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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
Ameriprise
26
Ameriprise
Minnesota
$46.2M -$10.9M -90,069 -20%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$42.2M -$1.7M -14,035 -4%
AIA
28
Ally Invest Advisors
North Carolina
$41.1M +$329K +2,713 +0.8%
MML Investors Services
29
MML Investors Services
Massachusetts
$39.8M +$289K +2,380 +0.8%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$39.8M -$2.56M -21,068 -6%
HighTower Advisors
31
HighTower Advisors
Illinois
$39.1M -$598K -4,925 -2%
AA
32
Alesco Advisors
New York
$37.3M -$980K -8,067 -3%
KeyBank National Association
33
KeyBank National Association
Ohio
$35.8M -$488K -4,023 -1%
Osaic Holdings
34
Osaic Holdings
Arizona
$35.4M -$3.53M -29,035 -9%
I
35
IMPACTfolio
Colorado
$35M +$897K +7,385 +3%
PAS
36
Park Avenue Securities
New York
$33.9M -$1.13M -9,296 -3%
Creative Planning
37
Creative Planning
Kansas
$33.2M -$323K -2,664 -1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$31.3M +$81.5K +671 +0.3%
JSW
39
Journey Strategic Wealth
New Jersey
$28.5M +$2.55M +21,017 +10%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$25.9M +$4.35M +35,811 +21%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$23.5M +$22.6M +186,199 New
BCM
42
Brookstone Capital Management
Illinois
$22.5M +$1.09M +8,936 +5%
DL
43
DOHJ LLC
Washington
$22.2M +$647K +5,327 +3%
SHJ
44
Sharkey, Howes & Javer
Colorado
$22M -$533K -4,388 -2%
BWA
45
Boulder Wealth Advisors
Colorado
$22M +$206K +1,699 +1%
MWM
46
Mission Wealth Management
California
$21.9M +$1.16M +9,560 +6%
CL
47
Choreo LLC
Illinois
$20.8M -$218K -1,794 -1%
JIC
48
Joel Isaacson & Co
New York
$20.4M +$2.02M +16,654 +11%
SHGA
49
Sand Hill Global Advisors
California
$20.1M +$195K +1,610 +1%
IWC
50
Integrated Wealth Concepts
Massachusetts
$19.7M +$2.57M +21,155 +16%