We are live on ! Find out more
ESGU icon

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
CIBC World Market
451
CIBC World Market
Ontario, Canada
$522K -$301K -2,480 -37%
SFG
452
Sovereign Financial Group
Connecticut
$516K -$16.9K -139 -3%
OPCM
453
Osborne Partners Capital Management
California
$514K -$12.8K -105 -3%
S
454
SignatureFD
Georgia
$513K +$36.1K +297 +8%
HWA
455
Hilltop Wealth Advisors
North Carolina
$513K
CB
456
Commerce Bank
Missouri
$507K
BAAM
457
Baker Avenue Asset Management
California
$506K -$607 -5 -0.1%
B
458
Bailard
California
$503K
VWA
459
Visionary Wealth Advisors
Illinois
$503K +$486 +4 +0.1%
JIC
460
Johnson Investment Counsel
Ohio
$495K
OSAM
461
O'Shaughnessy Asset Management
Connecticut
$493K +$88.5K +729 +23%
RDWM
462
Red Door Wealth Management
Tennessee
$492K +$474K +3,901 New
ACI
463
Alpha Cubed Investments
California
$481K
TF
464
Theory Financial
Colorado
$479K +$51.1K +421 +12%
LF
465
Lantz Financial
Illinois
$473K -$7.53K -62 -2%
PFM
466
Peak Financial Management
Massachusetts
$472K
MCM
467
MontVue Capital Management
Virginia
$471K -$486 -4 -0.1%
UFA
468
US Financial Advisors
Massachusetts
$469K -$58.8K -484 -12%
RWM
469
RKL Wealth Management
Pennsylvania
$467K +$1.58K +13 +0.4%
MCC
470
Maiden Cove Capital
Maine
$467K -$277K -2,278 -38%
MG
471
Mather Group
Illinois
$463K -$19.4K -160 -4%
TB
472
Treynor Bancshares
Iowa
$461K +$44.7K +368 +11%
QWM
473
Quadcap Wealth Management
Texas
$457K -$11.9K -98 -3%
JFG
474
Jefferies Financial Group
New York
$455K +$22.9K +189 +6%
GC
475
Grimes & Company
Massachusetts
$454K +$1.46K +12 +0.3%