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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
AT
651
Arlington Trust
Alabama
$103K
AWM
652
Avior Wealth Management
Nebraska
$103K
IRC
653
Investors Research Corp
Georgia
$102K +$18.3K +151 +23%
SG Americas Securities
654
SG Americas Securities
New York
$102K +$97.9K +806 New
NC
655
NewSquare Capital
Pennsylvania
$96.9K +$7.04K +58 +8%
GEA
656
Glen Eagle Advisors
New Jersey
$92.6K +$364 +3 +0.4%
WCM
657
Winthrop Capital Management
Indiana
$92K
NRC
658
New Republic Capital
North Carolina
$90.7K
JWA
659
JFS Wealth Advisors
Pennsylvania
$90.2K -$4.61K -38 -5%
SS
660
Sunbelt Securities
Texas
$87.6K
GWSG
661
GPS Wealth Strategies Group
Colorado
$85K +$3.28K +27 +4%
Fifth Third Bancorp
662
Fifth Third Bancorp
Ohio
$83.7K +$9.23K +76 +13%
HWP
663
Highline Wealth Partners
California
$81.3K
CFFP
664
Center for Financial Planning
Michigan
$74.2K
OC
665
Oarsman Capital
Wisconsin
$73.3K +$70.5K +581 New
RA
666
Rise Advisors
New York
$69.8K +$243 +2 +0.4%
HIA
667
Harbor Investment Advisory
Maryland
$66.5K +$1.7K +14 +3%
BBHC
668
Brown Brothers Harriman & Co
New York
$64.4K
CA
669
Continuum Advisory
Idaho
$62.6K -$9.47K -78 -14%
AWM
670
Aspire Wealth Management
Massachusetts
$62.5K +$4.25K +35 +8%
JFGIW
671
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.7K
GI
672
GAMMA Investing
California
$59.3K +$57.1K +470 New
OLVIG
673
Oliver Lagore Vanvalin Investment Group
Michigan
$53.4K -$121 -1 -0.2%
GT
674
Glenmede Trust
Pennsylvania
$53.2K
HGA
675
Hobbs Group Advisors
South Carolina
$52.2K