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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
TW
526
TritonPoint Wealth
Maryland
$337K
CA
527
Clearstead Advisors
Ohio
$335K +$364 +3 +0.1%
BFG
528
Buttonwood Financial Group
Missouri
$334K +$18.6K +153 +6%
VCM
529
Vivaldi Capital Management
Illinois
$334K
PIMG
530
Patriot Investment Management Group
Tennessee
$331K -$1.21K -10 -0.4%
WFAG
531
Worth Financial Advisory Group
North Carolina
$328K
AO
532
Advisor OS
Illinois
$328K +$4.01K +33 +1%
EL
533
EQ LLC
Washington
$328K +$315K +2,596 New
AWM
534
Alterna Wealth Management
Texas
$325K -$60.7K -500 -16%
GFWA
535
Grey Fox Wealth Advisors
Delaware
$320K +$308K +2,537 New
SPIO
536
Seven Post Investment Office
California
$319K
LFG
537
Leverty Financial Group
Wisconsin
$316K +$78.9K +650 +35%
APP
538
Avantax Planning Partners
Iowa
$315K -$5.83K -48 -2%
WPW
539
Waldron Private Wealth
Pennsylvania
$315K
FDCP
540
Foster Dykema Cabot & Partners
Massachusetts
$315K +$303K +2,499 New
FMN
541
Financial Management Network
California
$315K +$1.09K +9 +0.4%
PCS
542
Private Client Services
Kentucky
$313K +$971 +8 +0.3%
MWM
543
MBE Wealth Management
Wisconsin
$312K
HKIMG
544
Hutchens & Kramer Investment Management Group
Indiana
$312K -$3.04K -25 -1%
VT
545
Vise Technologies
New York
$312K +$300K +2,469 New
Financial Engines Advisors
546
Financial Engines Advisors
California
$311K -$213K -1,753 -42%
OC
547
Oppenheimer & Co
New York
$310K -$32.3K -266 -10%
SPP
548
Single Point Partners
Massachusetts
$308K +$9.47K +78 +3%
LFA
549
Legacy Financial Advisors
Kentucky
$308K -$23.2K -191 -7%
EFS
550
Essex Financial Services
Connecticut
$305K +$243 +2 +0.1%