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iShares ESG Aware MSCI EM ETF

509 hedge funds and large institutions have $2.8B invested in iShares ESG Aware MSCI EM ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 192 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
7.46%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
74
Increased
182
Reduced
192
Closed
49
Calls
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
126
Atria Wealth Solutions
New York
$1.55M -$996K -31,057 -39%
OWA
127
One Wealth Advisors
California
$1.54M -$1.18M -36,912 -43%
HCM
128
Howland Capital Management
Massachusetts
$1.54M -$78K -2,433 -5%
GC
129
Garde Capital
Washington
$1.53M -$506K -15,785 -25%
BRIA
130
Balanced Rock Investment Advisors
Massachusetts
$1.53M +$1.53M +47,676 New
WCM Investment Management
131
WCM Investment Management
California
$1.5M -$491K -15,313 -25%
BMC
132
Bear Mountain Capital
Washington
$1.49M +$1.49M +48,823 New
P
133
Pitcairn
Pennsylvania
$1.46M -$217K -6,757 -13%
WFAG
134
Wescott Financial Advisory Group
Pennsylvania
$1.43M +$37.5K +1,169 +3%
AssetMark Inc
135
AssetMark Inc
California
$1.42M +$294K +9,169 +26%
WP
136
WealthShield Partners
North Carolina
$1.4M -$774K -24,155 -36%
FGAM
137
Financial Gravity Asset Management
Texas
$1.39M +$16K +334 +1%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$1.38M +$166K +5,165 +14%
AllianceBernstein
139
AllianceBernstein
Tennessee
$1.37M +$544K +16,965 +66%
MA
140
Mutual Advisors
Nebraska
$1.34M +$302K +9,410 +29%
CFG
141
Citizens Financial Group
Rhode Island
$1.33M -$1.62M -50,438 -55%
ACA
142
Affinity Capital Advisors
California
$1.32M -$1.43M -44,599 -52%
WF
143
Williams Financial
Vermont
$1.28M +$34.2K +1,067 +3%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$1.28M +$924K +28,819 +257%
NCM
145
Neumann Capital Management
California
$1.23M +$51.3K +1,600 +4%
Focus Partners Wealth
146
Focus Partners Wealth
Massachusetts
$1.22M +$1.22M +38,109 New
HWA
147
Heritage Wealth Advisors
Virginia
$1.22M +$143K +4,457 +13%
AWA
148
Alaska Wealth Advisors
Alaska
$1.22M +$94.2K +2,939 +8%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$1.22M +$252K +7,858 +26%
AF
150
Affiance Financial
Minnesota
$1.2M +$23.6K +735 +2%