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iShares ESG MSCI EM Leaders ETF
LDEM

Overview Fund Activity

39 hedge funds and large institutions have $44.7M invested in iShares ESG MSCI EM Leaders ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$6.71M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.1M
3
OMC
Old Mission Capital
Illinois
$2.25M
4
FTUS
Flow Traders U.S.
New York
$1.98M
5
KWM
Keebeck Wealth Management
Illinois
$1.14M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
MOS
MGO One Seven
Ohio
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$211K
5
Citadel Advisors
Citadel Advisors
Florida
$296K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$11.1M +$2.88M +64,312 +35%
Jane Street
2
Jane Street
New York
$6.71M +$6.71M +149,890 New
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$6.69M -$1.69M -36,496 -20%
OMC
4
Old Mission Capital
Illinois
$2.25M +$2.25M +50,334 New
OWA
5
One Wealth Advisors
California
$2.23M +$189K +4,226 +9%
FTUS
6
Flow Traders U.S.
New York
$1.98M +$1.98M +44,188 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.69M +$315K +7,047 +23%
WP
8
WealthSource Partners
California
$1.23M -$30K -670 -2%
KWM
9
Keebeck Wealth Management
Illinois
$1.14M +$347K +7,759 +44%
MFG
10
Merit Financial Group
Georgia
$884K +$194K +4,334 +28%
Corient Private Wealth
11
Corient Private Wealth
Florida
$843K +$39.8K +890 +5%
WWP
12
WR Wealth Planners
Missouri
$787K +$8.19K +183 +1%
AWM
13
Aprio Wealth Management
Georgia
$723K +$51.9K +1,159 +8%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$702K +$4.79K +107 +0.7%
WA
15
Wealth Alliance
New York
$652K +$322K +7,192 +98%
GJIA
16
Glass Jacobson Investment Advisors
Maryland
$473K +$473K +10,558 New
IWC
17
Integrated Wealth Concepts
Massachusetts
$422K +$42.9K +959 +11%
ASN
18
Advisory Services Network
Georgia
$405K +$204K +4,559 +102%
VAF
19
Values Added Financial
District of Columbia
$400K +$400K +8,932 New
MLA
20
My Legacy Advisors
Oregon
$400K +$91K +1,959 +29%
T
21
TCWP
Ohio
$352K +$134 +3 +0%
Citadel Advisors
22
Citadel Advisors
Florida
$296K -$191K -4,266 -39%
BBA
23
BLB&B Advisors
Pennsylvania
$284K +$284K +6,352 New
WAL
24
W Advisors LLC
Tennessee
$282K +$7.65K +171 +3%
SWA
25
Stratos Wealth Advisors
Ohio
$264K +$264K +5,908 New
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