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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
ODIJL
651
One Day In July LLC
Vermont
$202K +$189K +1,926 New
CBFP
652
Cedar Brook Financial Partners
Ohio
$202K +$188K +1,920 New
NS
653
NBC Securities
Alabama
$199K -$9.99K -102 -5%
TIM
654
Tortoise Investment Management
New York
$194K -$122K -1,250 -40%
HNB
655
Huntington National Bank
Ohio
$194K
Bank of Montreal
656
Bank of Montreal
Ontario, Canada
$191K +$103K +1,054 +139%
CWP
657
Concord Wealth Partners
Virginia
$172K -$30.8K -314 -16%
NRC
658
New Republic Capital
North Carolina
$167K
SA
659
Scarborough Advisors
Maryland
$166K +$155K +1,582 New
RFG
660
REAP Financial Group
Texas
$163K +$152K +1,550 New
ADL
661
Asset Dedication LLC
California
$162K +$47.4K +484 +46%
OLVIG
662
Oliver Lagore Vanvalin Investment Group
Michigan
$156K +$6.46K +66 +5%
SFA
663
Semmax Financial Advisors
North Carolina
$150K +$128K +1,310 +1,926%
AWM
664
Able Wealth Management
New Jersey
$143K +$134K +1,364 New
KFS
665
Kelly Financial Services
Massachusetts
$141K
EW
666
Element Wealth
Mississippi
$138K
JFGIW
667
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$134K -$78.5K -802 -39%
LWA
668
Lowe Wealth Advisors
Maryland
$134K -$49K -500 -28%
FCA
669
FinTrust Capital Advisors
South Carolina
$126K +$3.04K +31 +3%
SRCM
670
Signature Resources Capital Management
California
$124K +$116K +1,183 New
LFG
671
Larson Financial Group
Missouri
$119K
FFO
672
Fortitude Family Office
Arizona
$116K +$108K +1,105 New
VAMG
673
Voisard Asset Management Group
Michigan
$116K +$108K +1,101 New
BC
674
Bartlett & Co
Ohio
$113K -$45.3K -463 -30%
BCWM
675
Bartlett & Co Wealth Management
Ohio
$113K -$45.3K -463 -30%