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iShares ESG Aware MSCI EM ETF

491 hedge funds and large institutions have $2.72B invested in iShares ESG Aware MSCI EM ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 170 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% less ownership

Funds ownership: 66.42%65.77% (-0.65%)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 501491 (-10)

9% less capital invested

Capital invested by funds: $2.97B → $2.72B (-$258M)

17% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 205

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

97% less call options, than puts

Call options by funds: $6K | Put options by funds: $206K

Holders
491
Holders Change
-10
Holders Change %
-2%
% of All Funds
7.79%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
36
Increased
170
Reduced
205
Closed
38
Calls
$6K
Puts
$206K
Net Calls
-$200K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$460M +$20M +631,940 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$185M -$58.8M -1,857,123 -23%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$175M +$2.05M +64,828 +1%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$146M +$153M +4,829,643 New
Morgan Stanley
5
Morgan Stanley
New York
$144M -$8.88M -280,502 -6%
Northern Trust
6
Northern Trust
Illinois
$91.3M -$1.48M -46,795 -2%
Betterment LLC
7
Betterment LLC
New York
$79.8M +$2.44M +77,074 +3%
Ameriprise
8
Ameriprise
Minnesota
$75.4M +$1.89M +59,682 +2%
Goldman Sachs
9
Goldman Sachs
New York
$71.9M -$62.4M -1,971,633 -45%
LPL Financial
10
LPL Financial
California
$66.3M +$3.48M +109,999 +5%
Wealthfront Advisers
11
Wealthfront Advisers
California
$61.2M +$3.28M +103,635 +5%
JP Morgan Chase
12
JP Morgan Chase
New York
$52.7M -$3.07M -96,983 -5%
Creative Planning
13
Creative Planning
Kansas
$51.2M +$1.86M +58,887 +4%
UBS Group
14
UBS Group
Switzerland
$46.6M -$29.7K -937 -0.1%
BlackRock
15
BlackRock
New York
$44.4M -$22.3M -704,459 -32%
EI
16
Ellevest Inc
New York
$43.9M +$1.49M +47,128 +3%
Wells Fargo
17
Wells Fargo
California
$35.6M -$5.69M -179,749 -13%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$28.9M +$30.2M +953,734 New
US Bancorp
19
US Bancorp
Minnesota
$27.4M +$3.2M +101,113 +13%
AA
20
Acorns Advisers
California
$27.4M +$1.72M +54,441 +6%
WL
21
WIT LLC
District of Columbia
$26.9M
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$23.1M +$248K +7,839 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$22.4M +$2.47M +78,105 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$21.7M -$40.2K -1,270 -0.2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$20.1M -$18.1M -571,224 -46%