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iShares ESG Aware MSCI EM ETF

494 hedge funds and large institutions have $2.75B invested in iShares ESG Aware MSCI EM ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 196 increasing their positions, 187 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 187

2% less capital invested

Capital invested by funds: $2.8B → $2.75B (-$52.7M)

1.48% less ownership

Funds ownership: 68.23%66.76% (-1.5%)

3% less funds holding

Funds holding: 509494 (-15)

12% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 41

Holders
494
Holders Change
-15
Holders Change %
-2.95%
% of All Funds
7.12%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
36
Increased
196
Reduced
187
Closed
41
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
401
C.M. Bidwell & Associates
Hawaii
$63.6K +$599 +19 +1%
PCMC
402
Private Capital Management (Colorado)
Colorado
$62.8K -$6.84K -217 -10%
WL
403
WIT LLC
District of Columbia
$60.4K +$31K +985 +111%
SS
404
Sunbelt Securities
Texas
$59.9K
SIS
405
Sound Income Strategies
Florida
$58.6K
GC
406
Gould Capital
Washington
$58.6K +$11.9K +378 +26%
WTC
407
WhitTier Trust Company
Nevada
$57.5K -$3.56K -113 -6%
GT
408
Glenmede Trust
Pennsylvania
$57.3K -$284 -9 -0.5%
C
409
Covestor
United Kingdom
$56K -$4.85K -154 -8%
SWM
410
Sugarloaf Wealth Management
Georgia
$51.9K +$11.4K +363 +29%
CFD
411
Creative Financial Designs
Indiana
$51.1K
W
412
WealthCollab
Washington
$50.3K
RP
413
Rice Partnership
Hawaii
$46.8K +$2.62K +83 +6%
M
414
MOTCO
Texas
$45.2K
SWC
415
Spectrum Wealth Counsel
Indiana
$42.1K
TF
416
Tompkins Financial
New York
$41.5K -$2.63M -83,345 -98%
JWA
417
JFS Wealth Advisors
Pennsylvania
$41.1K +$3.53K +112 +10%
BL
418
BFSG LLC
California
$41K
BFPW
419
BOK Financial Private Wealth
Colorado
$38.9K
VWWMG
420
Vermillion & White Wealth Management Group
Pennsylvania
$36.5K -$15.8K -500 -31%
SA
421
Scarborough Advisors
Maryland
$35.7K +$2.02K +64 +6%
ME
422
McIlrath & Eck
Washington
$35.4K -$63 -2 -0.2%
KHC
423
Koesten Hirschmann & Crabtree
Kansas
$33K
AA
424
Ancora Advisors
Ohio
$32.5K -$5.14K -163 -14%
TCOV
425
Trust Company of Vermont
Vermont
$31.1K