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iShares ESG Aware MSCI USA ETF

752 hedge funds and large institutions have $11.9B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 271 increasing their positions, 282 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 46

12% more capital invested

Capital invested by funds: $10.6B → $11.9B (+$1.28B)

8% more funds holding

Funds holding: 699752 (+53)

7% more funds holding in top 10

Funds holding in top 10: 4548 (+3)

1.02% more ownership

Funds ownership: 88.52%89.54% (+1%)

4% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 282

Holders
752
Holders Change
+53
Holders Change %
+7.58%
% of All Funds
10.96%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
107
Increased
271
Reduced
282
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Planning Alternatives
Michigan
$2.73M -$127K -1,301 -5%
VCP
227
Verus Capital Partners
Arizona
$2.71M +$672K +6,861 +36%
HWM
228
HB Wealth Management
Georgia
$2.64M +$156K +1,595 +7%
FGAM
229
Financial Gravity Asset Management
Texas
$2.61M +$1.69M +17,218 +2%
DT
230
Diversified Trust
Tennessee
$2.61M -$5.88K -60 -0.2%
Baird Financial Group
231
Baird Financial Group
Wisconsin
$2.6M +$556K +5,680 +30%
CIAS
232
Capital Investment Advisory Services
North Carolina
$2.57M -$22.5K -230 -0.9%
AG
233
Ascent Group
Virginia
$2.53M -$185K -1,884 -8%
CT
234
Cambridge Trust
Massachusetts
$2.52M -$5.19K -53 -0.2%
IFG
235
Independent Financial Group
California
$2.51M +$316K +3,231 +16%
SVWG
236
Shared Vision Wealth Group
United States
$2.48M +$2.32M +23,663 New
WS
237
Wedbush Securities
California
$2.43M -$6.66K -68 -0.3%
BSB
238
Bangor Savings Bank
Maine
$2.37M -$135K -1,382 -6%
BHWM
239
Bay Harbor Wealth Management
Maryland
$2.35M +$97.9K +1,000 +5%
RSWM
240
Robertson Stephens Wealth Management
California
$2.33M -$747K -7,627 -26%
FWM
241
Fingerlakes Wealth Management
New York
$2.28M -$116K -1,188 -5%
TWC
242
TD Waterhouse Canada
Ontario, Canada
$2.28M -$325K -3,317 -13%
FFWA
243
Forthright Family Wealth Advisory
Texas
$2.28M +$2.13M +21,708 New
MRC
244
Millburn Ridgefield Corp
New York
$2.26M +$1.73M +17,672 +455%
IAIM
245
International Assets Investment Management
Florida
$2.21M +$2.07M +21,095 New
AF
246
Allworth Financial
California
$2.21M -$1.95M -19,950 -49%
TLFA
247
True Link Financial Advisors
California
$2.2M -$1.44M -14,682 -41%
PFGIA
248
Patriot Financial Group Insurance Agency
Massachusetts
$2.18M -$294K -3,006 -13%
Renaissance Technologies
249
Renaissance Technologies
New York
$2.15M +$2.01M +20,500 New
BTWM
250
Baker Tilly Wealth Management
Wisconsin
$2.14M -$59.4K -607 -3%