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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
WP
251
WealthShield Partners
North Carolina
$1.58M +$26.1K +215 +2%
RFA
252
RTD Financial Advisors
Pennsylvania
$1.58M +$58.2K +479 +4%
Comerica Bank
253
Comerica Bank
Texas
$1.57M -$169K -1,392 -10%
KV
254
Kickstand Ventures
New York
$1.56M -$2.31K -19 -0.2%
SFA
255
Sequoia Financial Advisors
Ohio
$1.54M -$47.8K -394 -3%
BWL
256
Bogart Wealth LLC
Virginia
$1.54M -$3.2M -26,350 -68%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$1.53M -$128K -1,054 -8%
William Blair & Company
258
William Blair & Company
Illinois
$1.53M -$46.6K -384 -3%
Focus Partners Wealth
259
Focus Partners Wealth
Massachusetts
$1.51M -$3.14M -25,856 -68%
CWA
260
Clearview Wealth Advisors
Oregon
$1.51M +$14.6K +120 +1%
AWM
261
AE Wealth Management
Kansas
$1.51M -$255K -2,101 -15%
VA
262
Valmark Advisers
Ohio
$1.51M -$52.7K -434 -3%
Barclays
263
Barclays
United Kingdom
$1.5M -$449K -3,700 -24%
CPIG
264
Chicago Partners Investment Group
Illinois
$1.48M -$44.8K -369 -3%
JFG
265
JMG Financial Group
Illinois
$1.48M
GWP
266
Gen-Wealth Partners
Michigan
$1.44M +$35.5K +292 +3%
AIM
267
Acropolis Investment Management
Missouri
$1.43M +$74.1K +610 +6%
COCM
268
Charter Oak Capital Management
New Hampshire
$1.42M +$47.4K +390 +4%
APW
269
Austin Private Wealth
Texas
$1.41M -$13.4K -110 -1%
CFGS
270
Concourse Financial Group Securities
Alabama
$1.4M +$106K +877 +9%
AA
271
Advisory Alpha
Michigan
$1.36M -$40.8K -336 -3%
WAL
272
W Advisors LLC
Tennessee
$1.35M -$66.2K -545 -5%
VCP
273
Verus Capital Partners
Arizona
$1.35M +$56.6K +466 +5%
SFG
274
SNS Financial Group
Minnesota
$1.35M -$11.9K -98 -0.9%
PSA
275
Plum Street Advisors
Louisiana
$1.32M -$25.3K -208 -2%