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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
RFA
601
Resurgent Financial Advisors
Georgia
$270K +$76.9K +785 +44%
CPRC
602
Consolidated Portfolio Review Corp
New York
$267K -$2.84K -29 -1%
GM
603
GeoWealth Management
Illinois
$266K +$38.2K +390 +18%
SPIO
604
Seven Post Investment Office
California
$266K
BJL
605
Brighton Jones LLC
Washington
$266K +$248K +2,532 New
CCA
606
Criterion Capital Advisors
Tennessee
$265K +$248K +2,528 New
SFG
607
Sage Financial Group
Pennsylvania
$262K
FFA
608
Founders Financial Alliance
North Carolina
$262K +$490 +5 +0.2%
WPP
609
Whalerock Point Partners
Rhode Island
$262K
TCMP
610
Thrive Capital Management (Pennsylvania)
Pennsylvania
$261K -$18.5K -189 -7%
AWM
611
Atticus Wealth Management
Florida
$260K
PCS
612
Private Client Services
Kentucky
$260K +$242K +2,475 New
MWM
613
MBE Wealth Management
Wisconsin
$260K
WPW
614
Waldron Private Wealth
Pennsylvania
$258K -$18.1K -185 -7%
FMN
615
Financial Management Network
California
$255K +$686 +7 +0.3%
MIA
616
Milestone Investment Advisors
Wisconsin
$251K
GCP
617
GSA Capital Partners
United Kingdom
$251K
BWM
618
BKM Wealth Management
Wisconsin
$251K +$234K +2,388 New
Financial Engines Advisors
619
Financial Engines Advisors
California
$250K +$20.5K +209 +10%
RW
620
Rede Wealth
Virginia
$247K -$11.7K -119 -5%
PCIA
621
Prime Capital Investment Advisors
Kansas
$244K +$228K +2,325 New
TFM
622
Trademark Financial Management
Minnesota
$239K +$223K +2,278 New
PFS
623
Prospera Financial Services
Texas
$234K -$6.37K -65 -3%
PCH
624
PGIM Custom Harvest
New Jersey
$233K
AWS
625
Aspen Wealth Strategies
Colorado
$233K +$218K +2,223 New