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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
LW
401
Libra Wealth
California
$852K
MA
402
MKT Advisors
California
$848K
Millennium Management
403
Millennium Management
New York
$848K -$2.62M -26,728 -77%
OGF
404
Orin Green Financial
California
$846K +$223K +2,282 +39%
CWM
405
Cornerstone Wealth Management
Missouri
$846K -$16.8K -172 -2%
SRB
406
Shotwell Rutter Baer
Michigan
$837K +$781K +7,970 New
TPCW
407
TD Private Client Wealth
New York
$828K -$7.64K -78 -1%
BBA
408
BLB&B Advisors
Pennsylvania
$819K -$45.8K -468 -6%
CI Investments Inc
409
CI Investments Inc
Ontario, Canada
$813K -$22K -225 -3%
IA
410
IFP Advisors
Florida
$811K -$433K -4,423 -36%
PNC Financial Services Group
411
PNC Financial Services Group
Pennsylvania
$809K -$23.4K -239 -3%
AF
412
Apexium Financial
Texas
$807K -$133K -1,363 -15%
SDJVC
413
St. Denis J. Villere & Co
Louisiana
$801K +$747K +7,632 New
OIA
414
OneDigital Investment Advisors
Kansas
$798K +$745K +7,603 New
WHCI
415
W.H. Cornerstone Investments
Massachusetts
$796K -$241K -2,459 -24%
SPI
416
Sutton Place Investors
New York
$795K -$85K -868 -10%
TIA
417
Traphagen Investment Advisors
New Jersey
$787K +$1.76K +18 +0.2%
ACA
418
American Capital Advisory
Idaho
$784K +$732K +7,474 New
IFAM
419
Institutional & Family Asset Management
Colorado
$782K -$37.8K -386 -5%
HWMA
420
Heritage Wealth Management (Arizona)
Arizona
$777K +$726K +7,408 New
TPWA
421
Twin Peaks Wealth Advisors
California
$770K +$718K +7,335 New
SVWAG
422
Sound View Wealth Advisors Group
Georgia
$762K +$4.41K +45 +0.6%
KP
423
Keel Point
Alabama
$746K +$238K +2,429 +52%
NL
424
NWAM LLC
Washington
$738K -$32.3K -330 -4%
CW
425
CreativeOne Wealth
Kansas
$731K +$17.3K +177 +3%