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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
CCA
376
Column Capital Advisors
Indiana
$190K
TIM
377
Tortoise Investment Management
New York
$185K +$222 +7 +0.1%
AGWCA
378
Annis Gardner Whiting Capital Advisors
Florida
$183K +$191K +6,028 New
PAI
379
Pittenger & Anderson Inc
Nebraska
$167K -$7.92K -250 -4%
SWM
380
Spire Wealth Management
Virginia
$162K -$15.9K -503 -9%
ACA
381
Aptus Capital Advisors
Alabama
$150K -$60.3K -1,903 -28%
MIM
382
Macroview Investment Management
Maryland
$146K -$32 -1 -0%
BSB
383
Bangor Savings Bank
Maine
$146K -$18.7K -590 -11%
BFA
384
BBJS Financial Advisors
Washington
$139K +$8.33K +263 +6%
FC
385
Fiduciary Counselling
Minnesota
$137K
BAAM
386
Baker Avenue Asset Management
California
$130K +$3.48K +110 +3%
PP
387
PrairieView Partners
Minnesota
$130K +$88.5K +2,795 +185%
BWL
388
Bogart Wealth LLC
Virginia
$129K +$81.7K +2,580 +153%
PWMG
389
Provence Wealth Management Group
California
$129K +$135K +4,257 New
VWM
390
Venturi Wealth Management
Texas
$125K -$36.3K -1,147 -22%
EWP
391
Elevation Wealth Partners
California
$122K -$5.45K -172 -4%
MFA
392
McClarren Financial Advisors
Pennsylvania
$116K
USB
393
Union Savings Bank
Connecticut
$114K +$538 +17 +0.5%
AC
394
AlphaCore Capital
California
$107K
VNA
395
Valley National Advisers
Pennsylvania
$104K -$2.28K -72 -2%
BCWM
396
Bartlett & Co Wealth Management
Ohio
$87.1K
BC
397
Bartlett & Co
Ohio
$87K
CPG
398
Cornerstone Planning Group
New Jersey
$78.6K -$507 -16 -0.6%
C
399
Covestor
United Kingdom
$73K +$32 +1 +0%
CFD
400
Creative Financial Designs
Indiana
$71.4K -$19.2K -605 -20%