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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
RCG
201
Regatta Capital Group
California
$737K -$6.67K -189 -0.8%
VHAM
202
Van Hulzen Asset Management
California
$730K -$61.6K -1,746 -7%
RF
203
RHS Financial
California
$728K +$156K +4,408 +25%
G
204
GenTrust
Florida
$716K
BDFN
205
Bond & Devick Financial Network
Minnesota
$707K
HWM
206
HB Wealth Management
Georgia
$694K +$14.4K +407 +2%
HWA
207
Hilltop Wealth Advisors
North Carolina
$692K -$81.6K -2,313 -10%
PCA
208
Prosperity Capital Advisors
Ohio
$678K -$9.63K -273 -1%
OFP
209
OLIO Financial Planning
Virginia
$670K +$83.6K +2,370 +13%
Wealth Enhancement Advisory Services
210
Wealth Enhancement Advisory Services
Minnesota
$663K +$86.4K +2,449 +14%
JPG
211
Jordan Park Group
California
$655K -$7.27K -206 -1%
PIA
212
Perennial Investment Advisors
California
$645K +$64.1K +1,818 +10%
Tudor Investment Corp
213
Tudor Investment Corp
Connecticut
$635K +$671K +19,013 New
CCA
214
Cobblestone Capital Advisors
New York
$631K +$219K +6,211 +49%
WLIM
215
White Lighthouse Investment Management
Massachusetts
$624K -$59.8K -1,695 -8%
BRWA
216
B. Riley Wealth Advisors
Florida
$623K -$191K -5,417 -23%
WS
217
Wedbush Securities
California
$623K -$2.08K -59 -0.3%
CAM
218
Cresset Asset Management
Illinois
$622K -$117K -3,303 -15%
Vontobel Holding
219
Vontobel Holding
Switzerland
$617K +$3.39K +96 +0.5%
PWMG
220
Private Wealth Management Group
New Jersey
$615K +$17K +481 +3%
UFA
221
US Financial Advisors
Massachusetts
$608K +$9.46K +268 +1%
CFGS
222
Concourse Financial Group Securities
Alabama
$606K +$565 +16 +0.1%
DAS
223
Diversify Advisory Services
Utah
$603K -$125K -3,536 -16%
CB
224
Commerce Bank
Missouri
$600K -$42.2K -1,195 -6%
SFP
225
Shepherd Financial Partners
Massachusetts
$597K +$5.68K +161 +0.9%