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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
CAG
551
Csenge Advisory Group
Florida
$304K -$4.74K -39 -2%
BWM
552
BKM Wealth Management
Wisconsin
$301K
CAS
553
Coppell Advisory Solutions
Texas
$298K
PNC Financial Services Group
554
PNC Financial Services Group
Pennsylvania
$298K -$405K -3,337 -59%
VWM
555
Venturi Wealth Management
Texas
$297K -$850 -7 -0.3%
AWS
556
Aspen Wealth Strategies
Colorado
$296K
CF
557
Centaurus Financial
California
$296K -$3.89K -32 -1%
RW
558
Rede Wealth
Virginia
$295K
MA
559
MONECO Advisors
Connecticut
$293K +$16.3K +134 +6%
HWM
560
Horizons Wealth Management
North Carolina
$292K
WPP
561
Whalerock Point Partners
Rhode Island
$291K
CPRC
562
Consolidated Portfolio Review Corp
New York
$290K -$32.8K -270 -10%
SEIA
563
Signature Estate & Investment Advisors
California
$290K +$971 +8 +0.3%
FCA
564
Fortis Capital Advisors
Kansas
$287K +$65.8K +542 +31%
WT
565
Whittier Trust
California
$286K
TFM
566
Trademark Financial Management
Minnesota
$284K
MWP
567
Moller Wealth Partners
$282K +$65K +535 +31%
Jones Financial Companies
568
Jones Financial Companies
Missouri
$281K +$209K +1,721 +334%
SFG
569
Sage Financial Group
Pennsylvania
$281K -$9.11K -75 -3%
BA
570
Bellwether Advisors
Nebraska
$281K +$6.68K +55 +3%
SFS
571
Security Financial Services
Indiana
$276K
EPP
572
ETF Portfolio Partners
Kansas
$274K -$293K -2,412 -53%
SIS
573
Sound Income Strategies
Florida
$269K
BFA
574
Bright Financial Advisors
Michigan
$269K
AWM
575
Atticus Wealth Management
Florida
$268K