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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 %
TPWA
151
TRUE Private Wealth Advisors
Oregon
$2.42M -$28.8K -827 -1%
TA
152
Tiedemann Advisors
New York
$2.41M +$1.22M +33,271 +103%
WF
153
Williams Financial
Vermont
$2.33M +$157K +4,263 +7%
MIAN
154
Mariner Independent Advisor Network
Kansas
$2.31M +$153K +4,150 +7%
JPMPWA
155
J.P. Morgan Private Wealth Advisors
California
$2.31M +$1.05M +28,456 +83%
GRP
156
Global Retirement Partners
California
$2.27M +$2.27M +69,175 New
MIS
157
Morningstar Investment Services
Illinois
$2.26M +$1.17M +31,304 +108%
DAS
158
Dynamic Advisor Solutions
Arizona
$2.23M -$46.6K -1,270 -2%
Schroder Investment Management Group
159
Schroder Investment Management Group
United Kingdom
$2.22M +$2.22M +59,553 New
RSWM
160
Robertson Stephens Wealth Management
California
$2.22M +$433K +11,796 +24%
OWM
161
Orgel Wealth Management
Wisconsin
$2.21M +$173K +4,703 +8%
SWM
162
SigFig Wealth Management
California
$2.14M +$667K +21,672 +45%
BCI
163
Brinker Capital Investments
Pennsylvania
$2.14M +$192K +5,218 +10%
TWM
164
Tradition Wealth Management
Minnesota
$2.13M +$473K +12,863 +28%
MHR
165
Matthew Hamilton Rosenberg
$2.11M +$169K +4,612 +9%
PWM
166
Perigon Wealth Management
California
$2.09M +$1.22M +33,334 +141%
TF
167
Trek Financial
Arizona
$2.09M +$107K +2,909 +5%
IA
168
IFP Advisors
Florida
$2.08M +$1.51M +40,655 +265%
Mariner
169
Mariner
Kansas
$2.08M +$1M +27,296 +93%
PWMG
170
Provence Wealth Management Group
California
$2.03M +$681K +18,552 +51%
PG
171
Prostatis Group
Maryland
$1.96M +$1.96M +53,338 New
SC
172
Savant Capital
Illinois
$1.92M +$84.1K +2,290 +5%
Cerity Partners
173
Cerity Partners
New York
$1.91M +$321K +8,725 +20%
LWP
174
Laurel Wealth Planning
Minnesota
$1.9M +$541K +14,731 +40%
KeyBank National Association
175
KeyBank National Association
Ohio
$1.9M +$74.5K +2,028 +4%