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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
MSFS
426
Main Street Financial Solutions
Pennsylvania
$603K -$5.71K -47 -1%
KFSC
427
Keystone Financial Services (Colorado)
Colorado
$598K -$3.16K -26 -0.5%
FIA
428
Foundations Investment Advisors
Arizona
$598K +$44.2K +364 +8%
HFS
429
Howard Financial Services
Texas
$594K +$25K +206 +5%
AAS
430
Ameritas Advisory Services
Nebraska
$578K +$162K +1,334 +41%
SPWG
431
Syntegra Private Wealth Group
Missouri
$573K +$69.9K +576 +15%
EI
432
Ethic Inc
New York
$572K +$370K +3,050 +158%
LFA
433
Level Financial Advisors
New York
$571K
CWM
434
Certus Wealth Management
California
$567K -$2.78M -22,860 -84%
USCWA
435
U.S. Capital Wealth Advisors
Texas
$566K -$18.1K -149 -3%
MWM
436
Mascoma Wealth Management
New Hampshire
$564K
BBP
437
Banco BTG Pactual
Brazil
$555K +$534K +4,400 New
SDJVC
438
St. Denis J. Villere & Co
Louisiana
$549K -$97.1K -800 -16%
WFA
439
Wade Financial Advisory
California
$549K
GVAG
440
Great Valley Advisor Group
Delaware
$546K -$45.9K -378 -8%
EWA
441
Emergent Wealth Advisors
New York
$544K -$226K -1,861 -30%
W
442
WealthCollab
Washington
$544K
TWM
443
Tanager Wealth Management
United Kingdom
$542K
CFIA
444
Cantor Fitzgerald Investment Advisors
New York
$534K -$34.4K -283 -6%
JC
445
JB Capital
Connecticut
$532K -$36.8K -303 -7%
ACS
446
Archford Capital Strategies
Illinois
$531K -$44.9K -370 -8%
BTWM
447
Baker Tilly Wealth Management
Wisconsin
$525K -$125K -1,033 -20%
CWM
448
Cornerstone Wealth Management
Missouri
$524K -$5.1K -42 -1%
RFP
449
Root Financial Partners
California
$524K -$10.2K -84 -2%
AIA
450
Alera Investment Advisors
Illinois
$523K -$49.3K -406 -9%