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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
10.97%
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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$66.6M +$1.44M +14,754 +2%
PCIG
27
Partners Capital Investment Group
Massachusetts
$55.5M +$6.01M +61,362 +13%
Citigroup
28
Citigroup
New York
$55.3M +$43.6M +445,566 +548%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$52.2M -$5.19M -52,982 -10%
WP
30
WealthSource Partners
California
$50.2M -$3.9M -39,799 -8%
FT
31
Fiduciary Trust
Massachusetts
$47.4M +$5.05M +51,564 +13%
PCA
32
Prosperity Capital Advisors
Ohio
$45.2M +$4.14M +42,234 +11%
UBS Group
33
UBS Group
Switzerland
$43M -$1.45M -14,825 -3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$40.9M -$5.24M -53,552 -12%
CAN
35
Cetera Advisor Networks
California
$38.5M +$5.99M +61,152 +20%
HighTower Advisors
36
HighTower Advisors
Illinois
$36.8M +$1.91M +19,542 +6%
NA
37
NewEdge Advisors
Louisiana
$36.8M +$1.72M +17,606 +5%
JC
38
JB Capital
Connecticut
$36.6M +$3.88M +39,576 +13%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$36.3M -$1.36M -13,916 -4%
AA
40
Alesco Advisors
New York
$33.8M -$2.58M -26,322 -8%
AIA
41
Ally Invest Advisors
North Carolina
$33.1M +$1.01M +10,305 +3%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$32.7M -$14.9M -152,641 -33%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$31.4M +$1.19M +12,195 +4%
UCFA
44
United Capital Financial Advisors
Texas
$31.3M +$23.7M +241,794 +428%
VI
45
Vestcor Inc
New Brunswick, Canada
$28.3M
Creative Planning
46
Creative Planning
Kansas
$25.9M +$941K +9,611 +4%
KeyBank National Association
47
KeyBank National Association
Ohio
$24.7M +$817K +8,341 +4%
BCM
48
Brookstone Capital Management
Illinois
$24.1M -$216K -2,205 -1%
Stifel Financial
49
Stifel Financial
Missouri
$23.7M +$1.9M +19,373 +9%
SHJ
50
Sharkey, Howes & Javer
Colorado
$23.6M -$915K -9,345 -4%