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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
BFP
401
Brewster Financial Planning
New York
$669K -$11.3K -93 -2%
CC
402
Copperleaf Capital
North Carolina
$666K -$1.58K -13 -0.2%
RSWM
403
Robertson Stephens Wealth Management
California
$662K -$1.7K -14 -0.3%
MCAI
404
Members Capital Advisors Inc
Wisconsin
$657K
FA
405
Fiduciary Alliance
South Carolina
$653K +$65.9K +543 +12%
Lido Advisors
406
Lido Advisors
California
$652K -$3.89K -32 -0.6%
KWM
407
Kingsview Wealth Management
Oregon
$643K +$7.41K +61 +1%
TWA
408
Talisman Wealth Advisors
New Jersey
$643K +$37.3K +307 +6%
WAP
409
Wealthcare Advisory Partners
Pennsylvania
$641K +$64.5K +531 +12%
QC
410
Quent Capital
New York
$637K -$4.74K -39 -0.8%
RCA
411
Resonant Capital Advisors
Wisconsin
$637K -$228K -1,878 -27%
DA
412
Detalus Advisors
Missouri
$635K -$41.4K -341 -6%
Vanguard Group
413
Vanguard Group
Pennsylvania
$634K +$124K +1,020 +25%
RP
414
Riverwater Partners
Wisconsin
$631K -$5.34K -44 -0.9%
XF
415
XML Financial
Maryland
$630K +$55K +453 +10%
CAM
416
Cresset Asset Management
Illinois
$626K +$243 +2 +0%
FTDI
417
First Trust Direct Indexing
Massachusetts
$625K +$172K +1,414 +40%
AA
418
Ancora Advisors
Ohio
$623K -$118K -972 -16%
PA
419
PFG Advisors
Arizona
$623K -$28.7K -236 -5%
TVM
420
True Vision MN
Minnesota
$622K +$17K +140 +3%
IWM
421
IHT Wealth Management
Illinois
$621K +$45K +371 +8%
CAM
422
Concorde Asset Management
Michigan
$615K -$24K -198 -4%
FCI
423
Financial Counselors Inc
Kansas
$613K -$29.1K -240 -5%
SF
424
Synovus Financial
Georgia
$608K
WAM
425
WNY Asset Management
New York
$606K -$2.43K -20 -0.4%