Tarbox Family Office
California
$218K -$5.26K -164 -2%
SWP
365
Stratos Wealth Partners
Ohio
$216K -$420K -13,113 -66%
NYLIM
366
New York Life Investment Management
New York
$216K +$216K +6,722 New
ODIJL
367
One Day In July LLC
Vermont
$215K
Deutsche Bank
368
Deutsche Bank
Germany
$214K -$563K -17,560 -72%
MBFW
369
Morton Brown Family Wealth
Pennsylvania
$214K +$802 +25 +0.4%
TIM
370
Tortoise Investment Management
New York
$210K +$14.3K +445 +7%
AFM
371
Armstrong Fleming & Moore
District of Columbia
$209K +$209K +6,531 New
AP
372
Appleton Partners
Massachusetts
$209K +$209K +6,522 New
RIS
373
Retirement Income Solutions
Michigan
$206K +$206K +6,414 New
QPWM
374
Quadrant Private Wealth Management
Pennsylvania
$205K -$45.5K -1,419 -18%
MSA
375
Marino Stram & Associates
Massachusetts
$203K -$61.9K -1,932 -23%