We are live on ! Find out more
ESGE icon

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
AF
376
Advisornet Financial
Minnesota
$203K -$184K -5,207 -46%
KWM
377
Kingsview Wealth Management
Oregon
$203K -$46K -1,305 -18%
GWSG
378
GPS Wealth Strategies Group
Colorado
$202K +$776 +22 +0.4%
Marshall Wace
379
Marshall Wace
United Kingdom
$201K +$212K +6,011 New
TWP
380
Tempus Wealth Planning
California
$201K +$882 +25 +0.4%
KFP
381
Keener Financial Planning
Texas
$199K +$88.8K +2,518 +73%
CWM
382
Cranbrook Wealth Management
Michigan
$193K
VWM
383
Venturi Wealth Management
Texas
$187K +$7.76K +220 +4%
BCWM
384
Bartlett & Co Wealth Management
Ohio
$185K -$1.94K -55 -1%
CA
385
CoreCap Advisors
Michigan
$180K +$14.9K +423 +9%
RL
386
Rogco LP
Oklahoma
$176K +$186K +5,265 New
HNB
387
Huntington National Bank
Ohio
$173K
Qube Research & Technologies (QRT)
388
Qube Research & Technologies (QRT)
United Kingdom
$171K -$180K -5,106 -50%
ACA
389
Aptus Capital Advisors
Alabama
$169K +$49.1K +1,393 +38%
SFGP
390
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$165K +$175K +4,956 New
PP
391
PrairieView Partners
Minnesota
$163K +$10.4K +295 +6%
FHA
392
First Horizon Advisors
Tennessee
$155K -$174K -4,925 -52%
USB
393
Union Savings Bank
Connecticut
$141K
B
394
Birchbrook
Maine
$132K -$11.7K -332 -8%
GWP
395
Gen-Wealth Partners
Michigan
$131K -$15.7K -445 -10%
S
396
SignatureFD
Georgia
$130K +$35.4K +1,004 +35%
BSB
397
Bangor Savings Bank
Maine
$126K +$7.66K +217 +6%
MHR
398
Matthew Hamilton Rosenberg
$118K -$2.75K -78 -2%
WWP
399
WR Wealth Planners
Missouri
$116K -$59.3K -1,681 -33%
ACA
400
American Capital Advisory
Idaho
$111K -$2.82K -80 -2%