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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
PAG
526
Private Advisor Group
New Jersey
-$233K -6,386 Closed
MYIA
527
Mount Yale Investment Advisors
Colorado
-$230K -6,316 Closed
FFA
528
First Foundation Advisors
California
-$228K -6,263 Closed
PFM
529
Peak Financial Management
Massachusetts
-$227K -6,224 Closed
OWA
530
Octavia Wealth Advisors
Ohio
-$226K -6,201 Closed
DI
531
DDFG Inc
California
-$223K -6,114 Closed
WFAG
532
Worth Financial Advisory Group
North Carolina
-$216K -5,919 Closed
NC
533
Napatree Capital
Rhode Island
-$214K -5,890 Closed
SFPM
534
Sensible Financial Planning & Management
Massachusetts
-$213K -5,854 Closed
MSA
535
Marino Stram & Associates
Massachusetts
-$212K -5,825 Closed
MNA
536
Manning & Napier Advisors
New York
-$211K -5,785 Closed
FPGK
537
Financial Partners Group (Kansas)
Kansas
-$210K -5,759 Closed
ODIJL
538
One Day In July LLC
Vermont
-$207K -5,696 Closed
BFG
539
Buttonwood Financial Group
Missouri
-$206K -5,653 Closed
SWA
540
Stratos Wealth Advisors
Ohio
-$201K -5,526 Closed
FMN
541
Financial Management Network
California
-$206K -5,512 Closed
MIM
542
Macroview Investment Management
Maryland
-$142K -3,908 Closed
DWS
543
Dynamic Wealth Strategies
California
-$128K -3,520 Closed
FDCP
544
Foster Dykema Cabot & Partners
Massachusetts
-$63.8K -1,752 Closed
JIP
545
Jaffetilchin Investment Partners
Florida
-$21.1K -581 Closed
GSEP
546
Golden State Equity Partners
California
-$11.1K -305 Closed
BWP
547
Baldwin Wealth Partners
Massachusetts
-$7.65K -210 Closed
CFG
548
Copley Financial Group
California
-$6.55K -180 Closed
AAG
549
Armstrong Advisory Group
Massachusetts
-$6.41K -176 Closed
LFA
550
LGT Financial Advisors
Texas
-$5.24K -144 Closed