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iShares ESG Aware MSCI EM ETF

129 hedge funds and large institutions have $606M invested in iShares ESG Aware MSCI EM ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

253% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 15

128% more capital invested

Capital invested by funds: $266M → $606M (+$340M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38.34% more ownership

Funds ownership: 63.82%102.15% (+38%)

18% more funds holding

Funds holding: 109129 (+20)

Holders
129
Holders Change
+20
Holders Change %
+18.35%
% of All Funds
2.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
29
Increased
53
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$241M +$177M +5,309,610 +30,391%
Bank of America
2
Bank of America
North Carolina
$112M +$30.1M +904,651 +38%
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$63.8M
UBS Group
4
UBS Group
Switzerland
$23.1M +$647K +19,452 +3%
PCA
5
Personal Capital Advisors
California
$21.1M +$20.6M +618,110 New
Betterment LLC
6
Betterment LLC
New York
$10.2M +$2.67M +80,236 +37%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.94M +$4.86M +146,149 +100%
BlackRock
8
BlackRock
New York
$9.84M +$832K +25,019 +9%
Morgan Stanley
9
Morgan Stanley
New York
$8.99M +$2.29M +68,804 +35%
RTS
10
Round Table Services
New Jersey
$8.58M +$234K +7,024 +3%
Ameriprise
11
Ameriprise
Minnesota
$8.38M +$3.19M +96,007 +64%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$6.93M +$1.08M +32,419 +19%
Creative Planning
13
Creative Planning
Kansas
$6.28M +$2.55M +76,507 +71%
Wells Fargo
14
Wells Fargo
California
$6.14M +$2.76M +83,034 +85%
NA
15
Nottingham Advisors
New York
$5.95M +$5.43M +163,316 +1,445%
PO
16
Private Ocean
California
$5.46M -$3.19M -95,945 -37%
EI
17
Ellevest Inc
New York
$4.91M +$3.92M +117,868 +114%
OFG
18
Oxford Financial Group
Indiana
$3.71M +$2.62M +78,749 +262%
CWM
19
Connecticut Wealth Management
Connecticut
$2.67M +$65.6K +1,971 +3%
Goldman Sachs
20
Goldman Sachs
New York
$2.36M -$3.63M -109,191 -61%
MWM
21
Mission Wealth Management
California
$2.32M +$395K +11,883 +21%
LGWM
22
Litman Gregory Wealth Management
California
$2.12M -$118K -3,545 -5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.09M -$4.01M -120,631 -66%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.88M +$801K +24,091 +77%
RC
25
RegentAtlantic Capital
New Jersey
$1.86M +$1.03M +31,041 +131%