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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
GWM
426
Geneos Wealth Management
Colorado
$26.4K +$14.7K +463 +113%
NS
427
NBC Securities
Alabama
$25K +$26.5K +838 New
EWA
428
EverSource Wealth Advisors
Alabama
$25K -$14.1K -446 -35%
4FG
429
4Thought Financial Group
New York
$24.5K +$63 +2 +0.2%
KFS
430
Kelly Financial Services
Massachusetts
$24.1K -$7.73K -244 -23%
HWP
431
Highline Wealth Partners
California
$22.9K +$23.9K +756 New
ST
432
Smithfield Trust
Pennsylvania
$22K
OLVIG
433
Oliver Lagore Vanvalin Investment Group
Michigan
$21.6K -$9.69K -306 -30%
PB
434
Pinnacle Bancorp
Nebraska
$19.5K
GWSG
435
GPS Wealth Strategies Group
Colorado
$19.1K
OA
436
Operose Advisors
Wisconsin
$18.7K
LFA
437
Level Financial Advisors
New York
$18.1K
FCA
438
FinTrust Capital Advisors
South Carolina
$17.9K -$45.6K -1,439 -71%
BNP Paribas Financial Markets
439
BNP Paribas Financial Markets
France
$17.9K -$15.5K -490 -45%
WOSD
440
WFA of San Diego
California
$17.4K
HR
441
Howe & Rusling
New York
$17.2K +$1.04K +33 +6%
GWSA
442
Global Wealth Strategies & Associates
Colorado
$17.1K
CIA
443
Choate Investment Advisors
Massachusetts
$16.7K +$2.22K +70 +15%
FFA
444
Founders Financial Alliance
North Carolina
$14.5K
NRC
445
New Republic Capital
North Carolina
$14.3K -$1.43K -45 -9%
OP
446
ORG Partners
Indiana
$13.4K -$483K -15,254 -97%
CFFP
447
Center for Financial Planning
Michigan
$12.8K
TCM
448
TD Capital Management
Tennessee
$12.6K
HWM
449
Horizons Wealth Management
North Carolina
$12.4K +$63 +2 +0.5%
PWA
450
Provenance Wealth Advisors
Florida
$12.2K +$12.7K +402 New