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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
LWA
601
Lineweaver Wealth Advisors
Ohio
$231K -$92.2K -759 -29%
ECA
602
Elevation Capital Advisory
Oregon
$231K +$222K +1,830 New
KA
603
Klingman & Associates
New York
$230K
CCA
604
Criterion Capital Advisors
Tennessee
$230K
HCM
605
Hudson Capital Management
New Jersey
$229K -$37.6K -310 -15%
QWP
606
Quotient Wealth Partners
Texas
$229K -$411K -3,387 -65%
WA
607
Waverly Advisors
Alabama
$227K -$12.1K -100 -5%
CFO
608
Callan Family Office
Pennsylvania
$227K +$7.53K +62 +4%
AGP
609
Autumn Glory Partners
Texas
$226K
RIM
610
Redwood Investment Management
Arizona
$225K -$14.2K -117 -6%
GWP
611
Gateway Wealth Partners
Wisconsin
$223K +$215K +1,771 New
CAG
612
Curtis Advisory Group
California
$222K +$214K +1,761 New
HCP
613
Holt Capital Partners
Texas
$221K -$21.9K -180 -9%
CFS
614
CRA Financial Services
New Jersey
$219K
SC
615
Stephens Consulting
Michigan
$219K
HPC
616
Hobart Private Capital
North Carolina
$217K
MAG
617
M3 Advisory Group
Massachusetts
$214K +$121 +1 +0.1%
EP
618
Edgestream Partners
New Jersey
$213K +$205K +1,688 New
BONH
619
Bank of New Hampshire
New Hampshire
$209K
PA
620
Pinnacle Associates
New York
$208K
SWA
621
Sax Wealth Advisors
New Jersey
$207K +$199K +1,639 New
SA
622
Scarborough Advisors
Maryland
$206K +$6.07K +50 +3%
TIM
623
Tortoise Investment Management
New York
$205K +$17K +140 +9%
PAWA
624
Palo Alto Wealth Advisors
California
$205K +$194K +1,599 New
NW
625
NewEdge Wealth
Pennsylvania
$204K +$196K +1,618 New