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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
MMHP
501
Murphy Middleton Hinkle & Parker
Georgia
$402K
ST
502
Smithfield Trust
Pennsylvania
$401K +$54K +445 +16%
DSN
503
D. Scott Neal
Kentucky
$399K -$13.2K -109 -3%
BWA
504
BCU Wealth Advisors
Illinois
$399K +$971 +8 +0.3%
WIM
505
WealthPlan Investment Management
Nebraska
$398K +$1.34K +11 +0.4%
PCH
506
PGIM Custom Harvest
New Jersey
$398K +$103K +852 +37%
AWMNH
507
Arcadia Wealth Management (New Hampshire)
New Hampshire
$387K +$1.34K +11 +0.4%
HTC
508
Haverford Trust Company
Pennsylvania
$382K
LGWM
509
Litman Gregory Wealth Management
California
$382K +$4.25K +35 +1%
PP
510
PDS Planning
Ohio
$375K +$62.3K +513 +21%
ATC
511
Argent Trust Co
Tennessee
$375K -$86.2K -710 -19%
LIA
512
LifePlan Investment Advisors
North Carolina
$370K +$35K +288 +11%
WA
513
Wealthstream Advisors
New York
$369K +$1.21K +10 +0.3%
Bank of Nova Scotia
514
Bank of Nova Scotia
Ontario, Canada
$369K
MIA
515
Milestone Investment Advisors
Wisconsin
$363K +$243 +2 +0.1%
CCWM
516
Cassaday & Co Wealth Management
Virginia
$357K +$1.45M +11,935 New
DWT
517
Dorsey & Whitney Trust
South Dakota
$354K +$340K +2,803 New
NAS
518
NWF Advisory Services
California
$347K
SVWAG
519
Sound View Wealth Advisors Group
Georgia
$345K -$450K -3,708 -58%
NL
520
NWAM LLC
Washington
$345K +$332K +2,736 New
FPCP
521
Fort Point Capital Partners
California
$345K
SC
522
Scotia Capital
Ontario, Canada
$343K
WC
523
Weil Company
California
$341K
OP
524
ORG Partners
Indiana
$341K -$729 -6 -0.2%
VWWMG
525
Vermillion & White Wealth Management Group
Pennsylvania
$341K