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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
G
301
GenTrust
Florida
$1.56M +$3.04K +31 +0.2%
MCM
302
Mendel Capital Management
Arkansas
$1.54M +$3.13K +32 +0.2%
FA
303
FDx Advisors
Illinois
$1.54M +$114K +1,166 +9%
PWMG
304
Pioneer Wealth Management Group
Texas
$1.53M +$118K +1,206 +9%
CW
305
Cook Wealth
North Carolina
$1.52M +$1.02M +10,450 +275%
JPG
306
Jordan Park Group
California
$1.52M +$4.11K +42 +0.3%
CWA
307
Clearview Wealth Advisors
Oregon
$1.51M -$296K -3,025 -17%
DE
308
Day & Ennis
Georgia
$1.5M -$92.2K -941 -6%
BFEC
309
Benjamin F. Edwards & Company
Missouri
$1.5M +$106K +1,086 +8%
GA
310
GFS Advisors
Texas
$1.49M
PTC
311
Private Trust Company
Ohio
$1.49M +$107K +1,091 +8%
SPIA
312
Strategic Point Investment Advisors
Rhode Island
$1.45M +$50.9K +520 +4%
RIS
313
Retirement Income Solutions
Michigan
$1.43M +$747K +7,629 +127%
GS
314
GTS Securities
New York
$1.41M -$3.77M -38,491 -74%
QWP
315
Quotient Wealth Partners
Texas
$1.4M +$1.3M +13,314 New
CWM
316
Congress Wealth Management
Massachusetts
$1.38M +$129K +1,313 +11%
AA
317
Advisory Alpha
Michigan
$1.37M -$810K -8,266 -39%
HIF
318
Hill Island Financial
Michigan
$1.36M +$9.5K +97 +0.8%
William Blair & Company
319
William Blair & Company
Illinois
$1.35M -$2.35K -24 -0.2%
AIM
320
Acropolis Investment Management
Missouri
$1.31M +$3.13K +32 +0.3%
O3W
321
Omni 360 Wealth
New Jersey
$1.3M +$1.21M +12,404 New
CPIG
322
Chicago Partners Investment Group
Illinois
$1.3M +$70.5K +720 +6%
QPWM
323
Quadrant Private Wealth Management
Pennsylvania
$1.29M -$689K -7,033 -36%
RFA
324
RTD Financial Advisors
Pennsylvania
$1.28M +$48.1K +491 +4%
JFG
325
JMG Financial Group
Illinois
$1.28M -$32.2K -329 -3%