We are live on ! Find out more
ESGE icon

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
476
Grand Wealth Management
Michigan
$1.51K -$9.15K -289 -85%
BC
477
Barrett & Company
Rhode Island
$1.3K
NCM
478
Northwest Capital Management
Oregon
$1.27K -$17.5K -554 -93%
CSWG
479
Cardinal Strategic Wealth Guidance
Kentucky
$1.21K
HGERS
480
Householder Group Estate & Retirement Specialist
Arizona
$1.06K +$1.11K +35 New
NL
481
NVWM LLC
Pennsylvania
$1.03K +$1.08K +34 New
VF
482
VitalStone Financial
Texas
$1K
RCM
483
Raleigh Capital Management
North Carolina
$969 +$1.01K +32 New
BWS
484
Buck Wealth Strategies
Colorado
$757 -$38.7K -1,223 -98%
CIM
485
Contravisory Investment Management
Massachusetts
$757 +$792 +25 New
AWM
486
Avior Wealth Management
Nebraska
$575 -$18.4K -582 -97%
KFI
487
Key Financial Inc
Pennsylvania
$515
FA
488
Faithward Advisors
Pennsylvania
$369 +$380 +12 New
OSAM
489
O'Shaughnessy Asset Management
Connecticut
$212 -$2.85K -90 -93%
GI
490
Gradient Investments
Minnesota
$61
GWS
491
Glassman Wealth Services
Virginia
$30 -$950 -30 -97%
AWM
492
Aspire Wealth Management
Massachusetts
$7
TAIM
493
TD Ameritrade Investment Management
Nebraska
-$3.5M -110,751 Closed
CW
494
CreativeOne Wealth
Kansas
-$812K -25,668 Closed
FTUS
495
Flow Traders U.S.
New York
-$790K -24,980 Closed
KOC
496
Koss-Olinger Consulting
Florida
-$695K -21,959 Closed
GC
497
Grimes & Company
Massachusetts
-$626K -19,805 Closed
AG
498
Ascent Group
Virginia
-$509K -15,874 Closed
MLA
499
My Legacy Advisors
Oregon
-$459K -13,900 Closed
AWA
500
Arete Wealth Advisors
Illinois
-$402K -12,699 Closed