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iShares ESG MSCI EM Leaders ETF

37 hedge funds and large institutions have $29.5M invested in iShares ESG MSCI EM Leaders ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-8
Holders Change %
-17.78%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
21
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.34M +$984K +21,623 +13%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.25M +$2.63M +57,700 +47%
OWA
3
One Wealth Advisors
California
$2.07M +$137K +3,001 +7%
WP
4
WealthSource Partners
California
$1.28M +$96K +2,109 +8%
Corient Private Wealth
5
Corient Private Wealth
Florida
$817K +$17.2K +377 +2%
KWM
6
Keebeck Wealth Management
Illinois
$807K +$66.2K +1,453 +9%
WWP
7
WR Wealth Planners
Missouri
$792K -$74.6K -1,638 -9%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$709K +$66.8K +1,468 +10%
MFG
9
Merit Financial Group
Georgia
$702K +$53.6K +1,178 +8%
AWM
10
Aprio Wealth Management
Georgia
$683K +$326K +7,162 +91%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$534K -$1.85M -40,740 -78%
Citadel Advisors
12
Citadel Advisors
Florida
$495K -$259K -5,694 -34%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$403K -$671K -14,743 -62%
IWC
14
Integrated Wealth Concepts
Massachusetts
$386K +$48.2K +1,057 +14%
T
15
TCWP
Ohio
$358K +$42.6K +935 +14%
MOS
16
MGO One Seven
Ohio
$358K +$358K +7,860 New
WA
17
Wealth Alliance
New York
$335K +$112K +2,453 +50%
MLA
18
My Legacy Advisors
Oregon
$302K +$69.6K +1,530 +30%
WAL
19
W Advisors LLC
Tennessee
$279K
Bank of America
20
Bank of America
North Carolina
$223K +$15K +330 +7%
ASN
21
Advisory Services Network
Georgia
$204K +$24.7K +542 +14%
CI Investments Inc
22
CI Investments Inc
Ontario, Canada
$193K -$18.2K -400 -9%
AA
23
Addison Advisors
Vermont
$166K +$26.9K +590 +19%
Osaic Holdings
24
Osaic Holdings
Arizona
$154K -$33.8K -742 -18%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$147K -$181K -3,995 -55%