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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 %
HGWM
201
Horst & Graben Wealth Management
Oregon
$768K +$80.9K +2,523 +12%
Prudential Financial
202
Prudential Financial
New Jersey
$762K -$2.59M -80,774 -77%
RJT
203
Raymond James Trust
Florida
$758K +$175K +5,446 +30%
VCM
204
Vision Capital Management
Oregon
$754K -$17.9K -557 -2%
CAM
205
Cresset Asset Management
Illinois
$737K +$737K +23,001 New
WLIM
206
White Lighthouse Investment Management
Massachusetts
$701K -$102K -3,196 -13%
FFN
207
Focus Financial Network
Minnesota
$699K -$96.1K -2,996 -12%
MBT
208
Montecito Bank & Trust
California
$698K -$50.4K -1,571 -7%
EW
209
Evoke Wealth
California
$688K -$2.57K -80 -0.4%
G
210
GenTrust
Florida
$687K
BRWA
211
B. Riley Wealth Advisors
Florida
$687K -$206K -6,435 -23%
SHJ
212
Sharkey, Howes & Javer
Colorado
$652K -$107K -3,343 -14%
WAL
213
W Advisors LLC
Tennessee
$638K -$25.7K -802 -4%
Natixis Advisors
214
Natixis Advisors
Massachusetts
$634K +$31.9K +996 +5%
CB
215
Commerce Bank
Missouri
$621K +$4.97K +155 +0.8%
RFA
216
RTD Financial Advisors
Pennsylvania
$609K +$19.8K +617 +3%
OBWG
217
Onyx Bridge Wealth Group
New York
$607K +$607K +18,938 New
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$607K +$141K +4,401 +30%
RF
219
RHS Financial
California
$605K -$173K -5,407 -22%
UFA
220
US Financial Advisors
Massachusetts
$599K +$47.3K +1,476 +9%
Vontobel Holding
221
Vontobel Holding
Switzerland
$595K +$172K +5,380 +41%
TC
222
Trilogy Capital
California
$590K +$20.2K +629 +4%
WS
223
Wedbush Securities
California
$588K +$609 +19 +0.1%
GC
224
Grimes & Company
Massachusetts
$586K +$586K +18,275 New
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$576K