We are live on ! Find out more
ESGE icon

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
DRP
501
Decker Retirement Planning
Utah
$1.6K +$1.69K +48 New
NC
502
NewSquare Capital
Pennsylvania
$1.54K
BC
503
Barrett & Company
Rhode Island
$1.44K
TRCT
504
Tower Research Capital (TRC)
New York
$1.4K -$5.58K -158 -79%
CPG
505
Cornerstone Planning Group
New Jersey
$1.28K +$35 +1 +3%
MCM
506
Mainstream Capital Management
California
$1.03K +$1.09K +31 New
MWA
507
Medallion Wealth Advisors
Connecticut
$935 +$988 +28 New
FLP
508
Financial Life Planners
Arizona
$882 +$917 +26 New
CJ
509
Caitlin John
Michigan
$768
WFA
510
West Financial Advisors
Iowa
$702 +$741 +21 New
KFI
511
Key Financial Inc
Pennsylvania
$568
RWS
512
Retirement Wealth Solutions
Wisconsin
$255 +$282 +8 New
GI
513
GAMMA Investing
California
$234
GWS
514
Glassman Wealth Services
Virginia
$33
MIS
515
Morningstar Investment Services
Illinois
-$3.64M -98,348 Closed
YIH
516
Y-Intercept (HK)
Hong Kong
-$2.19M -60,158 Closed
DJSG
517
D.J. St. Germain
Massachusetts
-$1.48M -40,617 Closed
RW
518
REDW Wealth
New Mexico
-$1.16M -31,876 Closed
Prudential Financial
519
Prudential Financial
New Jersey
-$1.14M -31,216 Closed
Squarepoint
520
Squarepoint
New York
-$296K -8,142 Closed
VCP
521
Verus Capital Partners
Arizona
-$277K -7,597 Closed
CGL
522
Clarius Group LLC
Washington
-$268K -7,360 Closed
HFA
523
High Falls Advisors
New York
-$253K -6,956 Closed
MCC
524
Maiden Cove Capital
Maine
-$249K -6,830 Closed
MWM
525
Meridian Wealth Management
Kentucky
-$240K -6,599 Closed