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iShares ESG Aware MSCI EM ETF

515 hedge funds and large institutions have $3.03B invested in iShares ESG Aware MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 181 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 44

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 181

3% more funds holding

Funds holding: 500515 (+15)

0.19% more ownership

Funds ownership: 70.19%70.38% (+0.19%)

8% less capital invested

Capital invested by funds: $3.31B → $3.03B (-$280M)

Holders
515
Holders Change
+15
Holders Change %
+3%
% of All Funds
6.78%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
67
Increased
203
Reduced
181
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWC
426
Spectrum Wealth Counsel
Indiana
$46.8K +$1.24K +35 +3%
PS
427
Principal Securities
Iowa
$46.7K -$1.34K -38 -3%
CAS
428
Coppell Advisory Solutions
Texas
$46.5K +$14.6K +414 +43%
RP
429
Rice Partnership
Hawaii
$45.6K -$2.86K -81 -6%
OP
430
ORG Partners
Indiana
$43.1K -$106 -3 -0.2%
BL
431
BFSG LLC
California
$42.5K
GWANC
432
Guardian Wealth Advisors (North Carolina)
North Carolina
$41.8K +$44.2K +1,253 New
UFAC
433
Urban Financial Advisory Corp
Illinois
$41.1K +$670 +19 +2%
ME
434
McIlrath & Eck
Washington
$39.5K +$4.41K +125 +12%
WTC
435
WhitTier Trust Company
Nevada
$38.3K +$13.8K +390 +51%
VWWMG
436
Vermillion & White Wealth Management Group
Pennsylvania
$37.8K
KB
437
Kimelman & Baird
New York
$37.5K
GSWM
438
Golden State Wealth Management
California
$36.3K +$38.4K +1,087 New
KHC
439
Koesten Hirschmann & Crabtree
Kansas
$34.2K
HR
440
Howe & Rusling
New York
$33.7K +$17.1K +484 +92%
NB
441
NBT Bank
New York
$31.6K -$26.9K -762 -45%
OLVIG
442
Oliver Lagore Vanvalin Investment Group
Michigan
$26.5K -$3.85K -109 -12%
HWP
443
Highline Wealth Partners
California
$25.2K
Russell Investments Group
444
Russell Investments Group
United Kingdom
$25.1K +$141 +4 +0.5%
ST
445
Smithfield Trust
Pennsylvania
$24K
TF
446
Tompkins Financial
New York
$23.8K +$20.8K +590 +480%
FFA
447
Founders Financial Alliance
North Carolina
$23.7K -$63.5K -1,800 -72%
GWM
448
Geneos Wealth Management
Colorado
$23.6K +$1.09K +31 +5%
T
449
Transce3nd
Texas
$22.5K +$23.8K +674 New
FWP
450
FAS Wealth Partners
Kansas
$22.3K +$1.55K +44 +7%