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iShares ESG Aware MSCI EM ETF

492 hedge funds and large institutions have $2.92B invested in iShares ESG Aware MSCI EM ETF in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 207 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
7.16%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
207
Reduced
165
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UFA
201
US Financial Advisors
Massachusetts
$658K -$5.97K -178 -0.9%
MWM
202
Mascoma Wealth Management
New Hampshire
$654K +$35.2K +1,050 +6%
CB
203
Commerce Bank
Missouri
$642K +$5.03K +150 +0.8%
BDFN
204
Bond & Devick Financial Network
Minnesota
$640K
SFP
205
Shepherd Financial Partners
Massachusetts
$638K -$6.37K -190 -1%
Citadel Advisors
206
Citadel Advisors
Florida
$632K -$13.3M -396,905 -95%
WS
207
Wedbush Securities
California
$623K +$38.7K +1,156 +7%
RJT
208
Raymond James Trust
Florida
$620K
SWA
209
Sax Wealth Advisors
New Jersey
$618K +$618K +18,418 New
Wealth Enhancement Advisory Services
210
Wealth Enhancement Advisory Services
Minnesota
$617K +$9.39K +280 +2%
EFN
211
Equita Financial Network
Pennsylvania
$616K +$128K +3,829 +26%
PI
212
PFG Investments
New York
$612K +$38K +1,134 +7%
RF
213
RHS Financial
California
$612K +$88K +2,623 +17%
MWP
214
Meridian Wealth Partners
Pennsylvania
$609K +$42.4K +1,265 +7%
CFGS
215
Concourse Financial Group Securities
Alabama
$602K +$86.9K +2,593 +17%
CTC
216
Central Trust Company
Missouri
$598K -$11.6K -347 -2%
Franklin Resources
217
Franklin Resources
California
$592K -$530K -15,819 -47%
MBT
218
Montecito Bank & Trust
California
$583K
HWM
219
HB Wealth Management
Georgia
$582K +$94.7K +2,825 +19%
Vontobel Holding
220
Vontobel Holding
Switzerland
$578K -$134K -3,994 -19%
OFP
221
OLIO Financial Planning
Virginia
$567K
PIA
222
Perennial Investment Advisors
California
$564K +$111K +3,301 +24%
PL
223
Plancorp LLC
Missouri
$560K -$13.2K -394 -2%
PWMG
224
Private Wealth Management Group
New Jersey
$556K +$22K +655 +4%
PA
225
Parkside Advisors
California
$553K +$43.7K +1,302 +9%