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iShares ESG Aware MSCI EM ETF

74 hedge funds and large institutions have $176M invested in iShares ESG Aware MSCI EM ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

209% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 11

21% more funds holding

Funds holding: 6174 (+13)

12% more capital invested

Capital invested by funds: $158M → $176M (+$18.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

52.86% less ownership

Funds ownership: 107.03%54.17% (-53%)

Holders
74
Holders Change
+13
Holders Change %
+21.31%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
34
Reduced
11
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
$59.8M +$15.4M +427,879 +32%
UBS Group
2
UBS Group
Switzerland
$43.6M +$6.9M +191,146 +17%
RTS
3
Round Table Services
New Jersey
$16.5M +$4.92M +136,402 +39%
BlackRock
4
BlackRock
New York
$7.92M +$607K +16,832 +8%
Morgan Stanley
5
Morgan Stanley
New York
$6.31M +$855K +23,708 +14%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.76M +$210K +5,824 +4%
Jane Street
7
Jane Street
New York
$5.21M -$5.78M -160,313 -51%
LGWM
8
Litman Gregory Wealth Management
California
$4.51M +$1.18M +32,635 +52%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$3.96M +$3.28M +90,798 +338%
Ameriprise
10
Ameriprise
Minnesota
$2.84M +$2.71M +75,116 +800%
PO
11
Private Ocean
California
$1.99M +$1.22M +33,744 +134%
LPL Financial
12
LPL Financial
California
$1.68M -$701K -19,439 -28%
Citadel Advisors
13
Citadel Advisors
Florida
$1.36M +$385K +10,662 +36%
TF
14
Tompkins Financial
New York
$1.21M +$28.3K +785 +2%
Goldman Sachs
15
Goldman Sachs
New York
$1.14M -$1.51K -42 -0.1%
MM
16
Main Management
California
$828K +$888K +24,615 New
CWM
17
Connecticut Wealth Management
Connecticut
$771K +$406K +11,240 +94%
RWM
18
Ritholtz Wealth Management
New York
$648K +$83.7K +2,321 +14%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$647K +$347K +9,611 +100%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$626K +$130K +3,612 +24%
BAAM
21
Baker Avenue Asset Management
California
$595K +$7.04K +195 +1%
MWM
22
Mission Wealth Management
California
$571K +$365K +10,114 +148%
Wells Fargo
23
Wells Fargo
California
$564K +$569K +15,781 +1,578%
DFIG
24
Dragon Financial & Investment Group
California
$516K +$553K +15,335 New
FLPIM
25
F.L. Putnam Investment Management
Massachusetts
$415K +$63.1K +1,750 +17%