ESGE icon

iShares ESG Aware MSCI EM ETF

171 hedge funds and large institutions have $841M invested in iShares ESG Aware MSCI EM ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+27
Holders Change %
+18.75%
% of All Funds
3.38%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
37
Increased
88
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
151
Rowland Carmichael Advisors
Arizona
$12K
IFWM
152
Institute for Wealth Management
Colorado
$12K +$12K +342 New
CWM
153
Cranbrook Wealth Management
Michigan
$11K
LFG
154
LifePlan Financial Group
Ohio
$10K
TRCT
155
Tower Research Capital (TRC)
New York
$8K +$7.27K +210 +1,000%
AWA
156
Arkadios Wealth Advisors
Georgia
$6.66K +$6.66K +187 New
SF
157
Synovus Financial
Georgia
$6K +$3.1K +80 +107%
FWP
158
FAS Wealth Partners
Kansas
$6K +$6K +164 New
PWMG
159
Prestige Wealth Management Group
New Jersey
$5K
APC
160
Aspire Private Capital
North Carolina
$4K
NFG
161
Next Financial Group
Texas
$4K
TFS
162
TrustCore Financial Services
Tennessee
$4K
VNA
163
Valley National Advisers
Pennsylvania
$4K +$937 +26 +31%
BBA
164
Braun-Bostich & Associates
Pennsylvania
$4K +$4K +104 New
AF
165
Allworth Financial
California
$4K +$4K +114 New
EIP
166
Ellis Investment Partners
Pennsylvania
$3K +$63 +2 +2%
CGI
167
Cougar Global Investments
Ontario, Canada
$2K
VCP
168
Verus Capital Partners
Arizona
$2K +$2K +50 New
CFA
169
Carroll Financial Associates
North Carolina
$1K
SHWM
170
Silicon Hills Wealth Management
Texas
$18 +$18 +1 New
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
-$233K -7,162 Closed
Toronto Dominion Bank
172
Toronto Dominion Bank
Ontario, Canada
-$44K -1,349 Closed
FAAS
173
First Allied Advisory Services
California
-$36K -1,114 Closed
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
-$35K -1,089 Closed
EWM
175
Elmwood Wealth Management
California
-$18K -540 Closed