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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
P
126
Pitcairn
Pennsylvania
$1.57M
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$1.56M -$51.7K -1,465 -3%
HPFG
128
Hart & Patterson Financial Group
Massachusetts
$1.55M -$7.55K -214 -0.5%
EWA
129
EP Wealth Advisors
California
$1.54M -$1.02M -28,988 -39%
MGIA
130
Moneta Group Investment Advisors
Missouri
$1.54M -$27.1K -767 -2%
WCM Investment Management
131
WCM Investment Management
California
$1.51M
JFA
132
JNBA Financial Advisors
Minnesota
$1.47M +$28.5K +807 +2%
AWA
133
Alaska Wealth Advisors
Alaska
$1.46M +$5.01K +142 +0.3%
CWM
134
Cabot Wealth Management
Massachusetts
$1.46M -$2.15K -61 -0.1%
3AM
135
3EDGE Asset Management
Florida
$1.44M -$1.74M -49,350 -53%
JFG
136
JMG Financial Group
Illinois
$1.42M -$14.1K -401 -0.9%
SAG
137
SageView Advisory Group
California
$1.41M +$14.9K +423 +1%
BEC
138
Blue Edge Capital
Virginia
$1.37M -$42.3K -1,198 -3%
ADL
139
Asset Dedication LLC
California
$1.36M -$392K -11,120 -21%
ITB
140
Idaho Trust Bank
Idaho
$1.32M +$109K +3,102 +8%
OFG
141
Omega Financial Group
California
$1.31M +$24.6K +697 +2%
IWC
142
Integrated Wealth Concepts
Massachusetts
$1.31M -$797K -22,595 -37%
HWA
143
Heritage Wealth Advisors
Virginia
$1.29M -$7.87K -223 -0.6%
NCM
144
Neumann Capital Management
California
$1.28M -$38.8K -1,100 -3%
CFG
145
Citizens Financial Group
Rhode Island
$1.26M -$91.4K -2,590 -6%
AWM
146
Axxcess Wealth Management
California
$1.26M +$387K +10,961 +41%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$1.26M -$152K -4,296 -10%
GWS
148
Greykasell Wealth Strategies
California
$1.25M +$1.33M +37,570 New
XPN
149
XY Planning Network
Montana
$1.25M +$1.32M +37,464 New
WP
150
WealthShield Partners
North Carolina
$1.24M -$314K -8,910 -19%