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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
TFCP
151
Twin Focus Capital Partners
Massachusetts
$1.24M -$231K -6,541 -15%
KF
152
Krilogy Financial
Missouri
$1.22M +$416K +11,800 +48%
HGWM
153
Horst & Graben Wealth Management
Oregon
$1.2M +$71.1K +2,014 +6%
MW
154
Maia Wealth
Colorado
$1.2M +$81.3K +2,303 +7%
HTC
155
Haverford Trust Company
Pennsylvania
$1.19M +$96.1K +2,725 +8%
BCI
156
Brinker Capital Investments
Pennsylvania
$1.18M +$50.8K +1,440 +4%
OPS
157
Orion Portfolio Solutions
Nebraska
$1.18M +$50.8K +1,440 +4%
IFWM
158
Institute for Wealth Management
Colorado
$1.17M +$113K +3,204 +10%
WA
159
Wealth Architects
California
$1.16M -$50.4K -1,429 -4%
HHGA
160
Halbert Hargrove Global Advisors
California
$1.15M +$18.9K +535 +2%
EH
161
Equitable Holdings
New York
$1.12M -$128K -3,619 -10%
Amundi
162
Amundi
France
$1.11M
IWM
163
Integris Wealth Management
California
$1.09M -$54.5K -1,544 -5%
WB
164
WesBanco Bank
West Virginia
$1.08M +$27.9K +790 +3%
SOWAS
165
Silver Oak Wealth Advisors Services
California
$1.07M +$1.13M +32,086 New
Truist Financial
166
Truist Financial
North Carolina
$1.06M +$466K +13,211 +71%
KAS
167
Kestra Advisory Services
Texas
$1.04M -$246K -6,982 -18%
GC
168
Grimes & Company
Massachusetts
$1.04M +$7.09K +201 +0.6%
CW
169
CreativeOne Wealth
Kansas
$1.04M +$24.2K +687 +2%
BCM
170
Brookstone Capital Management
Illinois
$1.03M -$7.3K -207 -0.7%
SHJ
171
Sharkey, Howes & Javer
Colorado
$1.03M +$25K +709 +2%
PSA
172
Plum Street Advisors
Louisiana
$1.03M +$75.3K +2,134 +7%
CNBT
173
Canandaigua National Bank & Trust
New York
$1.01M -$34K -965 -3%
OWM
174
Opes Wealth Management
California
$1M -$18.9K -535 -2%
SCA
175
STALEY CAPITAL ADVISERS
Pennsylvania
$1M