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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
Principal Financial Group
76
Principal Financial Group
Iowa
$3.33M +$565K +16,005 +19%
QC
77
Quent Capital
New York
$3.32M +$305K +8,658 +10%
EW
78
Evoke Wealth
California
$3.3M +$2.12M +60,195 +156%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$3.06M +$86.8K +2,460 +3%
Osaic Holdings
80
Osaic Holdings
Arizona
$2.97M -$449K -12,720 -12%
AAS
81
Avantax Advisory Services
Texas
$2.96M -$271K -7,677 -8%
SC
82
Savant Capital
Illinois
$2.95M -$205K -5,804 -6%
Comerica Bank
83
Comerica Bank
Texas
$2.84M +$144K +4,093 +5%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$2.84M +$69.8K +1,978 +2%
LGWM
85
Litman Gregory Wealth Management
California
$2.8M -$285K -8,089 -9%
SPIA
86
Steward Partners Investment Advisory
New York
$2.8M +$258K +7,321 +10%
Renaissance Technologies
87
Renaissance Technologies
New York
$2.65M +$2.4M +68,100 +608%
NA
88
NewEdge Advisors
Louisiana
$2.53M +$615K +17,438 +30%
KOC
89
Koss-Olinger Consulting
Florida
$2.51M -$9.31K -264 -0.3%
AF
90
Allworth Financial
California
$2.51M +$157K +4,451 +6%
Cerity Partners
91
Cerity Partners
New York
$2.49M +$131K +3,716 +5%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$2.42M -$125K -3,550 -5%
OMC
93
Old Mission Capital
Illinois
$2.38M +$2.52M +71,428 New
DAS
94
Dynamic Advisor Solutions
Arizona
$2.36M -$5.08K -144 -0.2%
AC
95
Apella Capital
Connecticut
$2.35M +$76.5K +2,168 +3%
AssetMark Inc
96
AssetMark Inc
California
$2.3M +$179K +5,075 +8%
ASN
97
Advisory Services Network
Georgia
$2.29M +$264K +7,481 +12%
GRP
98
Global Retirement Partners
California
$2.27M +$23.4K +663 +1%
Stifel Financial
99
Stifel Financial
Missouri
$2.22M +$127K +3,599 +6%
Jones Financial Companies
100
Jones Financial Companies
Missouri
$2.19M +$244K +6,903 +12%