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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
UFA
501
US Financial Advisors
Massachusetts
$471K -$12.2K -125 -3%
BONH
502
Bank of New Hampshire
New Hampshire
$464K -$259K -2,645 -37%
XF
503
XML Financial
Maryland
$458K -$37.4K -382 -8%
HFS
504
Howard Financial Services
Texas
$458K +$6.27K +64 +1%
JIC
505
Johnson Investment Counsel
Ohio
$457K +$44.2K +451 +12%
BFA
506
Beacon Financial Advisory
Ohio
$454K -$30.8K -314 -7%
BHPW
507
Beverly Hills Private Wealth
California
$453K -$43.9K -448 -9%
W
508
WealthCollab
Washington
$452K +$422K +4,311 New
RWM
509
RKL Wealth Management
Pennsylvania
$452K +$1.18K +12 +0.3%
TWM
510
Tanager Wealth Management
United Kingdom
$451K
D
511
Dentgroup
Louisiana
$451K -$845K -8,629 -67%
ACM
512
Absolute Capital Management
Pennsylvania
$448K +$24.8K +253 +6%
AFG
513
ABLE Financial Group
Arizona
$448K -$7.44K -76 -2%
AWMNH
514
Arcadia Wealth Management (New Hampshire)
New Hampshire
$447K +$3.04K +31 +0.7%
AWM
515
Alterna Wealth Management
Texas
$446K -$29.7K -303 -7%
BAAM
516
Baker Avenue Asset Management
California
$441K +$12.2K +125 +3%
C
517
CEDRUS
Colorado
$438K -$16.9K -173 -4%
LLWM
518
Life Line Wealth Management
California
$431K +$403K +4,112 New
VWA
519
Visionary Wealth Advisors
Illinois
$427K -$62.2K -635 -13%
SAS
520
Sage Advisory Services
Texas
$425K
B
521
Bailard
California
$419K
CWM
522
Castle Wealth Management
Florida
$411K
CWM
523
Centurion Wealth Management
Virginia
$406K +$110K +1,125 +41%
CAM
524
Cresset Asset Management
Illinois
$405K -$2.64K -27 -0.7%
SC
525
Scotia Capital
Ontario, Canada
$404K