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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 %
HPFG
151
Hart & Patterson Financial Group
Massachusetts
$1.2M +$1.2M +37,553 New
OFG
152
Omega Financial Group
California
$1.2M -$41.4K -1,292 -3%
DJSG
153
D.J. St. Germain
Massachusetts
$1.19M +$57.2K +1,785 +5%
BEC
154
Blue Edge Capital
Virginia
$1.19M +$199K +6,199 +20%
Squarepoint
155
Squarepoint
New York
$1.18M -$580K -18,089 -33%
ITB
156
Idaho Trust Bank
Idaho
$1.17M -$414K -12,908 -26%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$1.14M -$125K -3,903 -10%
BCM
158
Becker Capital Management
Oregon
$1.12M
OWM
159
Orgel Wealth Management
Wisconsin
$1.11M
Truist Financial
160
Truist Financial
North Carolina
$1.1M -$256 -8 -0%
MFA
161
Morling Financial Advisors
California
$1.09M -$6.06K -189 -0.6%
OWM
162
Opes Wealth Management
California
$1.09M +$39.3K +1,225 +4%
WA
163
Wealth Architects
California
$1.07M -$5.58K -174 -0.5%
IWM
164
Integris Wealth Management
California
$1.07M -$164K -5,115 -13%
OCM
165
Objective Capital Management
Ohio
$1.06M -$126K -3,926 -11%
ARIS
166
Advanced Research Investment Solutions
California
$1.05M -$69.8K -2,176 -6%
RW
167
REDW Wealth
New Mexico
$1.05M +$32.1K +1,001 +3%
HHGA
168
Halbert Hargrove Global Advisors
California
$1.04M +$109K +3,389 +12%
BBHC
169
Brown Brothers Harriman & Co
New York
$1.03M
BCI
170
Brinker Capital Investments
Pennsylvania
$1.02M -$1.15M -36,462 -53%
OPS
171
Orion Portfolio Solutions
Nebraska
$1.02M -$1.15M -36,462 -53%
RCG
172
Regatta Capital Group
California
$1.02M -$48.3K -1,507 -5%
MMA
173
Miracle Mile Advisors
California
$1.02M -$150K -4,679 -13%
BCM
174
Brookstone Capital Management
Illinois
$994K +$3.5K +109 +0.4%
SDWMA
175
Schneider Downs Wealth Management Advisors
Pennsylvania
$989K +$6.44K +201 +0.7%