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iShares ESG Aware MSCI EM ETF

171 hedge funds and large institutions have $841M invested in iShares ESG Aware MSCI EM ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 16

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

19% more capital invested

Capital invested by funds: $704M → $841M (+$137M)

19% more funds holding

Funds holding: 144171 (+27)

1.69% less ownership

Funds ownership: 93.16%91.47% (-1.7%)

Holders
171
Holders Change
+27
Holders Change %
+18.75%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
37
Increased
88
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KP
51
Keel Point
Alabama
$1.04M +$8.16K +238 +0.8%
Brown Advisory
52
Brown Advisory
Maryland
$973K
VFM
53
Vivid Financial Management
California
$945K +$928K +27,085 New
RWM
54
Ritholtz Wealth Management
New York
$902K -$17K -497 -2%
SC
55
Savant Capital
Illinois
$893K +$57.5K +1,676 +7%
BAAM
56
Baker Avenue Asset Management
California
$878K +$3.22K +94 +0.4%
SFS
57
Sowell Financial Services
Arkansas
$853K +$32K +934 +4%
Deutsche Bank
58
Deutsche Bank
Germany
$846K +$367K +10,705 +83%
MML Investors Services
59
MML Investors Services
Massachusetts
$820K +$257K +7,495 +49%
CG
60
Colony Group
Massachusetts
$779K +$9.32K +272 +1%
ASN
61
Advisory Services Network
Georgia
$769K +$641K +18,693 +692%
CJA
62
C-J Advisory
California
$750K +$103K +2,992 +17%
GC
63
Garde Capital
Washington
$714K +$138K +4,017 +25%
FI
64
Financial Insights
Washington
$683K +$232K +6,766 +55%
CB
65
Community Bank
New York
$674K
BWM
66
Baystate Wealth Management
Massachusetts
$658K +$32.1K +937 +5%
PSUF
67
People's United Financial
Connecticut
$646K +$616K +17,979 New
FWM
68
Frontier Wealth Management
Missouri
$642K
GTAM
69
Global Trust Asset Management
Florida
$641K -$17.7K -515 -3%
MM
70
Main Management
California
$571K -$93.9K -2,738 -15%
HHGA
71
Halbert Hargrove Global Advisors
California
$546K +$160K +4,656 +44%
PAG
72
Private Advisor Group
New Jersey
$542K +$27.1K +792 +6%
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$529K -$34.1K -994 -6%
BCI
74
Brinker Capital Investments
Pennsylvania
$527K +$68.8K +2,007 +16%
AI
75
Accredited Investors
Minnesota
$504K +$7.47K +218 +2%