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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
FFG
501
Frisch Financial Group
New York
-$366K -11,565 Closed
FAIM
502
Financial Advocates Investment Management
Washington
-$337K -10,665 Closed
FA
503
FDx Advisors
Illinois
-$324K -10,231 Closed
SAM
504
Strategy Asset Managers
California
-$321K -10,148 Closed
HF
505
HRT Financial
New York
-$317K -10,039 Closed
MFA
506
Mayflower Financial Advisors
Massachusetts
-$223K -9,913 Closed
T
507
TCWP
Ohio
-$277K -8,768 Closed
AL
508
Aspiriant LLC
California
-$270K -8,541 Closed
FA
509
Forefront Analytics
Pennsylvania
-$263K -8,300 Closed
CAM
510
Cresset Asset Management
Illinois
-$254K -8,030 Closed
TCA
511
Transcend Capital Advisors
New Jersey
-$223K -7,041 Closed
EGWAG
512
Elwood & Goetz Wealth Advisory Group
Georgia
-$221K -6,989 Closed
CPIG
513
Chicago Partners Investment Group
Illinois
-$222K -6,856 Closed
RA
514
RFG Advisory
Alabama
-$214K -6,752 Closed
AP
515
Appleton Partners
Massachusetts
-$203K -6,422 Closed
RIS
516
Retirement Income Solutions
Michigan
-$203K -6,414 Closed
CA
517
Clearstead Advisors
Ohio
-$74.1K -2,342 Closed
IGWM
518
ICA Group Wealth Management
Colorado
-$31.6K -999 Closed
CAS
519
Coppell Advisory Solutions
Texas
-$21.9K -698 Closed
SMA
520
Sage Mountain Advisors
Georgia
-$20.4K -644 Closed
CFO
521
CVA Family Office
Colorado
-$10.8K -343 Closed
TFA
522
Toth Financial Advisory
Virginia
-$9.08K -287 Closed
CWA
523
Clearview Wealth Advisors
Oregon
-$8.37K -265 Closed
DI
524
Disciplined Investments
Oklahoma
-$6.11K -193 Closed
RG
525
Retirement Group
California
-$4.71K -149 Closed