We are live on ! Find out more
ESGE icon

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
WIA
451
Wetzel Investment Advisors
Indiana
$10K
AIP
452
Ameritas Investment Partners
Nebraska
$9.35K
IHWM
453
Iron Horse Wealth Management
Iowa
$9.22K
CIA
454
Cape Investment Advisory
Georgia
$7.38K
FFA
455
Frazier Financial Advisors
Ohio
$7.38K +$7.21K +229 New
TWC
456
TD Waterhouse Canada
Ontario, Canada
$6.86K -$1.57K -50 -19%
BWP
457
Baldwin Wealth Partners
Massachusetts
$6.77K +$6.62K +210 New
HWM
458
Horizons Wealth Management
North Carolina
$6.64K
CFS
459
CGC Financial Services
Oregon
$6.32K -$25.2K -800 -80%
SAM
460
Smartleaf Asset Management
Massachusetts
$6.28K
WIC
461
Woodmont Investment Counsel
Tennessee
$5.74K +$5.61K +178 New
IA
462
IFP Advisors
Florida
$5.7K +$441 +14 +9%
OSAM
463
O'Shaughnessy Asset Management
Connecticut
$5.25K +$1.95K +62 +61%
GFPC
464
Global Financial Private Client
Florida
$5.2K -$158 -5 -3%
HIA
465
Harbor Investment Advisory
Maryland
$5.16K
RG
466
Retirement Group
California
$4.89K
APC
467
Aspire Private Capital
North Carolina
$4.82K +$347 +11 +8%
LFA
468
LGT Financial Advisors
Texas
$4.6K
PA
469
PSI Advisors
Florida
$4.6K
RIL
470
Rothschild Investment LLC
Illinois
$4.54K
SRCM
471
Signature Resources Capital Management
California
$4.49K
TAM
472
Tucker Asset Management
Colorado
$4.22K
RA
473
Rise Advisors
New York
$3.5K
TRCT
474
Tower Research Capital (TRC)
New York
$3.22K -$135K -4,277 -98%
GI
475
Gradient Investments
Minnesota
$3.16K +$3.02K +96 +4,800%