We are live on ! Find out more
ESGU icon

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
NP
526
NorthRock Partners
Minnesota
$400K +$374K +3,814 New
ACI
527
Alpha Cubed Investments
California
$400K
HPC
528
Hobart Private Capital
North Carolina
$399K +$1.47K +15 +0.4%
ASFA
529
All Season Financial Advisors
Colorado
$398K +$136K +1,391 +58%
DSN
530
D. Scott Neal
Kentucky
$397K
RPG
531
Resource Planning Group
Georgia
$393K
HWM
532
Horizons Wealth Management
North Carolina
$393K -$27.1K -277 -7%
MCM
533
MontVue Capital Management
Virginia
$392K +$366K +3,734 New
PW
534
Peninsula Wealth
California
$390K -$4.41K -45 -1%
HIM
535
Hanlon Investment Management
New Jersey
$388K -$28.1K -287 -7%
PFM
536
Peak Financial Management
Massachusetts
$388K -$30.3K -309 -8%
AFAS
537
Acorn Financial Advisory Services
Virginia
$387K +$361K +3,686 New
ATC
538
Argent Trust Co
Tennessee
$386K +$123K +1,253 +52%
IGWM
539
ICA Group Wealth Management
Colorado
$385K -$24K -245 -6%
Jane Street
540
Jane Street
New York
$385K +$360K +3,671 New
SHIM
541
Stone House Investment Management
Pennsylvania
$384K +$35K +357 +11%
ECM
542
Evergreen Capital Management
Washington
$383K +$17.4K +178 +5%
KWM
543
Kingsview Wealth Management
Oregon
$381K -$19.1K -195 -5%
GC
544
Grimes & Company
Massachusetts
$380K +$2.64K +27 +0.8%
ICG
545
InterOcean Capital Group
Tennessee
$373K +$36.2K +370 +12%
TW
546
TritonPoint Wealth
Maryland
$370K +$346K +3,528 New
GLLW
547
Graves Light Lenhart Wealth
Virginia
$367K -$32.4K -331 -9%
CAAM
548
Cornerstone Advisors Asset Management
Pennsylvania
$365K +$61K +623 +22%
WC
549
Weil Company
California
$359K -$43.4K -443 -11%
LGWM
550
Litman Gregory Wealth Management
California
$356K -$23.1K -236 -6%