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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
FA
476
Fiduciary Alliance
South Carolina
$547K -$50.1K -512 -9%
PFA
477
Pettinga Financial Advisors
Indiana
$546K +$4.7K +48 +0.9%
MCAI
478
Members Capital Advisors Inc
Wisconsin
$546K
WAM
479
WNY Asset Management
New York
$544K -$7.83K -80 -2%
AWA
480
Aaron Wealth Advisors
Illinois
$541K -$219K -2,233 -30%
FF
481
Farrell Financial
New York
$535K +$556K +5,681 New
UB
482
UMB Bank
Missouri
$531K
QWM
483
Quadcap Wealth Management
Texas
$530K +$495K +5,054 New
HKIMG
484
Hutchens & Kramer Investment Management Group
Indiana
$529K +$17.3K +177 +4%
MSFS
485
Main Street Financial Solutions
Pennsylvania
$529K +$3.62K +37 +0.7%
SPWG
486
Syntegra Private Wealth Group
Missouri
$524K -$37.8K -386 -7%
RA
487
Regis Acquisition
Colorado
$518K +$193K +1,975 +67%
WFA
488
Wade Financial Advisory
California
$518K -$39.2K -400 -7%
SP
489
Symmetry Partners
Connecticut
$517K -$233K -2,379 -33%
GVAG
490
Great Valley Advisor Group
Delaware
$513K +$52.1K +532 +12%
SIS
491
Sound Income Strategies
Florida
$512K +$474K +4,839 +12,408%
RFP
492
Root Financial Partners
California
$511K +$26.1K +266 +6%
ACS
493
Archford Capital Strategies
Illinois
$508K -$88.9K -908 -16%
SF
494
Synovus Financial
Georgia
$505K +$98 +1 +0%
SAI
495
Savvy Advisors Inc
New York
$504K +$470K +4,800 New
OPCM
496
Osborne Partners Capital Management
California
$486K +$165K +1,683 +57%
MWM
497
Mascoma Wealth Management
New Hampshire
$481K -$979 -10 -0.2%
SWP
498
Semus Wealth Partners
Florida
$479K +$49.2K +502 +12%
HWA
499
Hilltop Wealth Advisors
North Carolina
$475K -$111K -1,132 -20%
LFA
500
Level Financial Advisors
New York
$475K +$588 +6 +0.1%