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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
CIA
376
Compass Ion Advisors
Pennsylvania
$971K
EPP
377
ETF Portfolio Partners
Kansas
$970K +$1.47K +15 +0.2%
SI
378
Stephens Inc
Arkansas
$961K
IAS
379
IMA Advisory Services
Colorado
$957K
CPP
380
Capasso Planning Partners
South Carolina
$948K +$92.6K +946 +12%
SPC
381
Sigma Planning Corp
Michigan
$946K -$743K -7,589 -46%
LWMG
382
Levy Wealth Management Group
Pennsylvania
$936K +$6.46K +66 +0.7%
BF
383
Brooklyn FI
New York
$935K -$63.4K -647 -7%
DADC
384
D.A. Davidson & Co
Montana
$928K +$4.7K +48 +0.5%
SAG
385
SageView Advisory Group
California
$927K +$376K +3,836 +81%
WAP
386
Wealthcare Advisory Partners
Pennsylvania
$926K -$4.11K -42 -0.5%
ST
387
Sentinel Trust
Texas
$920K +$16.9K +173 +2%
CFD
388
Creative Financial Designs
Indiana
$920K -$46.5K -475 -5%
LIA
389
LifePlan Investment Advisors
North Carolina
$917K +$140K +1,425 +19%
MBFW
390
Morton Brown Family Wealth
Pennsylvania
$912K +$7.54K +77 +0.9%
VA
391
Valmark Advisers
Ohio
$909K +$47.1K +481 +6%
SFG
392
SNS Financial Group
Minnesota
$899K +$59.5K +608 +8%
BSW
393
Buckingham Strategic Wealth
Missouri
$881K +$289K +2,946 +54%
SMWM
394
Silvia McColl Wealth Management
California
$880K +$67.6K +690 +9%
AGWCA
395
Annis Gardner Whiting Capital Advisors
Florida
$874K +$2.64K +27 +0.3%
MWM
396
Meridian Wealth Management
Kentucky
$872K -$21.4K -219 -3%
FPGK
397
Financial Partners Group (Kansas)
Kansas
$867K +$686 +7 +0.1%
SAM
398
Strategy Asset Managers
California
$857K +$24.3K +248 +3%
BIG
399
Bush Investment Group
Georgia
$855K +$770K +7,861 New
AWM
400
Aspire Wealth Management
Massachusetts
$853K -$4.7K -48 -0.6%