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iShares ESG Aware MSCI EM ETF

510 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 75 funds opening new positions, 182 increasing their positions, 192 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+18
Holders Change %
+3.66%
% of All Funds
7.48%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
75
Increased
182
Reduced
192
Closed
49
Calls
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Shares
Change %
MSA
376
Marino Stram & Associates
Massachusetts
$203K -$61.9K -1,932 -23%
PFM
377
Peak Financial Management
Massachusetts
$203K +$203K +6,320 New
EGWAG
378
Elwood & Goetz Wealth Advisory Group
Georgia
$201K +$201K +6,267 New
AGWCA
379
Annis Gardner Whiting Capital Advisors
Florida
$195K +$1.35K +42 +0.7%
EPW
380
Evergreen Private Wealth
Colorado
$182K +$182K +5,688 New
KFP
381
Keener Financial Planning
Texas
$175K +$175K +5,469 New
BWL
382
Bogart Wealth LLC
Virginia
$161K +$24.4K +760 +18%
BFA
383
BBJS Financial Advisors
Washington
$150K +$2.92K +91 +2%
PP
384
PrairieView Partners
Minnesota
$145K +$6.5K +202 +5%
B
385
Birchbrook
Maine
$142K +$142K +4,439 New
MIM
386
Macroview Investment Management
Maryland
$142K -$12.9K -403 -8%
TRCT
387
Tower Research Capital (TRC)
New York
$140K +$134K +4,177 +2,089%
PS
388
Principal Securities
Iowa
$135K +$135K +4,226 New
BSB
389
Bangor Savings Bank
Maine
$132K -$23.2K -723 -15%
MHR
390
Matthew Hamilton Rosenberg
$132K -$74.6K -2,327 -36%
FC
391
Fiduciary Counselling
Minnesota
$127K -$17.5K -547 -12%
MFA
392
McClarren Financial Advisors
Pennsylvania
$126K +$2.41K +75 +2%
USB
393
Union Savings Bank
Connecticut
$125K +$4.01K +125 +3%
SWM
394
Spire Wealth Management
Virginia
$124K -$39.4K -1,286 -24%
VNA
395
Valley National Advisers
Pennsylvania
$122K +$12.4K +387 +11%
EWP
396
Elevation Wealth Partners
California
$122K
VWM
397
Venturi Wealth Management
Texas
$117K -$15.5K -482 -12%
AC
398
AlphaCore Capital
California
$113K
ACA
399
American Capital Advisory
Idaho
$110K +$110K +3,428 New
PWMG
400
Provence Wealth Management Group
California
$98K -$38.5K -1,201 -28%