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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
EFS
576
Essex Financial Services
Connecticut
$321K +$294 +3 +0.1%
CCM
577
Crabel Capital Management
California
$320K +$299K +3,048 New
HTC
578
Haverford Trust Company
Pennsylvania
$318K -$44.9K -458 -13%
BFG
579
Buttonwood Financial Group
Missouri
$310K -$12.8K -131 -4%
CA
580
CGN Advisors
Kansas
$308K -$258K -2,633 -47%
AWA
581
Arkadios Wealth Advisors
Georgia
$305K +$57.2K +584 +25%
LFAS
582
Level Four Advisory Services
Texas
$303K -$37.9K -387 -12%
FNB
583
Farmers National Bank
Kentucky
$303K +$282K +2,884 New
JF
584
JSF Financial
California
$300K +$28.5K +291 +11%
MCIA
585
Mountain Capital Investment Advisors
Colorado
$296K +$28.5K +291 +11%
FPCP
586
Fort Point Capital Partners
California
$293K +$64.4K +658 +31%
SFS
587
Security Financial Services
Indiana
$293K -$22.7K -232 -8%
CAS
588
Coppell Advisory Solutions
Texas
$291K +$270K +2,760 +17,250%
CF
589
Centaurus Financial
California
$291K -$17.7K -181 -6%
NAS
590
NWF Advisory Services
California
$289K
VCM
591
Vivaldi Capital Management
Illinois
$288K
ST
592
Smithfield Trust
Pennsylvania
$287K
VC
593
Veracity Capital
Georgia
$284K -$25.4K -259 -9%
VWWMG
594
Vermillion & White Wealth Management Group
Pennsylvania
$283K +$265K +2,702 New
PP
595
PDS Planning
Ohio
$283K +$5.58K +57 +2%
PFA
596
Professional Financial Advisors
Nebraska
$283K +$8.23K +84 +3%
PIMG
597
Patriot Investment Management Group
Tennessee
$280K +$392 +4 +0.1%
WSTAM
598
Wilbanks Smith & Thomas Asset Management
Virginia
$274K +$256K +2,612 New
WFAG
599
Worth Financial Advisory Group
North Carolina
$273K -$34.3K -350 -12%
LFA
600
LGT Financial Advisors
Texas
$271K -$86.2K -880 -25%