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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
HSWS
351
Higgins & Schmidt Wealth Strategies
Colorado
$234K +$248K +7,021 New
CWP
352
CFM Wealth Partners
Texas
$230K -$4.2K -119 -2%
NW
353
NewEdge Wealth
Pennsylvania
$229K +$242K +6,851 New
CWS
354
Cypress Wealth Services
California
$229K -$19.3K -546 -7%
WCWM
355
Willow Creek Wealth Management
California
$228K
LIA
356
LifePlan Investment Advisors
North Carolina
$227K +$240K +6,796 New
OPWM
357
Oregon Pacific Wealth Management
Oregon
$227K +$239K +6,787 New
EPW
358
Evergreen Private Wealth
Colorado
$225K -$247 -7 -0.1%
TDWM
359
Topel & Distasi Wealth Management
California
$225K -$1.48K -42 -0.6%
CA
360
Continuum Advisory
Idaho
$224K +$2.01K +57 +0.9%
TF
361
Theory Financial
Colorado
$223K +$236K +6,692 New
HFS
362
Hughes Financial Services
Virginia
$221K +$234K +6,624 New
EGWAG
363
Elwood & Goetz Wealth Advisory Group
Georgia
$217K -$4.16K -118 -2%
RIS
364
Retirement Income Solutions
Michigan
$217K +$741 +21 +0.3%
CC
365
Copperleaf Capital
North Carolina
$215K +$227K +6,445 New
FG
366
Foster Group
Iowa
$215K +$13.1K +370 +6%
BIA
367
Bigelow Investment Advisors
Maine
$215K -$21.8K -617 -9%
VAF
368
Values Added Financial
District of Columbia
$215K +$227K +6,427 New
MBFW
369
Morton Brown Family Wealth
Pennsylvania
$214K -$20.9K -591 -8%
AFM
370
Armstrong Fleming & Moore
District of Columbia
$210K +$917 +26 +0.4%
OCM
371
One Capital Management
California
$210K +$7.66K +217 +4%
WAL
372
W Advisors LLC
Tennessee
$206K -$529 -15 -0.2%
Deutsche Bank
373
Deutsche Bank
Germany
$206K -$7.06K -200 -3%
WWG
374
West Wealth Group
California
$205K +$217K +6,137 New
JF
375
JSF Financial
California
$204K +$7.44K +211 +4%