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iShares ESG Aware MSCI EM ETF

44 hedge funds and large institutions have $90.3M invested in iShares ESG Aware MSCI EM ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

900% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 2

95% more capital invested

Capital invested by funds: $46.4M → $90.3M (+$43.9M)

71.79% more ownership

Funds ownership: 89.03%160.82% (+72%)

47% more funds holding

Funds holding: 3044 (+14)

Holders
44
Holders Change
+14
Holders Change %
+46.67%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
20
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$37.5M +$32.1M +890,482 +715%
UBS Group
2
UBS Group
Switzerland
$23M +$3.33M +92,512 +17%
RTS
3
Round Table Services
New Jersey
$9.69M +$9.45M +262,382 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.38M +$66.1K +1,836 +1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.61M +$3.52M +97,780 New
Morgan Stanley
6
Morgan Stanley
New York
$2.1M +$1.07M +29,728 +110%
LPL Financial
7
LPL Financial
California
$1.63M +$707K +19,632 +81%
PO
8
Private Ocean
California
$902K +$853K +23,688 +3,210%
BAAM
9
Baker Avenue Asset Management
California
$637K +$16.9K +468 +3%
RWM
10
Ritholtz Wealth Management
New York
$614K +$200K +5,560 +50%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$458K +$193K +5,366 +76%
Jane Street
12
Jane Street
New York
$366K -$5.34M -148,274 -94%
JP Morgan Chase
13
JP Morgan Chase
New York
$356K +$347K +9,634 New
HDIM
14
Hanson & Doremus Investment Management
Vermont
$330K +$100K +2,780 +45%
GAM
15
Gould Asset Management
California
$312K +$304K +8,440 New
CWM
16
Connecticut Wealth Management
Connecticut
$304K +$285K +7,914 New
FLPIM
17
F.L. Putnam Investment Management
Massachusetts
$291K +$284K +7,888 New
BCI
18
Brinker Capital Investments
Pennsylvania
$223K
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$207K +$202K +5,610 New
CG
20
Caprock Group
Idaho
$202K +$188K +5,220 New
TCOV
21
Trust Company of Vermont
Vermont
$199K +$49.9K +1,386 +35%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$168K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$137K +$132K +3,666 +9,647%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$89K
IA
25
IFP Advisors
Florida
$86K +$2.38K +66 +3%