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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
NCM
576
Novare Capital Management
North Carolina
$268K
Bank of Montreal
577
Bank of Montreal
Ontario, Canada
$266K -$288K -2,369 -53%
IWS
578
Integrity Wealth Solutions
Colorado
$265K +$971 +8 +0.4%
VBFP
579
Valtinson Bruner Financial Planning
Minnesota
$265K
VPP
580
Vertex Planning Partners
Illinois
$264K +$21.6K +178 +9%
CWM
581
Centurion Wealth Management
Virginia
$264K +$255K +2,096 New
DW30
582
Drucker Wealth 3.0
New Jersey
$263K +$28.5K +235 +13%
PFA
583
Professional Financial Advisors
Nebraska
$262K -$10.6K -87 -4%
QCM
584
QRG Capital Management
Illinois
$260K -$31.4K -259 -11%
NSAM
585
North Star Asset Management
Wisconsin
$252K -$3.04K -25 -1%
ODIJL
586
One Day In July LLC
Vermont
$252K +$8.26K +68 +4%
SPAS
587
Spectrum Planning & Advisory Services
California
$248K -$446K -3,669 -65%
AAS
588
Annex Advisory Services
Wisconsin
$247K +$850 +7 +0.4%
MA
589
MJP Associates
Connecticut
$242K +$4.01K +33 +2%
LPAM
590
Lodestar Private Asset Management
California
$241K +$232K +1,913 New
PSCM
591
Per Stirling Capital Management
Texas
$241K -$11.1K -91 -5%
RWP
592
RWA Wealth Partners
Massachusetts
$240K
CFD
593
Creative Financial Designs
Indiana
$239K -$171K -1,410 -43%
AWA
594
Amplius Wealth Advisors
Pennsylvania
$239K -$14K -115 -6%
Russell Investments Group
595
Russell Investments Group
United Kingdom
$238K +$226K +1,859 +7,150%
AWA
596
Arkadios Wealth Advisors
Georgia
$236K -$33.1K -273 -13%
GCM
597
Gallacher Capital Management
Colorado
$235K
SL
598
SWMG LLC
Texas
$233K +$11.9K +98 +6%
TWM
599
Tradition Wealth Management
Minnesota
$232K +$243 +2 +0.1%
NS
600
NBC Securities
Alabama
$231K -$8.14K -67 -4%