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iShares ESG MSCI EM Leaders ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$13.1M +$2.56M +59,767 +24%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.16M -$2.22M -50,118 -35%
Jane Street
3
Jane Street
New York
$3.46M -$2.95M -68,947 -46%
OWA
4
One Wealth Advisors
California
$1.88M -$254K -5,930 -12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.87M +$259K +6,043 +16%
WP
6
WealthSource Partners
California
$1.42M +$251K +5,876 +21%
KWM
7
Keebeck Wealth Management
Illinois
$1.23M +$142K +3,319 +13%
MFG
8
Merit Financial Group
Georgia
$885K +$39.7K +928 +5%
Corient Private Wealth
9
Corient Private Wealth
Florida
$853K +$47.1K +1,102 +6%
WWP
10
WR Wealth Planners
Missouri
$791K +$38.8K +908 +5%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$639K -$32K -748 -5%
WA
12
Wealth Alliance
New York
$526K -$96.8K -2,262 -16%
IWC
13
Integrated Wealth Concepts
Massachusetts
$438K +$34.6K +809 +9%
VAF
14
Values Added Financial
District of Columbia
$426K +$43.5K +1,018 +11%
ASN
15
Advisory Services Network
Georgia
$414K +$26.9K +629 +7%
OAP
16
One Advisory Partners
Kansas
$390K +$390K +9,125 New
GJIA
17
Glass Jacobson Investment Advisors
Maryland
$384K -$67.3K -1,573 -15%
HFA
18
High Falls Advisors
New York
$351K +$110K +2,576 +46%
FTUS
19
Flow Traders U.S.
New York
$332K -$1.56M -36,432 -82%
MFA
20
Mayflower Financial Advisors
Massachusetts
$321K +$321K +7,495 New
Citadel Advisors
21
Citadel Advisors
Florida
$272K -$11.1K -259 -4%
MLA
22
My Legacy Advisors
Oregon
$266K -$94.3K -2,249 -26%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$258K +$56.2K +1,314 +28%
Bank of America
24
Bank of America
North Carolina
$228K +$46.5K +1,088 +26%
CI Investments Inc
25
CI Investments Inc
Ontario, Canada
$228K +$26.7K +625 +13%