ESGE icon

iShares ESG Aware MSCI EM ETF

494 hedge funds and large institutions have $2.75B invested in iShares ESG Aware MSCI EM ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 197 increasing their positions, 186 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
-15
Holders Change %
-2.95%
% of All Funds
7.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
36
Increased
197
Reduced
186
Closed
41
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
176
Cresset Asset Management
Illinois
$848K +$106K +3,304 +14%
BRWA
177
B. Riley Wealth Advisors
Florida
$843K +$195K +6,435 +30%
PA
178
Parallel Advisors
California
$841K -$27.5K -854 -3%
WC
179
Weil Company
California
$816K -$17.7K -550 -2%
Amundi
180
Amundi
France
$810K -$1.03M -32,864 -56%
GAM
181
Gould Asset Management
California
$809K -$16.8K -520 -2%
MCWS
182
McKinley Carter Wealth Services
West Virginia
$806K -$14.4K -448 -2%
FPAS
183
Focus Partners Advisor Solutions
Missouri
$804K -$95.3K -2,957 -11%
PCA
184
Prosperity Capital Advisors
Ohio
$772K -$14.7M -456,313 -95%
HGWM
185
Horst & Graben Wealth Management
Oregon
$765K -$7.67K -238 -1%
HWA
186
Hilltop Wealth Advisors
North Carolina
$762K -$21.7K -673 -3%
Truist Financial
187
Truist Financial
North Carolina
$754K -$353K -10,944 -32%
PWA
188
Physician Wealth Advisors
Utah
$750K -$130K -4,169 -15%
T
189
TNF
Montana
$747K -$191K -6,024 -20%
VCM
190
Vision Capital Management
Oregon
$744K -$13.6K -423 -2%
WLIM
191
White Lighthouse Investment Management
Massachusetts
$732K +$26.7K +828 +4%
Prudential Financial
192
Prudential Financial
New Jersey
$715K -$50.9K -1,578 -7%
GC
193
Garde Capital
Washington
$710K -$831K -25,782 -54%
GC
194
Grimes & Company
Massachusetts
$697K +$108K +3,360 +18%
G
195
GenTrust
Florida
$691K
Vontobel Holding
196
Vontobel Holding
Switzerland
$684K +$85.4K +2,649 +14%
CWM
197
Connecticut Wealth Management
Connecticut
$681K -$3.19M -99,082 -82%
Marshall Wace
198
Marshall Wace
United Kingdom
$681K +$681K +21,118 New
SHJ
199
Sharkey, Howes & Javer
Colorado
$680K +$25.2K +783 +4%
TC
200
Trilogy Capital
California
$652K +$59.4K +1,843 +10%