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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
DWM
551
Destination Wealth Management
California
$356K +$42.5K +434 +15%
CAMG
552
CWA Asset Management Group
Florida
$356K
OPWM
553
Oxinas Partners Wealth Management
Indiana
$356K +$784 +8 +0.2%
TWA
554
Talisman Wealth Advisors
New Jersey
$355K -$176K -1,797 -35%
CG
555
Caprock Group
Idaho
$355K +$8.72K +89 +3%
CPCM
556
Cardinal Point Capital Management
Ontario, Canada
$353K -$29.4K -300 -8%
WEG
557
World Equity Group
Illinois
$353K +$13.6K +139 +4%
VT
558
Vise Technologies
New York
$349K +$29.1K +297 +10%
CIBC Private Wealth Group
559
CIBC Private Wealth Group
Georgia
$348K +$73K +745 +29%
SQA
560
Simon Quick Advisors
New Jersey
$348K -$141K -1,436 -30%
S
561
SignatureFD
Georgia
$348K -$1.27K -13 -0.4%
Bank of Nova Scotia
562
Bank of Nova Scotia
Ontario, Canada
$347K
PAI
563
Pittenger & Anderson Inc
Nebraska
$344K -$41.7K -426 -11%
MG
564
Mather Group
Illinois
$344K -$62.6K -639 -16%
SYBT
565
Stock Yards Bank & Trust
Kentucky
$343K
AWA
566
ARQ Wealth Advisors
Arizona
$339K +$316K +3,230 New
PG
567
Prostatis Group
Maryland
$334K -$23.6K -241 -7%
MMHP
568
Murphy Middleton Hinkle & Parker
Georgia
$334K
AWM
569
Aprio Wealth Management
Georgia
$332K -$38.7K -395 -11%
JFG
570
Jefferies Financial Group
New York
$330K +$54.7K +559 +22%
WFC
571
Western Financial Corp
California
$329K -$20.4K -208 -6%
WIM
572
WealthPlan Investment Management
Nebraska
$329K
GIA
573
Gladstone Institutional Advisory
Florida
$328K +$306K +3,128 New
VBFP
574
Valtinson Bruner Financial Planning
Minnesota
$327K +$881 +9 +0.3%
APC
575
Aspire Private Capital
North Carolina
$322K +$8.52K +87 +3%