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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
IWS
626
Integrity Wealth Solutions
Colorado
$232K +$217K +2,215 New
MA
627
MONECO Advisors
Connecticut
$230K -$13.6K -139 -6%
AO
628
Advisor OS
Illinois
$230K +$215K +2,194 New
Qube Research & Technologies (QRT)
629
Qube Research & Technologies (QRT)
United Kingdom
$230K -$459K -4,690 -68%
SFC
630
Strategic Financial Concepts
Texas
$226K -$9.79K -100 -4%
FCA
631
Fortis Capital Advisors
Kansas
$225K -$5.68K -58 -3%
SC
632
Stephens Consulting
Michigan
$225K
SPP
633
Single Point Partners
Massachusetts
$225K
HCM
634
Hudson Capital Management
New Jersey
$223K +$208K +2,125 New
LL
635
LWMG LLC
Minnesota
$223K +$208K +2,122 New
FAIM
636
Financial Advocates Investment Management
Washington
$222K +$232K +2,370 New
LJAC
637
L.J. Altfest & Co
New York
$219K +$204K +2,086 New
NSAM
638
North Star Asset Management
Wisconsin
$216K +$202K +2,060 New
TCM
639
TD Capital Management
Tennessee
$214K +$1.47K +15 +0.7%
Brown Advisory
640
Brown Advisory
Maryland
$213K +$199K +2,028 New
WT
641
Whittier Trust
California
$210K -$118K -1,204 -38%
OPPS
642
Obsidian Personal Planning Solutions
Maryland
$209K -$29.1K -297 -13%
PA
643
Pinnacle Associates
New York
$208K +$195K +1,987 New
LWCFA
644
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$207K -$23.9K -244 -11%
AWA
645
Amplius Wealth Advisors
Pennsylvania
$206K +$193K +1,967 New
PFA
646
Pathway Financial Advisors
Vermont
$205K +$191K +1,955 New
DWM
647
Dakota Wealth Management
Florida
$205K +$191K +1,952 New
AAS
648
Annex Advisory Services
Wisconsin
$204K +$190K +1,940 New
IC
649
IEQ Capital
California
$203K -$22.2K -227 -10%
HCP
650
Holt Capital Partners
Texas
$202K +$189K +1,930 New