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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
AA
351
Ancora Advisors
Ohio
$1.12M +$85.1K +869 +9%
CFG
352
Cooper Financial Group
California
$1.11M -$365K -3,728 -26%
CFG
353
Citizens Financial Group
Rhode Island
$1.1M -$84.6K -864 -8%
MFA
354
Morling Financial Advisors
California
$1.1M -$45.8K -468 -4%
AC
355
AlphaCore Capital
California
$1.09M -$9.89K -101 -1%
Bessemer Group
356
Bessemer Group
New Jersey
$1.09M -$6.57M -67,095 -87%
BPA
357
Beacon Pointe Advisors
California
$1.06M -$60.5K -618 -6%
BFM
358
Boston Financial Management
Massachusetts
$1.06M -$115K -1,178 -10%
WIA
359
World Investment Advisors
California
$1.06M +$119K +1,217 +14%
SFG
360
Sovereign Financial Group
Connecticut
$1.05M -$98.6K -1,007 -9%
KL
361
KilterHowling LLC
Colorado
$1.05M -$57.9K -591 -6%
EWA
362
EP Wealth Advisors
California
$1.05M -$38.5K -393 -4%
MSA
363
Marino Stram & Associates
Massachusetts
$1.04M +$3.33K +34 +0.3%
BIA
364
Bigelow Investment Advisors
Maine
$1.03M -$77.5K -791 -7%
VA
365
Vident Advisory
Georgia
$1.03M
JWCA
366
J.W. Cole Advisors
Florida
$1.03M +$196 +2 +0%
CGL
367
Clarius Group LLC
Washington
$1.03M -$120K -1,226 -11%
RCM
368
Raleigh Capital Management
North Carolina
$1.02M -$324K -3,305 -25%
CAL
369
Capital Analysts LLC
Pennsylvania
$1.01M +$16.4K +167 +2%
WA
370
WBH Advisory
Maryland
$1.01M +$128K +1,306 +16%
ACA
371
Aptus Capital Advisors
Alabama
$1.01M +$708K +7,230 +304%
CIA
372
Concurrent Investment Advisors
Florida
$1.01M +$941K +9,610 New
TFO
373
Tarbox Family Office
California
$999K -$8.81K -90 -0.9%
PSA
374
Plum Street Advisors
Louisiana
$985K +$919K +9,385 New
DC
375
Davenport & Co
Virginia
$978K -$31.5K -322 -3%