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iShares ESG Aware MSCI EM ETF

74 hedge funds and large institutions have $176M invested in iShares ESG Aware MSCI EM ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

209% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 11

21% more funds holding

Funds holding: 6174 (+13)

12% more capital invested

Capital invested by funds: $158M → $176M (+$18.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

52.86% less ownership

Funds ownership: 107.03%54.17% (-53%)

Holders
74
Holders Change
+13
Holders Change %
+21.31%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
34
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$81K
HCA
52
Heck Capital Advisors
Wisconsin
$68.2K +$32K +888 +78%
SFM
53
Signet Financial Management
New Jersey
$67K
BBA
54
Braun-Bostich & Associates
Pennsylvania
$48K
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$40K -$19.3K -536 -50%
FHA
56
First Horizon Advisors
Tennessee
$39K +$36 +1 +0.1%
GRP
57
Global Retirement Partners
California
$31K
LFA
58
Legacy Financial Advisors
Kentucky
$24K +$144 +4 +0.6%
FEG
59
Financial Enhancement Group
Indiana
$23K
SIS
60
Sound Income Strategies
Florida
$18K
ADL
61
Asset Dedication LLC
California
$17K +$2.35K +65 +16%
YWP
62
YorkBridge Wealth Partners
New York
$11K
HNB
63
Huntington National Bank
Ohio
$7K
PA
64
Parallel Advisors
California
$5K -$3.68K -102 -40%
AF
65
Advisornet Financial
Minnesota
$5K -$433 -12 -8%
SPIA
66
Steward Partners Investment Advisory
New York
$5K +$5.81K +161 New
TFS
67
TrustCore Financial Services
Tennessee
$4K
APA
68
American Portfolios Advisors
New York
$3.57K
CGI
69
Cougar Global Investments
Ontario, Canada
$3K +$253 +7 +9%
ASN
70
Advisory Services Network
Georgia
$3K +$2.89K +80 New
MWM
71
Mascoma Wealth Management
New Hampshire
$2K +$2.67K +74 New
CFA
72
Carroll Financial Associates
North Carolina
$1K
TAIM
73
TD Ameritrade Investment Management
Nebraska
-$8K -216 Closed
DZ Bank
74
DZ Bank
Germany
-$4.8K -133 -98%
KL
75
KWMG LLC
Kansas
+$289 +8 New