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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
Citigroup
76
Citigroup
New York
$3.18M +$2.2M +69,382 +195%
SC
77
Savant Capital
Illinois
$3.17M +$436K +13,754 +15%
Prudential Financial
78
Prudential Financial
New Jersey
$3.17M -$281K -8,859 -8%
Principal Financial Group
79
Principal Financial Group
Iowa
$3.07M +$942K +29,749 +42%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$3.06M +$1.92M +60,593 +150%
IWC
81
Integrated Wealth Concepts
Massachusetts
$3.01M -$214K -6,769 -6%
Stifel Financial
82
Stifel Financial
Missouri
$2.93M +$302K +9,539 +11%
NA
83
Nottingham Advisors
New York
$2.88M +$35.1K +1,109 +1%
ASN
84
Advisory Services Network
Georgia
$2.8M -$367K -11,582 -11%
CFG
85
Citizens Financial Group
Rhode Island
$2.78M +$48K +1,515 +2%
MG
86
Mather Group
Illinois
$2.76M +$731K +23,097 +34%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$2.75M +$27.7K +875 +1%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$2.73M -$444K -14,036 -13%
Comerica Bank
89
Comerica Bank
Texas
$2.67M +$2.79M +88,180 New
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$2.66M +$2.78M +87,881 New
DAS
91
Dynamic Advisor Solutions
Arizona
$2.6M +$51.4K +1,623 +2%
ACA
92
Affinity Capital Advisors
California
$2.59M +$214K +6,751 +9%
OWA
93
One Wealth Advisors
California
$2.57M -$82.8K -2,616 -3%
TF
94
Tompkins Financial
New York
$2.55M -$20.6K -650 -0.8%
3AM
95
3EDGE Asset Management
Florida
$2.52M +$2.69M +85,020 New
SPIA
96
Steward Partners Investment Advisory
New York
$2.48M +$427K +13,477 +20%
QC
97
Quent Capital
New York
$2.47M -$2.63M -83,116 -51%
JMPWA
98
JP Morgan Private Wealth Advisors
California
$2.42M -$206K -6,499 -8%
AWS
99
Atria Wealth Solutions
New York
$2.4M -$647K -20,426 -20%
Schroder Investment Management Group
100
Schroder Investment Management Group
United Kingdom
$2.4M