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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
JWCA
276
J.W. Cole Advisors
Florida
$1.31M -$81.7K -673 -6%
CWM
277
Congress Wealth Management
Massachusetts
$1.31M +$26.4K +217 +2%
BF
278
Brooklyn FI
New York
$1.31M +$10.6K +87 +0.8%
TSS
279
Two Sigma Securities
New York
$1.31M +$894K +7,361 +243%
Bessemer Group
280
Bessemer Group
New Jersey
$1.3M -$13K -107 -1%
CGL
281
Clarius Group LLC
Washington
$1.3M +$168K +1,386 +16%
M&T Bank
282
M&T Bank
New York
$1.3M -$15.9K -131 -1%
MFG
283
Magnus Financial Group
New York
$1.29M +$6.44K +53 +0.5%
NB
284
NBT Bank
New York
$1.28M -$64.6K -532 -5%
MFA
285
Morling Financial Advisors
California
$1.28M -$17K -140 -1%
DC
286
Davenport & Co
Virginia
$1.27M +$251K +2,064 +26%
P
287
&Partners
Tennessee
$1.26M +$1.21M +9,972 New
MWA
288
Merkkuri Wealth Advisors
New York
$1.25M -$535K -4,405 -31%
SG
289
StoneX Group
New York
$1.25M -$1.7K -14 -0.1%
CWG
290
Crown Wealth Group
North Carolina
$1.24M -$33.4K -275 -3%
CCM
291
Coldstream Capital Management
Washington
$1.24M -$23.8K -196 -2%
SFC
292
SYM Financial Corp
Indiana
$1.24M +$135K +1,112 +13%
CA
293
CWC Advisors
Oregon
$1.24M +$1.19M +9,795 New
MHR
294
Matthew Hamilton Rosenberg
$1.23M
BNP Paribas Asset Management
295
BNP Paribas Asset Management
France
$1.22M +$187K +1,540 +19%
KL
296
KilterHowling LLC
Colorado
$1.22M +$88.4K +728 +8%
CWM
297
Cranbrook Wealth Management
Michigan
$1.22M +$50.5K +416 +5%
WA
298
WBH Advisory
Maryland
$1.21M -$9.11K -75 -0.8%
PFA
299
Pure Financial Advisors
California
$1.2M +$331K +2,729 +40%
BBA
300
BLB&B Advisors
Pennsylvania
$1.19M +$269K +2,212 +31%