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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
SA
101
Sanctuary Advisors
Indiana
$2.18M -$135K -3,816 -6%
PWM
102
Perigon Wealth Management
California
$2.15M +$427K +12,093 +23%
RSWM
103
Robertson Stephens Wealth Management
California
$2.11M -$72K -2,042 -3%
QCG
104
Quadrant Capital Group
Ohio
$2.11M
CWM
105
Connecticut Wealth Management
Connecticut
$2.1M -$50.3K -1,425 -2%
AG
106
AlTi Global
New York
$2.02M -$53.7K -1,523 -2%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$2.02M +$277K +7,841 +15%
AllianceBernstein
108
AllianceBernstein
Tennessee
$2.01M +$504K +14,296 +31%
OIA
109
OneDigital Investment Advisors
Kansas
$1.98M -$89.3K -2,532 -4%
BPA
110
Beacon Pointe Advisors
California
$1.94M -$69.8K -1,977 -3%
NA
111
Nottingham Advisors
New York
$1.94M -$945K -26,783 -32%
EL
112
EQ LLC
Washington
$1.91M +$14.5K +411 +0.7%
BF
113
BOK Financial
Oklahoma
$1.91M +$20.6K +585 +1%
AWS
114
Atria Wealth Solutions
New York
$1.89M -$201K -5,695 -9%
CL
115
Choreo LLC
Illinois
$1.87M -$214K -6,075 -10%
UCFA
116
United Capital Financial Advisors
Texas
$1.82M -$37.2K -1,055 -2%
P
117
&Partners
Tennessee
$1.8M +$1.41M +39,925 +294%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$1.8M +$151K +4,287 +9%
OWA
119
One Wealth Advisors
California
$1.79M -$62.3K -1,767 -3%
HI
120
Harbour Investments
Wisconsin
$1.75M +$28.8K +816 +2%
WFAG
121
Wescott Financial Advisory Group
Pennsylvania
$1.74M +$36.9K +1,045 +2%
KeyBank National Association
122
KeyBank National Association
Ohio
$1.71M +$35.9K +1,018 +2%
BMC
123
Bear Mountain Capital
Washington
$1.69M +$12.6K +358 +0.7%
AF
124
Affiance Financial
Minnesota
$1.68M +$10.7K +303 +0.6%
BFG
125
Baron Financial Group
New Jersey
$1.58M -$21.5K -610 -1%