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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
FHA
426
Flagship Harbor Advisors
Massachusetts
$726K -$21.8K -223 -3%
PS
427
Principal Securities
Iowa
$720K +$672K +6,860 New
EFL
428
ERn Financial LLC
Wisconsin
$713K +$16.1K +164 +2%
CC
429
Chicago Capital
Illinois
$703K
GG
430
GenWealth Group
New Jersey
$702K -$40.4K -413 -6%
YIH
431
Y-Intercept (HK)
Hong Kong
$701K +$654K +6,680 New
BIA
432
Bell Investment Advisors
California
$701K +$17.1K +175 +3%
PPW
433
Presilium Private Wealth
Pennsylvania
$700K -$10.2K -104 -2%
EWA
434
EverSource Wealth Advisors
Alabama
$691K -$32.6K -333 -5%
CIBC World Market
435
CIBC World Market
Ontario, Canada
$680K
CFIA
436
Cantor Fitzgerald Investment Advisors
New York
$676K +$631K +6,444 New
EL
437
EQ LLC
Washington
$672K +$76.5K +781 +14%
MCM
438
MAI Capital Management
Ohio
$670K -$13.6K -139 -2%
WCFA
439
Walkner Condon Financial Advisors
Wisconsin
$670K -$8.81K -90 -1%
CTC
440
Central Trust Company
Missouri
$670K -$24.9K -254 -4%
IF
441
Intrua Financial
Texas
$665K
KFP
442
Keener Financial Planning
Texas
$665K +$621K +6,342 New
BWA
443
BCU Wealth Advisors
Illinois
$652K +$608K +6,210 New
MFA
444
McClarren Financial Advisors
Pennsylvania
$650K -$32.8K -335 -5%
DWP
445
Destiny Wealth Partners
Florida
$646K
LOIP
446
Live Oak Investment Partners
Texas
$642K
APWA
447
Atlas Private Wealth Advisors
New Jersey
$642K +$2.84K +29 +0.5%
CWM
448
Cranbrook Wealth Management
Michigan
$641K +$86.9K +887 +17%
RIM
449
Redwood Investment Management
Arizona
$639K +$73.4K +749 +14%
AAM
450
Ameraudi Asset Management
New York
$632K