ESGE icon

iShares ESG Aware MSCI EM ETF

502 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI EM ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 217 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
-11
Holders Change %
-2.14%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
33
Increased
217
Reduced
181
Closed
41
Calls
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$458K
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
401
Creative Financial Designs
Indiana
$93.8K -$24.5K -776 -21%
BC
402
Bartlett & Co
Ohio
$91K
BCWM
403
Bartlett & Co Wealth Management
Ohio
$90.9K
IA
404
IFP Advisors
Florida
$87.1K -$68.6K -2,170 -44%
CPG
405
Cornerstone Planning Group
New Jersey
$82.6K +$82.6K +2,611 New
SWM
406
Sugarloaf Wealth Management
Georgia
$81.8K
Bank of Montreal
407
Bank of Montreal
Ontario, Canada
$76.7K -$1.09M -33,477 -93%
C
408
Covestor
United Kingdom
$76K -$4.21K -133 -5%
CA
409
Clearstead Advisors
Ohio
$74.1K +$380 +12 +0.5%
PCMC
410
Private Capital Management (Colorado)
Colorado
$71.6K +$3.07K +97 +4%
CMBA
411
C.M. Bidwell & Associates
Hawaii
$68.9K -$17.6K -556 -20%
S
412
SignatureFD
Georgia
$65.8K +$11.4K +359 +21%
OC
413
Oakworth Capital
Alabama
$63.4K
FCA
414
FinTrust Capital Advisors
South Carolina
$61K
WTC
415
WhitTier Trust Company
Nevada
$60.5K
SS
416
Sunbelt Securities
Texas
$60.4K
BTI
417
Blue Trust Inc
Georgia
$60K
BWS
418
Buck Wealth Strategies
Colorado
$59.7K
GT
419
Glenmede Trust
Pennsylvania
$56.3K
BCM
420
Bourgeon Capital Management
Connecticut
$55.6K +$16.8K +530 +43%
KTC
421
Kistler-Tiffany Companies
Pennsylvania
$54.3K
TCOV
422
Trust Company of Vermont
Vermont
$53.9K -$34.8K -1,100 -39%
BWL
423
Bogart Wealth LLC
Virginia
$53.4K +$221 +7 +0.4%
LJHT
424
Laurie J. Hall Trustee
$47K -$15.7K -500 -25%
PP
425
PrairieView Partners
Minnesota
$47K +$3.26K +105 +7%