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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
RW
451
Regimen Wealth
Georgia
$629K +$25.8K +263 +5%
SW
452
SVB Wealth
Massachusetts
$624K -$182K -1,860 -24%
GDP
453
Great Diamond Partners
Maine
$622K -$7.15K -73 -1%
DA
454
Detalus Advisors
Missouri
$617K -$678K -6,922 -54%
IWM
455
IHT Wealth Management
Illinois
$612K +$27K +276 +5%
OP
456
ORG Partners
Indiana
$605K +$532K +5,435 +1,688%
FRA
457
Front Row Advisors
California
$603K
RP
458
Riverwater Partners
Wisconsin
$593K -$116K -1,186 -17%
TF
459
Theory Financial
Colorado
$590K +$37.9K +387 +7%
PA
460
PFG Advisors
Arizona
$586K -$1.35M -13,773 -71%
CPG
461
Cornerstone Planning Group
New Jersey
$581K -$277K -2,825 -34%
SFC
462
SYM Financial Corp
Indiana
$580K
AAS
463
Ameritas Advisory Services
Nebraska
$572K -$298K -3,045 -36%
BFP
464
Brewster Financial Planning
New York
$571K -$31K -317 -6%
FIA
465
Foundations Investment Advisors
Arizona
$566K -$411K -4,201 -44%
CB
466
Commerce Bank
Missouri
$566K
FCI
467
Financial Counselors Inc
Kansas
$564K -$331K -3,377 -39%
BAM
468
Belpointe Asset Management
Nevada
$560K -$13.9K -142 -3%
FPAS
469
Focus Partners Advisor Solutions
Missouri
$558K +$80.8K +825 +18%
MHR
470
Matthew Hamilton Rosenberg
$555K -$80.4K -821 -13%
CCG
471
Catalina Capital Group
California
$554K +$517K +5,282 New
USCWA
472
U.S. Capital Wealth Advisors
Texas
$552K +$7.05K +72 +1%
Lido Advisors
473
Lido Advisors
California
$550K
WWM
474
Western Wealth Management
Colorado
$550K +$191K +1,949 +59%
QC
475
Quent Capital
New York
$549K -$44.1K -450 -8%