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iShares ESG MSCI EM Leaders ETF

45 hedge funds and large institutions have $42.3M invested in iShares ESG MSCI EM Leaders ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+8
Holders Change %
+21.62%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
11
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
26
Wealth Alliance
New York
$209K -$760K -17,834 -78%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$198K -$27.7K -650 -12%
Bank of America
28
Bank of America
North Carolina
$194K -$82.6K -1,937 -30%
UBS Group
29
UBS Group
Switzerland
$185K +$39.2K +919 +27%
Osaic Holdings
30
Osaic Holdings
Arizona
$176K -$56.3K -1,320 -24%
ASN
31
Advisory Services Network
Georgia
$168K +$168K +3,940 New
AA
32
Addison Advisors
Vermont
$130K -$2.13K -50 -2%
BAM
33
Belpointe Asset Management
Nevada
$127K +$2.64K +62 +2%
FCA
34
Fortis Capital Advisors
Kansas
$109K +$109K +2,550 New
GIA
35
Goodwin Investment Advisory
Georgia
$83.9K -$108K -2,525 -56%
LFA
36
LGT Financial Advisors
Texas
$70.6K +$70.6K +1,655 New
EWA
37
EverSource Wealth Advisors
Alabama
$62.5K -$22.3K -524 -26%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$50.4K -$13.5K -311 -21%
Morgan Stanley
39
Morgan Stanley
New York
$13.6K +$13.6K +318 New
GRP
40
Global Retirement Partners
California
$10.4K +$4.14K +97 +66%
TRCT
41
Tower Research Capital (TRC)
New York
$9K -$1.4K -31 -13%
FSWA
42
Financial Synergies Wealth Advisors
Texas
$5.73K +$1.24K +29 +28%
PCM
43
Penserra Capital Management
California
$2K -$4.2K -126 -68%
FFA
44
Farther Finance Advisors
California
$1.54K +$1.54K +36 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$298 +$298 +7 New
CIAS
46
CFS Investment Advisory Services
New Jersey
-$1K -25,713 Closed
Wells Fargo
47
Wells Fargo
California
-$9K -219 Closed