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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
FA
626
Fermata Advisors
California
$204K +$196K +1,615 New
DFA
627
Davies Financial Advisors
California
$202K +$195K +1,602 New
AWM
628
Aprio Wealth Management
Georgia
$201K -$38.7K -319 -17%
OPPS
629
Obsidian Personal Planning Solutions
Maryland
$201K -$9.96K -82 -5%
DOA
630
D'Orazio & Associates
Virginia
$201K +$193K +1,593 New
TCM
631
TD Capital Management
Tennessee
$200K +$486 +4 +0.3%
LWCFA
632
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$183K -$8.74K -72 -5%
BCWM
633
Bartlett & Co Wealth Management
Ohio
$180K +$21.4K +176 +14%
APC
634
Aspire Private Capital
North Carolina
$180K -$4.13K -34 -2%
ADL
635
Asset Dedication LLC
California
$167K +$34.4K +283 +27%
GWM
636
Geneos Wealth Management
Colorado
$166K +$2.19K +18 +1%
EW
637
Element Wealth
Mississippi
$166K -$2.43K -20 -1%
LFG
638
Larson Financial Group
Missouri
$163K -$4.86K -40 -3%
CAL
639
Capital Analysts LLC
Pennsylvania
$163K -$2.79K -23 -2%
LWA
640
Lowe Wealth Advisors
Maryland
$136K
SHIM
641
Stone House Investment Management
Pennsylvania
$131K
SWM
642
Sugarloaf Wealth Management
Georgia
$130K -$39K -321 -24%
IRAG
643
Investment Research & Advisory Group
Georgia
$127K +$486 +4 +0.4%
TLA
644
Tanglewood Legacy Advisors
Texas
$126K
FP
645
Financial Perspectives
Minnesota
$120K
HNB
646
Huntington National Bank
Ohio
$118K
FMII
647
Farmers & Merchants Investments Inc
Nebraska
$116K
AWM
648
Abound Wealth Management
Tennessee
$114K
BL
649
Balentine LLC
Georgia
$110K +$106K +871 New
BFPW
650
BOK Financial Private Wealth
Colorado
$107K