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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
VAMG
426
Voisard Asset Management Group
Michigan
$29.6K +$3.34K +106 +13%
CPG
427
Cornerstone Planning Group
New Jersey
$28.4K -$3.21K -102 -11%
NS
428
NBC Securities
Alabama
$27K +$945 +30 +4%
HWP
429
Highline Wealth Partners
California
$24.4K
IGWM
430
ICA Group Wealth Management
Colorado
$24.2K +$3.28K +104 +16%
ST
431
Smithfield Trust
Pennsylvania
$23K
OLVIG
432
Oliver Lagore Vanvalin Investment Group
Michigan
$21.7K -$914 -29 -4%
PB
433
Pinnacle Bancorp
Nebraska
$20.8K
GWSG
434
GPS Wealth Strategies Group
Colorado
$20.4K
FCA
435
FinTrust Capital Advisors
South Carolina
$20.3K +$1.92K +61 +11%
WCM
436
Winthrop Capital Management
Indiana
$20K
CAM
437
Clarity Asset Management
Iowa
$17.7K -$21.5K -681 -55%
HR
438
Howe & Rusling
New York
$17.4K +$1.07K +34 +7%
FWP
439
FAS Wealth Partners
Kansas
$17.1K +$3.56K +113 +27%
FIM
440
Fernwood Investment Management
Massachusetts
$16.2K +$15.9K +504 New
NRC
441
New Republic Capital
North Carolina
$15.2K
FGAM
442
Financial Gravity Asset Management
Texas
$14.8K -$900K -28,563 -98%
TCM
443
TD Capital Management
Tennessee
$13.7K
OA
444
Operose Advisors
Wisconsin
$13.7K
CFFP
445
Center for Financial Planning
Michigan
$13.7K
GWM
446
Geneos Wealth Management
Colorado
$13.4K -$15.6K -495 -54%
PWA
447
Provenance Wealth Advisors
Florida
$13K
CA
448
Crewe Advisors
Utah
$12.4K -$410 -13 -3%
CFO
449
CVA Family Office
Colorado
$11.1K
TWP
450
TFO Wealth Partners
Ohio
$10.2K -$4.73K -150 -32%