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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
MSA
326
Marino Stram & Associates
Massachusetts
$1.05M +$1.94K +16 +0.2%
VA
327
Vident Advisory
Georgia
$1.05M -$182K -1,501 -15%
GKWIM
328
Gerber Kawasaki Wealth & Investment Management
California
$1.04M -$22.6K -186 -2%
SWA
329
Stratos Wealth Advisors
Ohio
$1.04M -$132K -1,089 -12%
WIA
330
World Investment Advisors
California
$1.02M +$33.3K +274 +4%
OGF
331
Orin Green Financial
California
$1.01M
SAM
332
Strategy Asset Managers
California
$1M -$33.1K -273 -3%
CI Investments Inc
333
CI Investments Inc
Ontario, Canada
$997K -$24.3K -200 -2%
CIA
334
Concurrent Investment Advisors
Florida
$988K +$8.99K +74 +1%
WFS
335
WealthGarden F.S.
California
$974K +$3.16K +26 +0.3%
AF
336
Apexium Financial
Texas
$973K +$3.16K +26 +0.3%
BIA
337
Bigelow Investment Advisors
Maine
$964K -$53.2K -438 -5%
TIA
338
Traphagen Investment Advisors
New Jersey
$940K -$10.9K -90 -1%
ACA
339
American Capital Advisory
Idaho
$937K -$5.59K -46 -0.6%
BPA
340
Beacon Pointe Advisors
California
$924K -$82.8K -682 -9%
FPGK
341
Financial Partners Group (Kansas)
Kansas
$916K -$12K -99 -1%
D
342
Diversified
Delaware
$915K +$70.5K +581 +9%
DE
343
Diversified Enterprises
Delaware
$915K +$881K +7,255 New
MCM
344
MAI Capital Management
Ohio
$911K -$81K -667 -8%
CPP
345
Capasso Planning Partners
South Carolina
$908K +$32.8K +270 +4%
TWM
346
TSA Wealth Management
Texas
$904K
OCM
347
One Capital Management
California
$904K -$16.4K -135 -2%
KP
348
Keel Point
Alabama
$897K
EFL
349
ERn Financial LLC
Wisconsin
$886K -$44.9K -370 -5%
CTC
350
Central Trust Company
Missouri
$884K -$39.5K -325 -4%