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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
MYIA
376
Mount Yale Investment Advisors
Colorado
$792K -$651K -5,363 -46%
PPW
377
Presilium Private Wealth
Pennsylvania
$777K +$8.38K +69 +1%
DWP
378
Destiny Wealth Partners
Florida
$774K -$5.95K -49 -0.8%
APWA
379
Atlas Private Wealth Advisors
New Jersey
$773K +$2.91K +24 +0.4%
SWM
380
Spire Wealth Management
Virginia
$769K -$16.1K -133 -2%
KFP
381
Keener Financial Planning
Texas
$765K
LOIP
382
Live Oak Investment Partners
Texas
$762K
MGP
383
Metis Global Partners
California
$761K +$332K +2,733 +83%
QPWM
384
Quadrant Private Wealth Management
Pennsylvania
$760K -$21.9K -180 -3%
AAM
385
Ameraudi Asset Management
New York
$760K
SPI
386
Sutton Place Investors
New York
$759K -$8.14K -67 -1%
FF
387
Farrell Financial
New York
$755K -$2.19K -18 -0.3%
LWM
388
Liberty Wealth Management
California
$740K -$8.62K -71 -1%
GM
389
GeoWealth Management
Illinois
$739K +$253K +2,080 +55%
FRA
390
Front Row Advisors
California
$731K
BEI
391
Benjamin Edwards Inc
Missouri
$714K +$687K +5,659 New
Qube Research & Technologies (QRT)
392
Qube Research & Technologies (QRT)
United Kingdom
$712K +$598K +4,922 +686%
WWM
393
Western Wealth Management
Colorado
$699K +$31.8K +262 +5%
US Bancorp
394
US Bancorp
Minnesota
$695K -$55.1K -454 -8%
FFWA
395
Forthright Family Wealth Advisory
Texas
$693K -$1.76M -14,465 -74%
IF
396
Intrua Financial
Texas
$687K -$50.6K -417 -7%
SAW
397
Signal Advisors Wealth
Michigan
$685K +$659K +5,428 New
WB
398
WesBanco Bank
West Virginia
$685K +$659K +5,428 New
IA
399
IFP Advisors
Florida
$681K -$1.34K -11 -0.2%
GDP
400
Great Diamond Partners
Maine
$673K -$23.8K -196 -4%