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iShares ESG Aware MSCI EM ETF

171 hedge funds and large institutions have $841M invested in iShares ESG Aware MSCI EM ETF in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 16

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

19% more capital invested

Capital invested by funds: $704M → $841M (+$137M)

19% more funds holding

Funds holding: 144171 (+27)

1.69% less ownership

Funds ownership: 93.16%91.47% (-1.7%)

Holders
171
Holders Change
+27
Holders Change %
+18.75%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
37
Increased
88
Reduced
16
Closed
8
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
Bank of America
2
Bank of America
North Carolina
$129M +$9.41M +274,527 +8%
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$62.1M
PP
4
Prudential plc
United Kingdom
$53.8M +$194K +5,669 +0.4%
PCA
5
Personal Capital Advisors
California
$43M +$7.38M +215,380 +22%
UBS Group
6
UBS Group
Switzerland
$24M -$254K -7,412 -1%
BlackRock
7
BlackRock
New York
$18.9M +$2.39M +69,617 +15%
Betterment LLC
8
Betterment LLC
New York
$17M +$4.02M +117,374 +33%
Wells Fargo
9
Wells Fargo
California
$16.3M +$5.28M +153,967 +51%
Morgan Stanley
10
Morgan Stanley
New York
$16M +$2.46M +71,630 +19%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$13.4M +$5.64M +164,441 +79%
Goldman Sachs
12
Goldman Sachs
New York
$13.4M +$1.87M +54,502 +17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12M +$10.2M +298,921 +844%
Ameriprise
14
Ameriprise
Minnesota
$11.1M +$862K +25,159 +9%
Creative Planning
15
Creative Planning
Kansas
$10.7M +$1.44M +41,992 +16%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$10.1M +$846K +24,688 +10%
JP Morgan Chase
17
JP Morgan Chase
New York
$9.61M +$5.87M +171,238 +178%
EI
18
Ellevest Inc
New York
$9.52M +$2.04M +59,519 +29%
RTS
19
Round Table Services
New Jersey
$9.28M +$332K +9,685 +4%
PO
20
Private Ocean
California
$8.07M +$713K +20,810 +10%
RC
21
RegentAtlantic Capital
New Jersey
$7.07M +$1.26M +36,658 +23%
NA
22
Nottingham Advisors
New York
$6.19M +$46.3K +1,351 +0.8%
PFG
23
PAX Financial Group
Texas
$5.22M +$5.04M +147,126 New
OFG
24
Oxford Financial Group
Indiana
$5.19M +$16.1K +470 +0.3%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$4.2M +$465K +13,578 +13%