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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
PAI
476
Pittenger & Anderson Inc
Nebraska
$452K
CG
477
Caprock Group
Idaho
$449K
CAAM
478
Cornerstone Advisors Asset Management
Pennsylvania
$442K +$1.46K +12 +0.3%
GLLW
479
Graves Light Lenhart Wealth
Virginia
$441K
WSFS
480
Wilmington Savings Fund Society
Delaware
$439K +$422K +3,479 New
SPC
481
Sigma Planning Corp
Michigan
$428K -$57.2K -471 -12%
WHCI
482
W.H. Cornerstone Investments
Massachusetts
$428K -$207K -1,701 -33%
CAAS
483
Capital Asset Advisory Services
Michigan
$426K -$482K -3,970 -54%
OPWM
484
Oxinas Partners Wealth Management
Indiana
$422K -$11.7K -96 -3%
LLWM
485
Life Line Wealth Management
California
$422K +$2.67K +22 +0.7%
PFA
486
Pettinga Financial Advisors
Indiana
$421K -$71.6K -590 -15%
PFS
487
Prospera Financial Services
Texas
$420K +$37.9K +312 +10%
TF
488
Trek Financial
Arizona
$419K -$31.6K -260 -7%
FCH
489
Freestone Capital Holdings
Washington
$418K
CIBC Private Wealth Group
490
CIBC Private Wealth Group
Georgia
$414K
DWM
491
Destination Wealth Management
California
$413K -$4.01K -33 -1%
SYBT
492
Stock Yards Bank & Trust
Kentucky
$412K
SAS
493
Sage Advisory Services
Texas
$412K
AWA
494
ARQ Wealth Advisors
Arizona
$412K -$2.55K -21 -0.6%
C
495
CEDRUS
Colorado
$409K -$78.6K -647 -17%
ECM
496
Evergreen Capital Management
Washington
$406K +$2.55K +21 +0.7%
SW
497
Simplicity Wealth
New Jersey
$406K -$37.6K -310 -9%
CFG
498
Citizens Financial Group
Rhode Island
$406K +$21.9K +180 +6%
AFG
499
ABLE Financial Group
Arizona
$404K
FFA
500
Founders Financial Alliance
North Carolina
$403K -$88.3K -727 -19%