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iShares ESG MSCI EM Leaders ETF
LDEM

Overview Fund Activity

40 hedge funds and large institutions have $34.2M invested in iShares ESG MSCI EM Leaders ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-8
Holders Change %
-16.67%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
14
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$3.65M
2
OMC
Old Mission Capital
Illinois
+$975K
3
KWM
Keebeck Wealth Management
Illinois
+$656K
4
BDF
Balasa Dinverno & Foltz
+$528K
5
ASN
Advisory Services Network
Georgia
+$264K

Top Sellers

1
5L
55I LLC
Massachusetts
-$2.23M
2
FTUS
Flow Traders U.S.
New York
-$2.12M
3
AWA
Aaron Wealth Advisors
Illinois
-$2.06M
4
RSWM
Robertson Stephens Wealth Management
California
-$959K
5
WP
WealthSource Partners
California
-$728K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Belpointe Asset Management
Nevada
$145K -$47 -1 -0%
AA
27
Addison Advisors
Vermont
$139K +$139K +2,935 New
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$70K -$21.4K -450 -23%
GIA
29
Goodwin Investment Advisory
Georgia
$59.7K -$58.2K -1,227 -49%
COCM
30
Charter Oak Capital Management
New Hampshire
$51K – – –
CA
31
Clearstead Advisors
Ohio
$45K -$335 -7 -0.7%
EWA
32
EverSource Wealth Advisors
Alabama
$33K -$94.9K -1,984 -74%
UBS Group
33
UBS Group
Switzerland
$23K +$6.33K +133 +38%
Wells Fargo
34
Wells Fargo
California
$10K +$10K +219 New
PCM
35
Penserra Capital Management
California
$6K -$26K -615 -81%
TRCT
36
Tower Research Capital (TRC)
New York
$6K +$2.71K +61 +82%
FSWA
37
Financial Synergies Wealth Advisors
Texas
$4.3K +$4.3K +91 New
SWM
38
Spire Wealth Management
Virginia
$4K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$2.76K -$1.26K -26,000 -31%
AWA
40
Aaron Wealth Advisors
Illinois
– -$2.06M -110,723 Closed
CIAS
41
CFS Investment Advisory Services
New Jersey
– -$1K -27,748 Closed
RSWM
42
Robertson Stephens Wealth Management
California
– -$959K -17,822 Closed
AssetMark Inc
43
AssetMark Inc
California
– -$690K -12,802 Closed
CWS
44
Cypress Wealth Services
California
– -$444K -8,232 Closed
MWM
45
Mission Wealth Management
California
– -$404K -7,505 Closed
D
46
Dentgroup
Louisiana
– -$375K -6,962 Closed
IWC
47
Integrated Wealth Concepts
Massachusetts
– -$279K -5,177 Closed
OAP
48
One Advisory Partners
Kansas
– -$225K -4,169 Closed
NYLIM
49
New York Life Investment Management
New York
– -$229K -4,156 Closed
Creative Planning
50
Creative Planning
Kansas
– -$203K -3,764 Closed
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