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iShares ESG Aware MSCI EM ETF

109 hedge funds and large institutions have $266M invested in iShares ESG Aware MSCI EM ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 13 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 13

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

54% more capital invested

Capital invested by funds: $172M → $266M (+$93.9M)

13.65% more ownership

Funds ownership: 50.16%63.82% (+14%)

10% more funds holding

Funds holding: 99109 (+10)

Holders
109
Holders Change
+10
Holders Change %
+10.1%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
51
Reduced
13
Closed
17
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
$73.1M +$7.42M +235,870 +11%
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$57.5M +$58.9M +1,875,000 New
UBS Group
3
UBS Group
Switzerland
$20.2M +$4.07M +129,424 +24%
BlackRock
4
BlackRock
New York
$8.09M -$165K -5,264 -2%
PO
5
Private Ocean
California
$7.86M +$5.61M +178,395 +229%
Citadel Advisors
6
Citadel Advisors
Florida
$7.56M -$1.12M -35,474 -13%
RTS
7
Round Table Services
New Jersey
$7.51M +$4.58M +145,765 +147%
Betterment LLC
8
Betterment LLC
New York
$6.73M +$2.1M +66,841 +44%
Morgan Stanley
9
Morgan Stanley
New York
$5.99M +$59.6K +1,895 +1%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.58M +$110K +3,486 +2%
Goldman Sachs
11
Goldman Sachs
New York
$5.48M +$3.94M +125,217 +235%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$5.25M +$548K +17,425 +11%
Ameriprise
13
Ameriprise
Minnesota
$4.6M +$1.05M +33,371 +29%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.47M +$4M +127,223 +691%
Jane Street
15
Jane Street
New York
$4.14M +$3.5M +111,355 +468%
Creative Planning
16
Creative Planning
Kansas
$3.31M +$3.39M +107,841 New
EI
17
Ellevest Inc
New York
$3.17M +$3.24M +103,194 New
Wells Fargo
18
Wells Fargo
California
$2.98M +$2.4M +76,345 +367%
CWM
19
Connecticut Wealth Management
Connecticut
$2.35M +$1.43M +45,539 +147%
LGWM
20
Litman Gregory Wealth Management
California
$2.02M +$143K +4,548 +7%
BWP
21
BSW Wealth Partners
Colorado
$1.97M +$2.02M +64,324 New
MWM
22
Mission Wealth Management
California
$1.73M +$630K +20,045 +55%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$1.63M +$1.67M +53,121 New
LPL Financial
24
LPL Financial
California
$1.55M +$194K +6,167 +14%
TF
25
Tompkins Financial
New York
$1.26M +$62.3K +1,981 +5%