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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
1SB
326
1ST Source Bank
Indiana
$1.28M -$19.6K -200 -2%
GWP
327
Gateway Wealth Partners
Wisconsin
$1.26M +$110K +1,126 +10%
M&T Bank
328
M&T Bank
New York
$1.26M -$22.7K -232 -2%
CAM
329
Concorde Asset Management
Michigan
$1.26M +$184K +1,875 +19%
PI
330
PFG Investments
New York
$1.25M +$51.7K +528 +5%
MOS
331
MGO One Seven
Ohio
$1.24M +$1.16M +11,822 New
VWM
332
Venturi Wealth Management
Texas
$1.24M +$9.11K +93 +0.8%
PCA
333
Pallas Capital Advisors
Massachusetts
$1.23M -$2.06M -21,068 -64%
T
334
TCWP
Ohio
$1.22M +$31.1K +318 +3%
MFG
335
Magnus Financial Group
New York
$1.22M +$18.2K +186 +2%
BBHC
336
Brown Brothers Harriman & Co
New York
$1.22M
COCM
337
Charter Oak Capital Management
New Hampshire
$1.21M -$33.6K -343 -3%
RCS
338
Retirement Capital Strategies
California
$1.21M +$98 +1 +0%
CAAS
339
Capital Asset Advisory Services
Michigan
$1.2M -$241K -2,458 -18%
Pathstone Holdings
340
Pathstone Holdings
New Jersey
$1.19M +$1.11M +11,362 New
CCM
341
Coldstream Capital Management
Washington
$1.19M +$215K +2,199 +24%
EWP
342
Elevation Wealth Partners
California
$1.18M
MNG
343
Manning & Napier Group
New York
$1.17M
RCAG
344
Rehmann Capital Advisory Group
Michigan
$1.16M +$37K +378 +4%
GKWIM
345
Gerber Kawasaki Wealth & Investment Management
California
$1.15M +$300K +3,067 +39%
TI
346
Trexquant Investment
Connecticut
$1.15M -$703K -7,182 -40%
PFA
347
Pure Financial Advisors
California
$1.15M +$497K +5,077 +87%
TPWA
348
TRUE Private Wealth Advisors
Oregon
$1.15M +$219K +2,234 +26%
CWG
349
Crown Wealth Group
North Carolina
$1.14M -$12.7K -130 -1%
TB
350
Treynor Bancshares
Iowa
$1.14M -$727K -7,419 -41%