LDEM icon

iShares ESG MSCI EM Leaders ETF

33 hedge funds and large institutions have $25M invested in iShares ESG MSCI EM Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-7
Holders Change %
-17.5%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$5.54M +$1.38M +31,374 +33%
Jane Street
2
Jane Street
New York
$3.42M -$134K -3,056 -4%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.59M -$10.9M -248,334 -81%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.41M +$485K +11,040 +25%
FTUS
5
Flow Traders U.S.
New York
$2.34M +$2M +45,426 +586%
OMC
6
Old Mission Capital
Illinois
$1.13M +$1.13M +25,671 New
MFG
7
Merit Financial Group
Georgia
$912K +$3.25K +74 +0.4%
Corient Private Wealth
8
Corient Private Wealth
Florida
$889K +$12.4K +282 +1%
OWA
9
One Wealth Advisors
California
$742K -$1.19M -26,951 -61%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$722K +$65.9K +1,499 +10%
WWP
11
WR Wealth Planners
Missouri
$701K -$112K -2,542 -14%
Citadel Advisors
12
Citadel Advisors
Florida
$588K +$309K +7,025 +111%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$422K +$422K +9,595 New
WP
14
WealthSource Partners
California
$418K -$1.05M -23,802 -71%
CI Investments Inc
15
CI Investments Inc
Ontario, Canada
$323K +$88K +2,000 +37%
VAF
16
Values Added Financial
District of Columbia
$307K -$131K -2,974 -30%
IWC
17
Integrated Wealth Concepts
Massachusetts
$248K -$202K -4,593 -45%
Bank of America
18
Bank of America
North Carolina
$241K +$6.16K +140 +3%
KWM
19
Keebeck Wealth Management
Illinois
$239K -$1.03M -23,367 -81%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$227K +$227K +5,171 New
AA
21
Addison Advisors
Vermont
$163K -$23.3K -530 -12%
GJIA
22
Glass Jacobson Investment Advisors
Maryland
$130K -$265K -6,030 -67%
UBS Group
23
UBS Group
Switzerland
$111K +$30.8K +701 +38%
EWA
24
EverSource Wealth Advisors
Alabama
$53.4K -$2.51K -57 -4%
ASN
25
Advisory Services Network
Georgia
$51K -$374K -8,510 -88%