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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
SWA
251
Stratos Wealth Advisors
Ohio
$2.11M +$99.7K +1,018 +5%
WWA
252
WCG Wealth Advisors
Nevada
$2.06M -$1.61M -16,437 -46%
TVM
253
True Vision MN
Minnesota
$2.04M +$1.91M +19,475 New
TWP
254
Tempus Wealth Planning
California
$2.03M -$100K -1,026 -5%
RW
255
REDW Wealth
New Mexico
$2.03M +$127K +1,292 +7%
SWM
256
Spire Wealth Management
Virginia
$2.02M -$61.9K -632 -3%
LWL
257
Leo Wealth LLC
Texas
$1.99M +$1.86M +18,985 New
VCM
258
Vision Capital Management
Oregon
$1.98M -$126K -1,286 -6%
LF
259
Lantz Financial
Illinois
$1.97M +$64K +653 +4%
SAW
260
Signal Advisors Wealth
Michigan
$1.95M +$1.82M +18,596 New
WLIM
261
White Lighthouse Investment Management
Massachusetts
$1.94M +$5.39K +55 +0.3%
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$1.92M +$100K +1,023 +6%
AWA
263
Arete Wealth Advisors
Illinois
$1.91M +$1.51M +15,440 +554%
OFP
264
OLIO Financial Planning
Virginia
$1.89M +$39.9K +407 +2%
CAM
265
Crestone Asset Management
Colorado
$1.89M
PIA
266
Perennial Investment Advisors
California
$1.88M -$1.49M -15,224 -46%
WANY
267
Wealthspire Advisors (New York)
New York
$1.88M -$54.6K -558 -3%
EWA
268
Emergent Wealth Advisors
New York
$1.85M +$1.73M +17,654 New
SFA
269
Sequoia Financial Advisors
Ohio
$1.82M +$94.1K +961 +6%
CFA
270
Cahill Financial Advisors
Minnesota
$1.82M -$83.6K -854 -5%
BFG
271
Beacon Financial Group
Texas
$1.81M +$974K +9,940 +136%
MWM
272
Maripau Wealth Management
Indiana
$1.81M -$74.6K -762 -4%
HSBC Holdings
273
HSBC Holdings
United Kingdom
$1.79M
RFP
274
RCS Financial Planning
Maryland
$1.79M -$54.7K -559 -3%
AssetMark Inc
275
AssetMark Inc
California
$1.77M -$128K -1,302 -7%