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iShares ESG Aware MSCI EM ETF

515 hedge funds and large institutions have $3.03B invested in iShares ESG Aware MSCI EM ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 181 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 44

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 181

3% more funds holding

Funds holding: 500515 (+15)

0.19% more ownership

Funds ownership: 70.19%70.38% (+0.19%)

8% less capital invested

Capital invested by funds: $3.31B → $3.03B (-$280M)

Holders
515
Holders Change
+15
Holders Change %
+3%
% of All Funds
6.78%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
67
Increased
203
Reduced
181
Closed
44
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
$523M -$66.7M -1,891,854 -11%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$207M +$1.28M +36,306 +0.6%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$192M +$2.12M +60,140 +1%
Morgan Stanley
4
Morgan Stanley
New York
$172M -$4.18M -118,433 -2%
Northern Trust
5
Northern Trust
Illinois
$144M +$41.6M +1,178,010 +38%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$115M +$1.11M +31,571 +0.9%
Betterment LLC
7
Betterment LLC
New York
$113M +$5.38M +152,352 +5%
Goldman Sachs
8
Goldman Sachs
New York
$85M +$1.22M +34,647 +1%
Wealthfront Advisers
9
Wealthfront Advisers
California
$84.6M -$11.3M -319,097 -11%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$73.4M +$10.4M +293,932 +15%
JP Morgan Chase
11
JP Morgan Chase
New York
$69.4M +$4.17M +118,301 +6%
Creative Planning
12
Creative Planning
Kansas
$61.2M +$2.12M +60,021 +3%
WL
13
WIT LLC
District of Columbia
$58.6M +$27.6M +783,095 +99,885%
Wells Fargo
14
Wells Fargo
California
$56M +$29.7M +842,196 +101%
UBS Group
15
UBS Group
Switzerland
$55.9M -$1.49M -42,358 -2%
Ameriprise
16
Ameriprise
Minnesota
$43.4M -$3.39M -95,955 -7%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.1M +$22.2K +630 +0%
AA
18
Acorns Advisers
California
$40M +$2.2M +62,366 +5%
EI
19
Ellevest Inc
New York
$37.6M -$22.2M -629,403 -36%
LPL Financial
20
LPL Financial
California
$37.3M +$3.87M +109,758 +11%
BlackRock
21
BlackRock
New York
$29M -$11.1M -315,712 -27%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$24.7M +$2.36M +66,775 +10%
US Bancorp
23
US Bancorp
Minnesota
$24.6M -$3.72M -105,483 -13%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$24.1M -$94.2K -2,671 -0.4%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$23.6M -$298K -8,447 -1%