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iShares ESG Aware MSCI USA ETF

739 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 235 increasing their positions, 309 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 45

1% more capital invested

Capital invested by funds: $10.2B → $10.3B (+$113M)

1% less funds holding

Funds holding: 746739 (-7)

2.66% less ownership

Funds ownership: 80.1%77.44% (-2.7%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

24% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 309

Holders
739
Holders Change
-7
Holders Change %
-0.94%
% of All Funds
10.61%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
50
Increased
235
Reduced
309
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFP
226
OLIO Financial Planning
Virginia
$1.89M
KPWS
227
Kestra Private Wealth Services
Texas
$1.87M +$46.6K +384 +3%
MGIA
228
Moneta Group Investment Advisors
Missouri
$1.86M
WWG
229
West Wealth Group
California
$1.83M -$220K -1,808 -11%
SWM
230
SigFig Wealth Management
California
$1.81M +$41K +338 +2%
G
231
GenTrust
Florida
$1.8M +$267K +2,199 +18%
MCM
232
Mendel Capital Management
Arkansas
$1.79M +$486 +4 +0%
GA
233
GFS Advisors
Texas
$1.77M +$1.7M +13,960 +39,886%
PI
234
PFG Investments
New York
$1.76M +$37.3K +307 +2%
NA
235
Nottingham Advisors
New York
$1.76M +$29.3K +241 +2%
Franklin Resources
236
Franklin Resources
California
$1.76M -$2.8M -23,091 -63%
AF
237
Allworth Financial
California
$1.75M -$89.1K -734 -5%
PWMG
238
Pioneer Wealth Management Group
Texas
$1.75M -$62.9K -518 -4%
1SB
239
1ST Source Bank
Indiana
$1.71M -$1.46K -12 -0.1%
SPIA
240
Strategic Point Investment Advisors
Rhode Island
$1.71M -$10.9K -90 -0.7%
SVWG
241
Shared Vision Wealth Group
United States
$1.7M +$32.7K +269 +2%
GAM
242
Gould Asset Management
California
$1.7M -$163K -1,340 -9%
AI
243
Atria Investments
North Carolina
$1.67M -$191K -1,571 -11%
SXL
244
Summit X LLC
Missouri
$1.66M -$97.7K -805 -5%
AWE
245
Avidian Wealth Enterprises
Texas
$1.64M +$90.2K +743 +6%
GRP
246
Global Retirement Partners
California
$1.63M -$144K -1,183 -8%
AG
247
Ascent Group
Virginia
$1.63M -$59.1K -487 -4%
MLA
248
My Legacy Advisors
Oregon
$1.62M -$481K -3,961 -24%
AR
249
Apeiron RIA
Texas
$1.61M -$193K -1,586 -11%
MNA
250
Manning & Napier Advisors
New York
$1.61M +$90.2K +743 +6%