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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
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$875K +$1.27M +10,443 New
TPCW
352
TD Private Client Wealth
New York
$874K +$1.58K +13 +0.2%
Jane Street
353
Jane Street
New York
$871K -$2.78M -22,893 -77%
IFG
354
Independent Financial Group
California
$869K -$193K -1,593 -19%
JF
355
JSF Financial
California
$868K +$55.6K +458 +7%
O3W
356
Omni 360 Wealth
New Jersey
$859K -$97.4K -802 -11%
SAI
357
Savvy Advisors Inc
New York
$858K +$16.5K +136 +2%
CFG
358
Cooper Financial Group
California
$855K -$29K -239 -3%
Amundi
359
Amundi
France
$849K
MWM
360
Meridian Wealth Management
Kentucky
$849K +$27.4K +226 +3%
CC
361
Chicago Capital
Illinois
$845K
FHA
362
Flagship Harbor Advisors
Massachusetts
$843K +$6.31K +52 +0.8%
BSB
363
Bangor Savings Bank
Maine
$843K -$2.04M -16,777 -72%
MA
364
MKT Advisors
California
$841K -$2.91K -24 -0.4%
EWA
365
EverSource Wealth Advisors
Alabama
$840K -$15.4K -127 -2%
BIA
366
Bell Investment Advisors
California
$835K +$16.6K +137 +2%
SRB
367
Shotwell Rutter Baer
Michigan
$819K -$12.3K -101 -2%
TWCA
368
Two West Capital Advisors
Kansas
$817K -$38.5K -317 -5%
SMWM
369
Silvia McColl Wealth Management
California
$815K -$161K -1,330 -17%
PCA
370
Pallas Capital Advisors
Massachusetts
$812K -$238K -1,957 -23%
PS
371
Principal Securities
Iowa
$811K +$12.4K +102 +2%
FGC
372
Financial Gravity Companies
Texas
$810K +$780K +6,423 New
HPM
373
Hoxton Planning & Management
West Virginia
$804K -$6.92K -57 -0.9%
HFO
374
Heritage Family Offices
Arizona
$799K -$42.4K -349 -5%
WCFA
375
Walkner Condon Financial Advisors
Wisconsin
$792K -$2.43K -20 -0.3%