ESGE icon

iShares ESG Aware MSCI EM ETF

568 hedge funds and large institutions have $5.36B invested in iShares ESG Aware MSCI EM ETF in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 322 increasing their positions, 114 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+19
Holders Change %
+3.46%
% of All Funds
8.99%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
75
Increased
322
Reduced
114
Closed
48
Calls
Puts
$753K
Net Calls
-$753K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Shares
Change %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$3.62M +$120K +3,267 +3%
SHGA
127
Sand Hill Global Advisors
California
$3.55M +$663K +18,061 +23%
MGWM
128
Marks Group Wealth Management
Minnesota
$3.47M +$1.32M +35,952 +61%
T
129
TNF
Montana
$3.38M +$659K +19,213 +24%
WA
130
Wealth Alliance
New York
$3.33M +$1.31M +35,774 +65%
DE
131
Day & Ennis
Georgia
$3.31M -$576K -15,695 -15%
LWM
132
Liberty Wealth Management
California
$3.28M +$3.28M +89,342 New
SCA
133
Snowden Capital Advisors
New York
$3.26M +$147K +3,993 +5%
I
134
INVST
Indiana
$3.23M +$390K +12,133 +14%
HCM
135
Howland Capital Management
Massachusetts
$3.12M +$468K +12,732 +18%
OPS
136
Orion Portfolio Solutions
Nebraska
$3.11M +$1.18M +32,107 +61%
HWMA
137
Heritage Wealth Management (Arizona)
Arizona
$3.03M +$3.03M +82,409 New
UCFA
138
United Capital Financial Advisors
Texas
$3.01M +$140K +3,813 +5%
TF
139
Tompkins Financial
New York
$2.98M +$193K +5,267 +7%
Franklin Resources
140
Franklin Resources
California
$2.98M +$2.69M +73,276 +933%
IDA
141
Intelligence Driven Advisers
California
$2.83M -$790K -21,659 -22%
PFM
142
Parsec Financial Management
North Carolina
$2.78M +$638K +17,369 +30%
CWM
143
Connecticut Wealth Management
Connecticut
$2.74M +$80.1K +2,180 +3%
BHWM
144
Bay Harbor Wealth Management
Maryland
$2.71M +$107K +2,922 +4%
GA
145
GoalVest Advisory
New York
$2.7M +$2.7M +73,464 New
RA
146
RFG Advisory
Alabama
$2.66M +$977K +26,590 +58%
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$2.56M -$58K -1,580 -2%
CCWA
148
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.54M +$195K +5,306 +8%
RIA
149
Regal Investment Advisors
Michigan
$2.44M +$538K +14,657 +28%
BFA
150
BMS Financial Advisors
South Dakota
$2.44M +$370K +10,079 +18%