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iShares ESG MSCI EM Leaders ETF
LDEM

Overview Fund Activity

40 hedge funds and large institutions have $36.4M invested in iShares ESG MSCI EM Leaders ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.1M
2
OAP
One Advisory Partners
Kansas
$390K
3
MFA
Mayflower Financial Advisors
Massachusetts
$321K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.87M
5
WP
WealthSource Partners
California
$1.42M

Top Sellers

1
Jane Street
Jane Street
New York
$3.46M
2
OMC
Old Mission Capital
Illinois
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.16M
4
FTUS
Flow Traders U.S.
New York
$332K
5
AWM
Aprio Wealth Management
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
T
26
TCWP
Ohio
$219K -$117K -2,739 -35%
WAL
27
W Advisors LLC
Tennessee
$205K -$64.5K -1,507 -24%
SWA
28
Stratos Wealth Advisors
Ohio
$202K -$50.6K -1,183 -20%
AA
29
Addison Advisors
Vermont
$182K +$3.21K +75 +2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$128K -$21.7K -507 -15%
UBS Group
31
UBS Group
Switzerland
$77.9K +$77.9K +1,821 New
EWA
32
EverSource Wealth Advisors
Alabama
$54.4K -$8.34K -195 -13%
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$48K – – –
FFA
34
Farther Finance Advisors
California
$42.8K +$40.6K +949 +1,861%
GIA
35
Goodwin Investment Advisory
Georgia
$36.2K -$18.5K -432 -34%
GRP
36
Global Retirement Partners
California
$25.8K +$9.48K +226 +58%
LFA
37
LGT Financial Advisors
Texas
$14.1K +$14.1K +329 New
Osaic Holdings
38
Osaic Holdings
Arizona
$12.1K -$128K -2,983 -91%
FSWA
39
Financial Synergies Wealth Advisors
Texas
$7.12K +$600 +14 +9%
KFS
40
Kelly Financial Services
Massachusetts
$2.87K +$2.87K +67 New
OMC
41
Old Mission Capital
Illinois
– -$2.25M -50,334 Closed
AWM
42
Aprio Wealth Management
Georgia
– -$723K -16,150 Closed
BBA
43
BLB&B Advisors
Pennsylvania
– -$284K -6,352 Closed
Morgan Stanley
44
Morgan Stanley
New York
– -$14.2K -318 Closed
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