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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
S
401
SignatureFD
Georgia
$68.6K +$5.83K +184 +9%
PCMC
402
Private Capital Management (Colorado)
Colorado
$68.6K
OC
403
Oakworth Capital
Alabama
$60.7K
CMBA
404
C.M. Bidwell & Associates
Hawaii
$60.2K -$6.02K -190 -9%
BCM
405
Bourgeon Capital Management
Connecticut
$58.8K +$5.86K +185 +11%
WTC
406
WhitTier Trust Company
Nevada
$57.4K -$507 -16 -0.8%
SS
407
Sunbelt Securities
Texas
$56.2K -$1.68K -53 -3%
GT
408
Glenmede Trust
Pennsylvania
$54.1K
TCOV
409
Trust Company of Vermont
Vermont
$51.9K +$285 +9 +0.5%
M
410
MOTCO
Texas
$42.5K
NFSG
411
Newbridge Financial Services Group
Florida
$41.9K
RP
412
Rice Partnership
Hawaii
$41K +$42.9K +1,354 New
CSPIA
413
Cary Street Partners Investment Advisory
Virginia
$40.8K -$86K -2,716 -67%
GC
414
Gould Capital
Washington
$40K
SWM
415
Sugarloaf Wealth Management
Georgia
$37.8K -$42.4K -1,340 -52%
BFPW
416
BOK Financial Private Wealth
Colorado
$36.6K
SWPG
417
Strategic Wealth Partners Group
Illinois
$34.9K
AA
418
Ancora Advisors
Ohio
$33K
ME
419
McIlrath & Eck
Washington
$32.8K +$7.95K +251 +30%
LWCFA
420
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32.8K
BTI
421
Blue Trust Inc
Georgia
$32K -$28.2K -892 -47%
NSG
422
Nalls Sherbakoff Group
Tennessee
$31.7K +$33.1K +1,046 New
KHC
423
Koesten Hirschmann & Crabtree
Kansas
$31K
LJHT
424
Laurie J. Hall Trustee
$30K -$15.8K -500 -33%
APC
425
Aspire Private Capital
North Carolina
$29K -$10.7K -339 -26%